Skip to content
Assante Wealth Management logo

Assante Wealth Management Terms of Use

Reviewed

These are the terms of use for assanteiswealth.com. When you visit or use the site, you agree to them. If you do not agree, please do not use the site.

1. What This Site Offers

The content on this site is general information and education. It is not an offer or invitation to buy any investment or security. This site does not provide investment advice, tax counsel or legal guidance tailored to you or your situation. Before making any decision about money, taxes or your practice, consult with a professional who understands your full circumstances and can give you personalized advice.

2. Risk Disclosure

Investing involves risk, including the possible loss of principal. Examples on this site are hypothetical and for teaching purposes only. Past performance is no guarantee of future results. No strategy protects you from all losses.

3. Content Ownership

All content on this site—including the name Assante Wealth Management, our logo, text, and images—belongs to the firm. You may not copy, reproduce, distribute or modify any of it without permission.

This site may link to other websites. We are not responsible for their content, accuracy or privacy practices. Follow those links at your own risk.

5. Liability Limits

To the fullest extent the law allows, we are not liable for any damages that result from using this site or relying on the information here.

6. Updates

We may update these terms at any time by posting a new version on this page. Your use of the site after an update means you accept the new terms.

Terms of Use · Assante Wealth Management, LLC · 317 South Juniper Street, Philadelphia, PA 19147, United States

Request a conversation