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Terms & Conditions

A legal disclaimer

Effective Date: March 19, 2024

Welcome to Grape Wealth Management. These Terms and Conditions ("Terms") govern your use of our wealth management services ("Services"), website, and any communication tools, including SMS, used in the course of providing our Services. By accessing or using our Services, you agree to be bound by these Terms.

1. Services Offered

Grape Wealth Management provides personalized wealth management and financial planning services, including but not limited to investment advice, financial goal setting, and portfolio management.

2. Use of Services

You agree to use our Services for lawful purposes only and in a manner consistent with these Terms and any other policies posted by Grape Wealth.

3. Account Registration and Security

To access certain features of our Services, you may need to create an account. You agree to provide accurate, current, and complete information during the registration process and to update such information to keep it accurate, current, and complete.

4. Privacy

Your privacy is important to us. Our Privacy Policy, incorporated herein by reference, explains how we collect, use, and share information about you.

5. SMS Communications

By providing your mobile number, you consent to receive SMS messages from Grape Wealth for appointment reminders, alerts, and marketing messages. You may opt out of SMS communications at any time by replying STOP.

6. Intellectual Property

All content, trademarks, services marks, and other intellectual property owned by Grape Wealth or its licensors used in connection with the Services are the property of Grape Wealth or its licensors and protected by copyright and other intellectual property laws.

7. Limitation of Liability

Grape Wealth Management shall not be liable for any indirect, incidental, special, consequential, or punitive damages, including without limitation, loss of profits, data, use, goodwill, or other intangible losses, resulting from your access to or use of or inability to access or use the Services.

8. Termination

Grape Wealth may terminate or suspend your access to the Services immediately, without prior notice or liability, for any reason whatsoever, including without limitation if you breach the Terms.

9. Changes to Terms

We reserve the right, at our sole discretion, to modify or replace these Terms at any time. We will provide notice of any changes by posting the updated Terms on our website.

10. Governing Law

These Terms shall be governed and construed in accordance with the laws of California without regard to its conflict of law provisions.

11. Contact Us

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

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