General Disclosures

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. TrailWise Financial Partners’ website and its associated links offer news, commentary, and generalized research, not personalized investment advice. Nothing on this website should be interpreted to state or imply that past performance is an indication of future performance. All investments involve risk and unless otherwise stated, are not guaranteed.

Investment Advisory Services offered through TrailWise Financial Partners, a Registered Investment Advisor.

TrailWise Financial Partners is a Registered Investment Adviser in the state(s) of Colorado and Texas. TrailWise may conduct advisory business in all 50 US states as long as they obtain the appropriate registration and/or licensing to do so. The Adviser may not transact business in states where it is not appropriately registered, excluded, or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities or the rendering of personalized investment advice for compensation will not be made without registration or exemption.

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.