Important Disclosures
Brave New Wealth, LLC (“Brave New Wealth”) is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration with the SEC does not imply a certain level of skill or training. The content presented by Brave New Wealth is intended for informational purposes only. It should not be construed as personalized investment advice or as a recommendation to buy or sell any particular security or adopt any specific investment strategy.
Brave New Wealth does not provide legal or tax advice. You should consult your attorney, accountant, or tax advisor regarding your specific legal or tax situation before acting on any information provided.
Advisory services are offered only to clients or prospective clients where Brave New Wealth and its representatives are properly registered or exempt from registration. No advisory relationship is established unless a signed client agreement is in place. Brave New Wealth may only conduct business in jurisdictions where it is registered, or where it is otherwise legally permitted to do so.
The Brave New Wealth website (www.bravenewwealthwm.com) is intended to provide general information about our firm, our philosophy, and the services we offer. It should not be interpreted as a solicitation or offer to sell securities or provide personalized investment advice over the Internet. Any direct communication from Brave New Wealth to a prospective client will be conducted by a representative who is either registered or exempt from registration in the client’s state of residence.
Information provided through our website, including tools, articles, and third-party links, is for educational and illustrative purposes only. It should not be considered a substitute for individualized investment, legal, or tax advice. Brave New Wealth does not guarantee the accuracy, completeness, or relevance of third-party information and accepts no liability for losses resulting from its use.
Some content on the website may contain views or commentary as of a specific prior date. These views may change and should not be interpreted as current or ongoing advice. Brave New Wealth is not responsible for updating such content after its publication date. Additionally, Brave New Wealth is not an accounting or law firm, and nothing on the website should be relied upon as legal or tax advice.
By using our website, you agree to release Brave New Wealth and its affiliates from any liability for actions taken independently of a formal advisory relationship.
Certain team members may hold certifications or professional designations, and Brave New Wealth may belong to industry organizations. You may request a Brochure Supplement (Form ADV Part 2B) for more detailed information regarding the education, experience, and credentials of any investment adviser representative of the firm.
Terms & Conditions of Use
These Terms & Conditions govern your use of the Brave New Wealth website (“Website”). By using the Website, you acknowledge that you’ve read, understood, and agreed to these terms. If you do not agree, please discontinue use of the site. Brave New Wealth reserves the right to update these terms at any time.
1. Access & Use
You are granted a limited, non-transferable license to access and use the Website for personal, non-commercial purposes. You may not download, modify, or republish any portion of the Website without written permission. Use of bots, scrapers, or similar tools is strictly prohibited. We reserve the right to terminate or limit access at our discretion.
2. Website Use Policies
Linking Policy: Framing or deep-linking the Website without express permission is not allowed.
Privacy: Your use of the Website is subject to our Privacy Policy. This policy explains how we collect, use, and protect your personal information in accordance with applicable federal and state laws, including the California Consumer Privacy Act (CCPA/CPRA). By using the site, you consent to Brave New Wealth’s privacy practices as described.
Third-Party Links: The Website may include links to external sites not operated by Brave New Wealth. We do not control or endorse the content on those sites and are not responsible for any damages arising from their use.
Cookies and Analytics: Brave New Wealth may use cookies and third-party analytics tools (such as Google Analytics) to understand how users interact with our website and to improve user experience. You may disable cookies through your browser settings at any time.
3. Disclaimers & Limitation of Liability
No Warranty: Use of the Website is at your own risk. It is provided “as is,” without warranties of any kind, either express or implied, including but not limited to merchantability, fitness for a particular purpose, or non-infringement.
Limitation of Liability: Brave New Wealth is not liable for any direct, indirect, incidental, or consequential damages arising from your use—or inability to use—the Website or its content. Some jurisdictions may not allow such exclusions.
4. Miscellaneous
Prohibited Conduct: You agree not to use the Website to violate any law, infringe on others’ rights, or transmit harmful, unlawful, or offensive content.
Governing Law: These terms shall be governed by the laws of the State of California, without regard to conflicts of law. Any disputes shall be resolved in the courts located in County of Ventura, California.
Severability: If any part of these terms is found unenforceable, the remaining provisions remain in full force and effect.
Entire Agreement: These terms constitute the full agreement between you and Brave New Wealth regarding use of the Website.