Terms of Use

Conditions of Use

Terms of Use

These terms govern your use of Apex Wealth Desk. By using the site you accept them in full, and you should stop using it if you do not.

• General education only; no personalized advice
• Introductions are free to you and create no obligation
• Advisors act independently; we are not a party to their agreements
• Liability is limited to the fullest extent the law allows

Conditions

Terms in Detail

• Nature of the Publication

  The site provides general financial education in the form of articles and calculators, written for no reader in particular. Nothing on it constitutes personalized investment, tax, legal or insurance advice. Calculators are illustrations whose results depend on the inputs and assumptions shown, whether the subject is an equity award, the timing of a sale within a trading window or the diversification of a concentrated position.

• Permitted Use and License

  You may read the site, keep a copy for your own use and quote brief passages with attribution; copying at scale, automated collection, republication and resale are prohibited, and we retain the copyright in the content. Please do not submit material non-public information about an employer or any other company through the request form, as none is requested or needed.

• Introduction Service

  Requesting an introduction costs you nothing and creates no obligation to engage anyone. A member of our team contacts you to confirm your needs, after which you are matched with a licensed advisor; the advisors are independent of this site, each provides you with their own disclosures before any engagement begins, and any fee is a matter solely between you and that advisor. We are not a party to any advisory agreement, and we may decline a request.

• Advisor Accounts

  Advisors pay for membership and for individual introductions through a card-payment provider, with fees displayed before any purchase. An introduction is not a guarantee of a client. We reserve the right to refuse or suspend an account, and each advisor remains independent and solely responsible for their own compliance, including registration and the rules that govern their solicitation and marketing.

• Limitation of Liability and Amendment

  To the fullest extent permitted by law, we are not liable for any loss arising from reliance on the site, a calculator result, an advertisement, a third-party site or an advisor introduced through it, and we do not warrant that the site will be uninterrupted or error-free. We may amend these terms from time to time; the version published on the site governs, and continued use constitutes acceptance.