Terms and Conditions

All Services

Terms and Conditions

Effective Date: 24th May.

These Terms and Conditions ("Terms") govern your use of the website, digital platforms, content, and services provided by Aligned Wealth Solutions, LLC ("we," "our," or "us"). By accessing our site or engaging with our services, you agree to be bound by these Terms.

1. Use of Website

You may use our website for informational and service engagement purposes only. You agree not to use our site in any unlawful manner or to disrupt the normal operation of our digital platforms.


2. No Investment or Legal Advice

Content provided on this website is for general informational purposes only. Nothing herein constitutes personalized investment advice, tax advice, legal counsel, or a solicitation to buy or sell securities. Please consult a licensed professional before making financial decisions.

3. Client Relationships

Engaging with our website or submitting information through forms does not create an advisory, fiduciary, or client relationship. A formal relationship begins only after both parties sign a written service agreement


4. Intellectual Property

All content on this website, including but not limited to logos, text, graphics, icons, images, and software, is the property of Aligned Wealth Solutions or its partners. Unauthorized use, reproduction, or distribution is strictly prohibited.


5. Third-Party Links

We may include links to external platforms (e.g., partner sites, tools, or resources). These are provided for convenience and do not imply endorsement. We are not responsible for the content or privacy practices of third-party sites.


6. Limitation of Liability

We do our best to ensure the accuracy of the content on our site, but make no guarantees. Aligned Wealth Solutions is not liable for any direct or indirect losses arising from reliance on content or errors contained herein.


7. Data Privacy

Use of this site is also governed by our Privacy Policy, which explains how we collect, protect, and use your data.

8. Modifications

We reserve the right to modify these Terms at any time. Updated versions will be posted on our website with a revised effective date. Continued use of our site implies acceptance of any updated terms.


9. Governing Law

These Terms are governed by the laws of the State of North Carolina, without regard to its conflict of law principles.


10. Contact Us

For any questions or requests related to this terms, please contact: Aligned Wealth Solutions


Email: [email protected]

Phone: +1 (989) 493-9790


Thank you for trusting Aligned Wealth Solutions with your financial information.

Real Advice.
Real Alignment.

If you're ready to experience a different kind of financial relationship, we're ready to meet you.

Contact

4801 Glenwood Avenue Suite 200 PMB 228 , Raleigh NC 27612

+1 (989) 493-9790

Advice Built on Alignment,

Not Incentives!

Opening hours

Mon - Fri : 9AM - 4PM

Sunday: 11AM - 4PM

© Aligned Wealth Solutions, LLC. 2025. All Rights Reserved.