Terms & Conditions
Effective Date: September 14, 2025
Welcome to Nelson Wealth Strategies. By accessing or using our website and services, you agree to the following Terms & Conditions. Please read them carefully, as they govern your use of our resources, communications, and advisory services.
1. Acceptance of Terms
By accessing this website, downloading materials, or engaging with Nelson Wealth Strategies, you acknowledge that you have read, understood, and agreed to these Terms & Conditions. If you do not agree, please discontinue use of our services.
2. Use of Website and Content
All content provided on this website—including articles, guides, and resources—is for informational and educational purposes only and should not be construed as personalized financial, legal, or tax advice.
You agree not to misuse, reproduce, or distribute website materials without prior written consent from Nelson Wealth Strategies.
We reserve the right to update, change, or discontinue website features at any time without notice.
3. No Guarantee of Results
While Nelson Wealth Strategies provides professional financial planning services, past performance is not indicative of future results. Investment and financial outcomes involve risks, and no strategy can guarantee success. Clients are responsible for evaluating any recommendations in light of their personal circumstances.
4. Client-Advisor Relationship
Accessing our website or downloading free resources does not create a financial advisor-client relationship.
A client relationship is established only after both parties sign a written agreement outlining the scope of advisory services.
5. Financial Advisor Disclosure
Fiduciary Standard: Nelson Wealth Strategies is committed to acting in our clients’ best interests when providing advisory services. Our fiduciary duty means we put client needs ahead of our own.
Regulatory Compliance: Our advisors may hold licenses and registrations with applicable state or federal regulatory bodies. Advisory services are offered only in jurisdictions where Nelson Wealth Strategies and its representatives are properly registered or exempt from registration.
No Solicitation Outside Jurisdictions: Content on this website should not be considered a solicitation to buy or sell securities in any state or country where Nelson Wealth Strategies is not registered.
Educational Purposes: Information provided on this website, including blogs, guides, or newsletters, is general in nature and should not be taken as individualized financial advice. For tailored recommendations, please schedule a consultation with one of our licensed advisors.
6. Third-Party Links
Our website may include links to third-party websites. Nelson Wealth Strategies is not responsible for the accuracy, security, or privacy practices of external sites and does not endorse or guarantee their content.
7. Limitation of Liability
Nelson Wealth Strategies, its advisors, and affiliates shall not be held liable for any direct, indirect, or consequential damages arising from:
Use or inability to use this website,
Reliance on any information provided, or
Third-party actions beyond our control.
8. Privacy and Data Protection
Your use of our website and services is also governed by our Privacy Policy, which explains how we collect, use, and safeguard your personal information.
9. Intellectual Property
All content, logos, graphics, and resources on this website are the intellectual property of Nelson Wealth Strategies unless otherwise noted. Unauthorized reproduction or use is prohibited.
10. Governing Law
These Terms & Conditions shall be governed by and interpreted in accordance with the laws of the State of [Insert State], without regard to conflict of law principles.
11. Changes to Terms
We reserve the right to update or modify these Terms & Conditions at any time. Updates will be posted on this page with a revised effective date.
12. Contact Us
For questions about these Terms & Conditions, please contact us:
Nelson Wealth Strategies, LLC
3565 Piedmont Road, Bldg 4, Atlanta, Georgia 30305
