Terms of Use

Effective Date: [INSERT DATE] | Last Updated: [INSERT DATE]

Acceptance of these terms

By accessing or using the Wild Iris Financial website at www.wildirisfinancial.com (the “Site”), you agree to be bound by these Terms of Use. If you don’t agree, please don’t use the Site.

These Terms apply to all visitors, including prospective clients, current clients, and anyone accessing our educational content or resources.

Who we are

Wild Iris Financial, LLC is a Registered Investment Adviser registered with the State of Florida and notice-filed in the State of Texas. Our advisory services are provided only through a formal client engagement. Nothing on this Site creates an advisory relationship or constitutes a solicitation in any jurisdiction where we are not registered or exempt from registration.

Not personalized financial advice

The content on this Site — including articles, guides, checklists, videos, and any other educational materials — is provided for general informational and educational purposes only. It does not constitute personalized financial, investment, tax, or legal advice.

No content on this Site should be construed as a recommendation to buy or sell any specific security, or to take any particular course of action with respect to your financial situation. Individual circumstances vary. Before making any financial decision, you should consult a qualified financial professional who understands your specific situation.

Reading, downloading, or engaging with content on this Site does not create a client relationship between you and Wild Iris Financial.

Permitted Use

You may access and use this Site for lawful, personal, non-commercial purposes. You agree not to:

  • Copy, reproduce, or distribute Site content without our written permission
  • Use the Site in any way that could damage, disable, or impair its functionality
  • Attempt to gain unauthorized access to any part of the Site or its systems
  • Use automated tools, bots, or scrapers to extract content from the Site
  • Use the Site to transmit spam, malware, or any harmful content
  • Misrepresent your identity or affiliation when contacting us through the Site

Intellectual property

All content on this Site — including text, graphics, logos, images, and downloadable materials — is the property of Wild Iris Financial, LLC or its content providers and is protected by applicable copyright and intellectual property law.

You may download or print individual pages for personal, non-commercial use. Any other use requires our prior written consent.

Third-party links

This Site may contain links to third-party websites. Those sites are not under our control, and we are not responsible for their content, accuracy, or privacy practices. Links are provided for convenience only and do not constitute an endorsement.

Disclaimers

This Site and all content on it are provided “as is” and “as available” without warranties of any kind, either express or implied. Wild Iris Financial makes no representations or warranties regarding the accuracy, completeness, or timeliness of any content on this Site.

We do not warrant that the Site will be uninterrupted, error-free, or free of viruses or other harmful components.

Past performance referenced in any content on this Site is not indicative of future results.

Limitation of Liability

To the fullest extent permitted by law, Wild Iris Financial, LLC and its officers, employees, and agents will not be liable for any indirect, incidental, special, or consequential damages arising from your use of, or inability to use, this Site or any content on it — even if we have been advised of the possibility of such damages.

Our total liability for any claim arising from your use of this Site will not exceed one hundred dollars ($100.00).

Governing Law

These Terms of Use are governed by and construed in accordance with the laws of the State of Florida, without regard to its conflict of law provisions. Any dispute arising from these Terms or your use of the Site will be subject to the exclusive jurisdiction of the state and federal courts located in Pinellas County, Florida.

Changes to these terms

We may update these Terms of Use from time to time. When we do, we’ll update the “Last Updated” date at the top of this page. Your continued use of the Site after any changes means you accept the updated Terms.

Contact Us

Questions about these Terms? Reach us at:

Wild Iris Financial, LLC

333 3rd Ave. N, Suite 400, St. Petersburg, FL 33701

(813) 324-5346‬

info@wildirisfinancial.com