General Disclosures

Investment advisory services are offered through Trailwise Financial Partners, LLC, a registered investment adviser. Trailwise may only transact business in those states in which it is registered for qualifies for an exemption or exclusion from registration requirements. Trailwise is registered in it’s home state of Colorado and holds registrations in Louisiana and Texas. This website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications and links. Accordingly, the publication of TrailWise’s website on the Internet should not be construed by any consumer and/or prospective client as TrailWise’s solicitation to effect, or compensation, over the internet.

Engagement Tools

To the extent that any client or prospective client utilizes any economic calculator or similar device contained within or linked to TrailWise Financial Partners (TFP’s) website, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from TFP, or from any other investment professional.

Client Portal(s) and Security

By accessing and using this website, you agree to the following terms and conditions:

• We cannot guarantee that the website, or any content on it, will always be available or uninterrupted.
• You agree to defend, indemnify, and hold harmless us, our employees, information providers, and content providers from and against any claims, liabilities, damages, losses, and expenses arising from your use of the website.
• You are subject to our privacy policies when you use the website.
• We are not liable for any damages or losses arising from your use of the website.
• We do not guarantee the accuracy, completeness, or timeliness of the information on the website.
• We are not responsible for the content of any external links on the website.
• The information provided on this website is for general informational purposes only and does not create a professional relationship between you and us.
• The information provided on this website is not legal advice and should not be relied upon as such.
• We reserve the right to change these terms and conditions at any time without notice.
Thank you for using our website portal. If you have any questions or concerns about our website portal disclosure, please do not hesitate to contact us.