Terms of Use

By accessing or using this website (the “Site”), operated by Reciprocal Wealth, LLC (“Reciprocal Wealth,” “we,” “our,” or “us”), you agree to be bound by these Terms of Use. If you do not agree, please do not use the Site.

The content on this Site — including our description of services, brand values, FAQs, and any other commentary or educational material — is provided for general informational purposes only. It is not, and should not be construed as, personalized investment advice or a recommendation to buy, sell, or hold any security, fund, or investment product.

Reciprocal Wealth provides individualized investment advice only to clients with whom we have entered into a written advisory agreement, and only after gathering the information necessary to understand that client’s specific financial situation, goals, and risk tolerance. Nothing you read on this Site substitutes for that process.

Reciprocal Wealth, LLC is a registered investment adviser located in the Commonwealth of Massachusetts. We render individualized advice to residents of other states only after complying with that state’s registration requirements, or pursuant to an applicable state exemption or exclusion. Nothing on this Site should be construed as an offer to provide advisory services in any jurisdiction where Reciprocal Wealth is not registered, or is not otherwise exempt from registration requirements.

The Site and its content are provided “as is,” without warranty of any kind. Reciprocal Wealth does not guarantee the accuracy, completeness, or timeliness of information on the Site, and is not liable for any errors, omissions, or your reliance on this content. Investing involves risk, including possible loss of principal, and past performance is not indicative of future results. See our Disclosures page for our full risk disclosure.

We may revise these Terms of Use at any time by posting an updated version on this page. Continued use of the Site after changes are posted constitutes your acceptance of the revised Terms.

These Terms of Use should be read alongside our Disclosures and Privacy Policy, which together describe our regulatory status, business practices, and how we handle your personal information.