Terms And Conditions

Last Updated: 08/20/25

Welcome to Excelsior Wealth Management (“Excelsior,” “we,” “our,” or “us”). By accessing or using our website, services, or content (collectively, the “Services”), you agree to be bound by the following Terms and Conditions (“Terms”). Please read them carefully.

If you do not agree with these Terms, you should not access or use our Services.

General Information

Excelsior Wealth Management is a Florida-based firm providing wealth management, investment advisory, and financial planning services to individuals and entities.

Nothing on this website constitutes personalized financial, legal, or tax advice. All content is for informational and educational purposes only.

Advisory services are provided only to clients who have entered into a formal, written advisory agreement with Excelsior.

Eligibility

By using our Services, you represent and warrant that you are:

At least 18 years old.

Legally capable of entering into binding contracts under Florida and U.S. law.

Using the Services for lawful purposes only.

No Investment Advice Disclaimer

The information provided on this website should not be construed as investment, legal, or tax advice.

Past performance is not indicative of future results. Investments involve risk, including the possible loss of principal.

You should consult directly with a licensed Excelsior advisor before making any financial decision.

Client Relationship

Viewing this website or communicating with Excelsior through it does not establish an advisor-client relationship.

An advisory relationship is only created through a signed agreement between you and Excelsior Wealth Management.

Use of Website Content

All content, logos, graphics, and materials on this website are the intellectual property of Excelsior Wealth Management unless otherwise noted.

You may not reproduce, modify, distribute, or exploit any content without prior written permission.

Third-Party Links

Our website may contain links to third-party websites. We do not control, endorse, or assume responsibility for third-party content, services, or privacy practices.

Limitation of Liability

To the fullest extent permitted by law:

Excelsior Wealth Management and its affiliates shall not be liable for any direct, indirect, incidental, or consequential damages arising out of your use of the Services.

We make no warranties or representations regarding the accuracy, reliability, or completeness of any content provided.

Privacy

Your use of our Services is also governed by our [Privacy Policy] which outlines how we collect, use, and protect your personal information.

Governing Law and Jurisdiction

These Terms shall be governed by and construed in accordance with the laws of the State of Florida.

Any disputes shall be resolved exclusively in the state or federal courts located in Broward county, Florida.

Indemnification

You agree to indemnify and hold harmless Excelsior, its employees, and affiliates from and against any claims, damages, or expenses arising from your use of the Services or violation of these Terms.

Modifications to Terms

We reserve the right to update or revise these Terms at any time without prior notice. The “Last Updated” date at the top of this page will reflect the latest version.

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