Terms of Use

These Terms of Use (“Terms”) govern your access to and use of robertswealth.com (the “Site”) provided by Roberts Wealth Management (“RWM,” “we,” “us,” or “our”). By using the Site, you agree to these Terms.

1) Not Investment, Legal, or Tax Advice

Content on the Site is for general informational purposes only and does not constitute personalized investment, legal, tax, or accounting advice. Past performance is not indicative of future results.

2) Eligibility & Permitted Use

You may use the Site only for lawful purposes and in accordance with these Terms. You agree not to misuse the Site, attempt unauthorized access, or interfere with its operation.

3) Intellectual Property

The Site and its content (text, graphics, logos, videos, software) are owned by RWM or its licensors and protected by intellectual property laws. You may not copy, modify, distribute, or create derivative works without prior written permission.

4) Third-Party Links & Tools

Links to third-party sites or services are provided for convenience. We do not control or endorse third-party content and are not responsible for it. Use is at your own risk and subject to third-party terms.

5) User Submissions

If you submit information to us, you represent that you have the right to provide it and that it is accurate to the best of your knowledge. Do not submit confidential or proprietary information except as requested for services.

6) Disclaimers

THE SITE IS PROVIDED “AS IS” AND “AS AVAILABLE.” TO THE MAXIMUM EXTENT PERMITTED BY LAW, WE DISCLAIM ALL WARRANTIES, EXPRESS OR IMPLIED, INCLUDING MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT.

7) Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY LAW, RWM AND ITS AFFILIATES, OFFICERS, EMPLOYEES, AND AGENTS WILL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, EXEMPLARY, OR PUNITIVE DAMAGES, OR ANY LOSS OF PROFITS, DATA, USE, OR GOODWILL.

8) Indemnification

You agree to defend, indemnify, and hold harmless RWM and its affiliates, officers, employees, and agents from claims arising out of your use of the Site or violation of these Terms.

9) Changes to the Site & Terms

We may modify or discontinue any part of the Site at any time. We may also update these Terms; the “Last updated” date reflects the latest changes. Continued use after changes become effective constitutes acceptance.

10) Governing Law & Venue

These Terms are governed by the laws of the State of Mississippi, without regard to conflict-of-laws rules. You agree to the exclusive jurisdiction and venue of the state and federal courts located in Mississippi.

11) Contact

Email: [email protected] • Phone: 866-991-0001
Mail: Roberts Wealth Management, 2555 Marshall Rd, Suite C, Biloxi, MS 39531

If any provision is found unenforceable, the remaining provisions will remain in full force. These Terms constitute the entire agreement regarding your use of the Site.