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Terms & Conditions

6.19.2024

Welcome to Velwealth (“we,” “us,” or “our”). By accessing or using our website [velwealth.com] and services, you agree to comply with and be bound by the following Terms and Conditions. Please read them carefully. If you do not agree with these terms, please do not use our website or services.

1. Acceptance of Terms

By using our website and services, you acknowledge that you have read, understood, and agree to be bound by these Terms and Conditions, as well as our Privacy Policy.

2. Services

Velwealth provides a service that connects users with financial advisors. We do not offer financial, legal, or tax advice directly. All financial decisions should be made in consultation with a qualified financial advisor.

3. User Responsibilities

You agree to:

  • Provide accurate, current, and complete information when using our services.
  • Maintain the security of your account information and promptly notify us of any unauthorized use.
  • Use our website and services only for lawful purposes.

4. Prohibited Activities

You agree not to:

  • Use our website or services for any unlawful or fraudulent purposes.
  • Interfere with or disrupt the operation of our website or services.
  • Attempt to gain unauthorized access to any part of our website or services.

5. Intellectual Property

All content on our website, including text, graphics, logos, and images, is the property of Velwealth or its content suppliers and is protected by intellectual property laws. You may not use, reproduce, or distribute any content without our express written permission.

6. Limitation of Liability

To the fullest extent permitted by law, Velwealth and its affiliates, officers, directors, employees, and agents shall not be liable for any indirect, incidental, special, or consequential damages arising out of or in connection with your use of our website or services. This includes, but is not limited to, damages for loss of profits, goodwill, use, data, or other intangible losses.

7. Disclaimers

Our website and services are provided on an "as is" and "as available" basis. We make no warranties, express or implied, regarding the accuracy, reliability, or availability of our services. We do not guarantee that our website will be free from errors, viruses, or other harmful components.

8. Indemnification

You agree to indemnify and hold Velwealth and its affiliates, officers, directors, employees, and agents harmless from any claims, liabilities, damages, losses, or expenses, including reasonable attorney's fees, arising out of or in any way connected with your use of our website or services.

9. Modifications to Terms

We reserve the right to modify these Terms and Conditions at any time. Any changes will be effective immediately upon posting on our website. Your continued use of our website or services constitutes your acceptance of the modified terms.

10. Governing Law

These Terms and Conditions shall be governed by and construed in accordance with the laws of the State of Iowa, without regard to its conflict of law principles. You agree to submit to the exclusive jurisdiction of the courts located in Des Moines, Iowa for the resolution of any disputes.

11. Contact Information

If you have any questions or concerns about these Terms and Conditions, please contact us at:

  • Email: info@velwealth.com

Thank you for choosing Velwealth. We look forward to helping you achieve your financial goals.

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Velwealth is a financial advisor matching service that connects users with vetted financial advisors in Des Moines. We do not provide financial advice directly. The information on this website is for informational purposes only and should not be considered financial, legal, or tax advice. All financial decisions should be made in consultation with a qualified financial advisor. Velwealth makes no guarantees about the performance or results of any financial advisors or services recommended. Past performance is not indicative of future results.