Terms of Service

1. Acceptance of Terms

By accessing and using the website and services of Capitalis Wealth Management ("Capitalis", "we", "us"), you agree to comply with and be bound by these Terms of Service. If you do not agree to these terms, please do not use our services.

2. Services

Capitalis provides wealth management, financial advisory, and related services. The content on this website is for informational purposes only and does not constitute a solicitation, offer, or recommendation to buy or sell any financial instruments. Specific advice is provided only to clients who have entered into a formal advisory agreement with us.

3. Use of Website

You agree to use our website only for lawful purposes. You are prohibited from violating or attempting to violate the security of the website, using the website to transmit any harmful code, or interfering with the proper working of the site.

4. Intellectual Property

All content, materials, and intellectual property on this website (including text, graphics, logos, and software) are owned by or licensed to Capitalis Wealth Management. You may not reproduce, distribute, or create derivative works from this content without our express prior written consent.

5. Disclaimer of Warranties

The information provided on this website is on an "as is" and "as available" basis. Capitalis makes no representations or warranties of any kind, express or implied, regarding the accuracy, completeness, or reliability of the content.

6. Limitation of Liability

To the fullest extent permitted by law, Capitalis Wealth Management shall not be liable for any direct, indirect, incidental, special, or consequential damages resulting from your use of or inability to use the website or services.

7. Governing Law

These Terms of Service shall be governed by and construed in accordance with the laws of the jurisdiction in which Capitalis Wealth Management is registered, without regard to its conflict of law principles.

8. Changes to Terms

We reserve the right to modify these Terms of Service at any time. Your continued use of the website following any changes indicates your acceptance of the new terms.

Last Updated: January 17, 2026