Terms of Service

Agreement to Terms

By accessing and using the Dovetail Wealth Partners website and services, you agree to be bound by these Terms of Service and all applicable laws and regulations. If you do not agree with any of these terms, you are prohibited from using or accessing this site.

Use License

Permission is granted to temporarily access the materials (information or software) on Dovetail Wealth Partners' website for personal, non-commercial viewing only. This is the grant of a license, not a transfer of title, and under this license you may not:

• Modify or copy the materials
• Use the materials for any commercial purpose
• Attempt to decompile or reverse engineer any software contained on the website
• Remove any copyright or other proprietary notations from the materials
• Transfer the materials to another person or "mirror" the materials on any other server

Services

Dovetail Wealth Partners provides financial advisory services in accordance with all applicable laws and regulations. Our services may include:

• Investment management
• Financial planning
• Retirement planning
• Tax planning
• Estate planning

Client Responsibilities

As a client or potential client, you agree to:

• Provide accurate and complete information
• Update us promptly of any changes in your financial situation
• Review all statements and communications we send
• Maintain the confidentiality of any login credentials
• Comply with all applicable laws and regulations

Disclaimer

The materials on Dovetail Wealth Partners' website are provided on an 'as is' basis. We make no warranties, expressed or implied, and hereby disclaim and negate all other warranties including, without limitation, implied warranties or conditions of merchantability, fitness for a particular purpose, or non-infringement of intellectual property or other violation of rights.

Limitations

In no event shall Dovetail Wealth Partners or its suppliers be liable for any damages (including, without limitation, damages for loss of data or profit, or due to business interruption) arising out of the use or inability to use the materials on our website.

Accuracy of Materials

The materials appearing on our website could include technical, typographical, or photographic errors. We do not warrant that any of the materials on our website are accurate, complete, or current.

Links

We have not reviewed all of the sites linked to our website and are not responsible for the contents of any such linked site. The inclusion of any link does not imply endorsement by Dovetail Wealth Partners.

Modifications

We may revise these terms of service at any time without notice. By using this website, you are agreeing to be bound by the then current version of these terms of service.

Governing Law

These terms and conditions are governed by and construed in accordance with the laws of Illinois and you irrevocably submit to the exclusive jurisdiction of the courts in that State.

Contact Information

If you have any questions about these Terms of Service, please contact us at:

Dovetail Wealth Partners
1363 Shermer Road, Suite 330
Northbrook, IL 60062
Phone: (262) 729-3103
Email: support@dovetailwp.com