Terms of Use

This Terms of Use was last modified on Aug 28, 2020.

All information available through this website is the property of PeakStone Wealth Management, LLC (hereinafter "PSWM," "Firm," "we," or "us") and is protected by copyright and intellectual property laws. 

This Terms of Use ("Terms") applies to https://www.peakstonewealth.com and its related websites that links to this Terms (collectively and individually, the "Websites"). By accessing or using the Websites, you acknowledge your understanding of these Terms, and further agree to accept such Terms and to be legally bound by them.

"Contents" include any images, text, illustrations, charts, data, designs, icons, photographs, programs, music clips, downloads, video clips, graphics, user interfaces, visual interfaces, information, forms, documents, web application and other content present on or available to you from the Websites. “Web Application" means any computer application that is accessible to you via a web browser over a network.

Limited Right to Use

We grant you a limited right to use the Websites. Your right to use the Websites is subject to your agreement to abide by these Terms in their entirety, as well as any other rules, procedures, policies, terms or conditions that govern all or any portion of the Websites. At any time and for any reason we may revoke your right to use all or any portion of the Websites.

You may not reproduce, retransmit, disseminate, sell, publish, broadcast, nor shall any of the Contents in the Websites be used in connection with creating, promoting, trading, or marketing financial instruments or products without the express written consent of PSWM.

Permission to Share Certain Contents

Certain articles and published contents within the Website may be shared using the share buttons provided alongside the content. The share buttons provide links to the top social media platforms as well as the ability to print the content of that page. You may also email the link to that page using your default email platform with the provided subject and content description.

Copyright and Proprietary rights in marks, logos and Contents

All service marks and logos located on the Websites are owned by PSWM unless otherwise indicated. All Contents of the Websites are the property of PSWM, unless otherwise noted. The Websites is protected by United States copyright laws and all other applicable laws. Removal or reproduction, by any means, of any Contents including logo, trademark, service mark, or the name of the Firm or its affiliates, is expressly prohibited without the prior written consent of PSWM.

Updates to the Websites

PSWM reserves the right to make changes to the Websites, its Contents and these Terms at any time without prior notice to you. For this reason, each time you use the Websites, you should visit and review the then-current Terms that apply to your use of the Websites.

Prohibited Uses and Terms

Except as otherwise stated in these Terms or as expressly authorized by PSWM in writing, you may not:

  • Use the Websites in any manner that could damage or overburden PSWM servers, or any network connected to the Firm’s server, as all servers have limited capacity and are used by many people;
  • Use the Websites in any manner that would interfere with another party's use of the Websites;
  • Include the term “PeakStone Wealth Management," or any name of the Firm’s executive, or any variation of the foregoing, as a meta-tag, hidden textual element;
  • Use any bot, spider, intelligent agent, other automatic device, or manual process to search, monitor or copy the Websites or any of its Contents without PSWM permission, provided that generally available third-party web client browsers may be used without such permission; or
  • Use the Websites in any manner that could create impression of affiliation, sponsorship or endorsement by PSWM.

Password Security and Notification

Certain parts of the Websites are protected by passwords or require a login and are restricted to authorized users only. You may not obtain unauthorized access to such parts of the Websites, or to any other protected contents or information, through any means not intentionally made available by PSWM for your specific use. If you have a Password for access to non-public areas of the Websites, you are solely responsible for all activities that occur in connection with your Password. Accordingly, you should take all reasonable steps to protect the confidentiality of your Password. Notify PSWM immediately if you become aware of any disclosure, loss, theft or unauthorized use of your Password.

Privacy Policy and Other Disclosures

Please review our Privacy Policy and Disclosures, which are parts of this Terms and hereby incorporated by reference, to learn about our information collection practices, the measures we take to preserve the privacy and security of your information, and important disclosures to the nature of our business.

Data Processing and Confidentiality

PSWM provides the ability for clients and prospective clients to share files or documents over the internet using HTTPS. We have taken steps to ensure the security and reliability of these services. When you share files using this service, we ensure that access is strictly limited to those individuals who need to know.

When you upload personal data and/or confidential data using these provided file sharing services, you agree that submission of such data indicates acceptance of our confidentiality, privacy policy, and Data Processing agreement of these Terms.

Links to Other Websites

PSWM may establish links between the Websites and one or more websites operated by third parties. PSWM has no control over any such other websites, the contents therein or the products/services offered. The existence of any such links shall not constitute an endorsement of, or representation or warranty by PSWM regarding such websites, the contents of the websites, the products or services of the websites or the operators of the websites. Your access to and use of such linked websites is governed by the terms of use and privacy policies of those sites, and shall be at your own risk. PSWM disclaims responsibility for the privacy policies and customer information practices of third-party internet websites hyperlinked from our Websites.

Limitation of Liability

PSWM and its associates will not be liable to you or anyone else for any damages of any kind, including, but not limited to, direct, consequential, incidental, special or indirect damages (including but not limited to lost profits, trading losses or damages that result from use or loss of use of the Websites), even if PSWM has been advised of the possibility of such damages or losses, including, without limitation, from the use or attempted use of our Websites or another linked website.

If you live in a state that does not allow the limitation or exclusion of liability or incidental or consequential damages some or all of these limitations and exclusions may not apply to you.

Representation and Warranties

You represent and warrant that: (i) you have full authority and all rights necessary to enter into and fully perform all of your obligations pursuant to these Terms (ii) you have not and you will not enter into any agreement or perform any act which might contravene the purposes and/or effects of these Terms; and (iii) you will not delete any content.

Effect on Other Agreements

Nothing contained in these Terms are intended to modify or amend any other written agreement you may have with PSWM (including without limitation any advisory agreement) (“Other Agreements”) if any, that may currently be in effect. In the event of any inconsistency between these Terms and any Other Agreements, the Other Agreements will govern. Some pages within the Websites contain supplemental terms and conditions and additional disclosure and disclaimers, which are in addition to these Terms. In the event of a conflict, the supplemental terms and conditions and additional disclosures and disclaimers will govern for those sections or pages.

Governing Law

Headings used in these Terms are for reference purposes only and in no way define or limit the scope of the section. The laws of the state of Colorado govern these Terms without regard to conflict of law provisions. Any claim related to any dispute arising as a result of the Websites or under these Terms will be made before a court of competent jurisdiction located in Colorado. If any provision of these Terms is held to be unenforceable, such provision will be reformed only to the extent necessary to make it enforceable. The failure of PSWM to act with respect to a breach of these Terms by you or others does not constitute a waiver and will not limit the Firm’s rights with respect to such breach or any subsequent breaches.


PSWM may terminate your access to the Site for any reason, without prior notice.


No waiver by the Firm of any right or term or provision of these Terms will be deemed a waiver of any other right, term, or provision of these Terms at the time of such waiver or a waiver of that or any other right, term, or provision of these Terms at any other time.

Integration and Severability

If any provisions of these Terms is deemed unlawful, void, or for any reason unenforceable, then that provision will be deemed severable from these Terms and will not affect the validity and enforceability of the remaining provisions.

The preceding Terms represent the entire agreement between the Firm and the user relating to the subject matter herein.

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