These Terms of Use govern access to dwpconsultingllc.com, including its articles, videos, illustrations, tax-impact tracker, and contact forms. By using the site, you agree to these terms. If you do not agree, do not use the site.
Who operates this website
This website is operated by DWP Consulting, LLC. References to Dynasty Wealth Partners or third-party professionals describe relationships or external resources; they do not change which entity operates this site or automatically make another firm responsible for its content.
Educational information—not individualized advice
Website content is general and educational. It is not investment, securities, tax, accounting, legal, insurance, medical, or other regulated professional advice; it is not a recommendation to buy, sell, hold, or implement any product, security, structure, or strategy; and it is not a substitute for advice based on your complete circumstances.
Examples, planning questions, illustrations, and LinkedIn-derived perspectives are presented to explain concepts. Laws, regulations, tax rules, markets, and individual facts change. You should consult appropriately licensed professionals before acting.
No client or fiduciary relationship
Visiting the site, using a form, receiving a response, or participating in an introductory call does not create a client, investment-advisory, fiduciary, attorney-client, accountant-client, tax-adviser, or other professional relationship. Any engagement requires a separate written agreement identifying the responsible entity, scope, services, fees, duties, and applicable disclosures.
Tax-impact mission, examples, and results
The $1 billion tax-impact mission is an aspirational aggregate tracking goal. “Potential tax impact” is not investment performance, a tax refund, cash savings, or a guaranteed client result. Any amount displayed must be understood with its documented methodology, assumptions, time period, client-specific circumstances, and limitations. Past experiences, examples, or outcomes do not predict or guarantee future results. No viewer should assume that a cited opportunity is available, suitable, or achievable for them.
Permitted use and intellectual property
You may view, print, or share links to site content for personal, noncommercial use. Unless DWP Consulting gives written permission, you may not reproduce substantial site content, remove notices, misrepresent its source, use automated means to scrape or overload the site, attempt unauthorized access, introduce malicious code, or use the site unlawfully.
Third-party links
Links to LinkedIn, Dynasty Wealth Partners, Netlify-hosted resources, or other sites are provided for context and convenience. DWP Consulting does not control and does not endorse every statement, product, security practice, or privacy practice on those sites.
Availability, warranties, and limitation
The site is provided on an “as available” basis. To the extent permitted by applicable law, DWP Consulting disclaims warranties regarding uninterrupted availability, error-free operation, completeness, accuracy, fitness for a particular purpose, and freedom from harmful components. DWP Consulting will not be liable for indirect, incidental, consequential, special, exemplary, or punitive damages arising from website use or reliance on its content. Nothing in these terms excludes liability that cannot lawfully be excluded.
Indemnity
To the extent permitted by law, you agree to be responsible for claims, losses, or costs arising from your unlawful use of the site, infringement of another person’s rights, or material violation of these terms.
Changes and severability
We may revise the site and these terms. The effective date identifies the current version. If a provision is held unenforceable, the remaining provisions continue to the extent permitted by law. These terms do not override rights or obligations contained in a signed client agreement.
Questions
Send questions about these terms through the DWP Consulting contact page.