Terms and Conditions

Last Updated: JUNE 2025

B&C Wealth Management LLC

By accessing this website and using our services including communication via SMS, phone, or email you agree to be bound by the following terms and conditions. If you do not agree with any part of these terms, please do not use our site or services.

1. Use of Website

The content on this website is for informational and marketing purposes only and does not constitute financial, tax, investment, or legal advice unless expressly stated. You are responsible for verifying any information before acting on it.

2. Eligibility

By using this site, you confirm that you are at least 18 years old and legally able to enter into binding agreements.

3. Services

All services offered by B&C Wealth Management LLC are subject to availability and require formal engagement via a signed client agreement. We reserve the right to refuse or discontinue service at our discretion.

4. Client Responsibilities

Clients must provide accurate, complete, and timely information necessary for us to deliver services. We are not responsible for delays or errors caused by incorrect or incomplete information.

5. SMS & Electronic Communication

By providing your phone number, you consent to receive automated text messages, calls, and emails from B&C Wealth Management LLC for purposes including appointment reminders, account updates, service promotions, and general communication.

Message frequency may vary. Message and data rates may apply.

✅To opt out of SMS communications, reply STOP
✅For assistance, reply HELP or contact us using the details below

You agree to notify us immediately if your phone number changes or is reassigned.

6. Intellectual Property

All content on this website—including text, graphics, logos, and layout is the property of B&C Wealth Management LLC and may not be reproduced or distributed without prior written permission.

7. Confidentiality

We follow industry best practices to protect all client data. For more details, please review our Privacy Policy.

8. Limitation of Liability

B&C Wealth Management LLC is not liable for any indirect, incidental, or consequential damages arising from the use of our website or services. Our total liability is limited to the fees paid for services rendered.

9. Third-Party Links

This website may contain links to third-party sites not operated or controlled by us. We do not endorse or take responsibility for their content or privacy practices.

10. Changes to These Terms

We may revise these Terms and Conditions at any time. Continued use of the site or services after updates are posted constitutes your acceptance of those changes.