Terms & Conditions
Last updated: 06/15/2025
Welcome to the Carolina Wealth Planners website (the “Site”). By accessing or using this Site, you agree to be bound by the following Terms and Conditions. If you do not agree, please do not use the Site.
1. Use of This Site
The content provided on this Site is for informational purposes only and is not intended as investment, legal, tax, or accounting advice. You should consult your professional advisors before making any financial decisions. Your use of the Site does not create an advisory relationship between you and Carolina Wealth Planners.
2. Advisory Services Disclosure
Carolina Wealth Planners offers advisory services through XY Investment Solutions, LLC, an SEC-registered investment advisor. Advisory services are only offered to clients or prospective clients where Carolina Wealth Planners and its advisors are properly registered or exempt from registration.
3. No Offer or Solicitation
Nothing on this Site should be construed as an offer to buy or sell any security or financial product, or as a solicitation of any offer.
4. Intellectual Property
All content on this Site—including text, graphics, logos, and images—is the property of Carolina Wealth Planners or its licensors and is protected by copyright and trademark laws. You may not reproduce, distribute, or create derivative works without our express written consent.
5. Third-Party Links
This Site may contain links to third-party websites (e.g., Zoom, Orion). These links are provided for convenience and do not imply endorsement. Carolina Wealth Planners is not responsible for the content, privacy practices, or accuracy of any external websites.
6. Limitation of Liability
The Site and its content are provided “AS IS” without warranties of any kind, either express or implied. Carolina Wealth Planners and XY Investment Solutions are not liable for any direct, indirect, incidental, or consequential damages resulting from your use—or inability to use—this Site.
7. Privacy
Your use of this Site is also governed by our Privacy Policy (link to your privacy policy). Please review it for details about how we collect and protect your personal information.
8. User Conduct
You agree not to use this Site for any unlawful purpose, to transmit harmful code, or to engage in any activity that could damage or impair the Site or its content.
9. Governing Law
These Terms are governed by the laws of the State of [Insert State], without regard to its conflict of law provisions. Any disputes arising from your use of this Site will be subject to the exclusive jurisdiction of the courts located in that state.
10. Modifications
We reserve the right to update these Terms at any time. Changes will be posted on this page with a new “Last updated” date. Your continued use of the Site after such changes constitutes your acceptance of the new Terms.
Questions?
If you have any questions about these Terms, please contact us at:
Carolina Wealth Planners
408 ½ State Street Greensboro, NC 27408
Email: contact@carolinawp.com
Phone: (336) 645-6650