Effective Date: [Insert Date]
Welcome to Expat Wealth Strategist (“we,” “our,” or “us”). These Terms of Use (“Terms”) govern your access to and use of our website, services, content, tools, and materials provided via www.expatwealthstrategist.com (the “Website”). By accessing or using the Website, you agree to these Terms in full. If you do not agree, please do not use the Website.
This Website provides general financial education, strategic insights, and information related to U.S.-connected wealth planning for globally mobile professionals and foreign investors. We may also offer access to downloadable resources, articles, and lead-generation forms for users seeking licensed financial advice.
We do not provide financial, legal, tax, or investment advice directly through this Website. Any financial decisions you make should be done in consultation with a qualified professional.
Use of this Website does not create a client relationship between you and Expat Wealth Strategist. Referrals made through this site are educational and informational in nature. If you are referred to a licensed advisor, your engagement with that advisor is governed by their own terms and agreements.
You must be at least 18 years old and have the legal capacity to enter into these Terms. By using the Website, you represent and warrant that you meet these requirements.
All materials, branding, content, images, text, videos, and downloadable files on this Website are the property of Expat Wealth Strategist or its content providers and are protected by intellectual property laws. You may not reproduce, distribute, modify, or exploit any content without prior written consent.
You agree to use the Website only for lawful purposes. You may not:
Misrepresent your identity
Upload or transmit any malicious code
Attempt to gain unauthorized access to restricted areas
Harvest or collect personal data from other users
This Website may contain links to third-party sites or refer you to external advisors. We are not responsible for the content, accuracy, or privacy practices of those third-party websites. Accessing them is at your own risk.
This Website is provided on an “as-is” and “as-available” basis. We make no warranties or representations of any kind—express or implied—regarding the Website’s accuracy, completeness, or suitability for any particular purpose.
To the fullest extent permitted by law, Expat Wealth Strategist disclaims any liability for any direct, indirect, incidental, or consequential damages arising from your use of or reliance on the Website or its content.
Your use of this Website is subject to our Privacy Policy, which explains how we collect and use your data. By using the Website, you consent to the practices outlined in that policy.
We reserve the right to update or modify these Terms at any time without prior notice. Changes will be posted to this page with an updated effective date. Continued use of the Website after changes constitutes your acceptance of the revised Terms.
These Terms shall be governed by and construed in accordance with the laws of [Insert Jurisdiction], without regard to conflict of laws principles.
If you have any questions about these Terms, you can contact us at:
David Clark – Expat Wealth Management Services
Email: david@expatwealthmanagementservices.com
www.expatwealthmanagementservices.com
Serving clients in 12+ countries with insight on U.S.-linked assets, international wealth strategy, and long-term structure.
Expat Wealth Management Services provides educational content for international clients with U.S.-connected assets.
This site does not provide investment, tax, or legal advice.
We may refer users to licensed advisors in relevant jurisdictions. Referrals do not imply endorsement. Always consult a qualified professional before making financial decisions involving cross-border or U.S.-based assets.
