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TERMS & CONDITIONS

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Welcome to Wealth Design Partners LLC (“we”, “our”, “us”). These Terms & Conditions (“Terms”) govern your use of our website [wealthdesignpartners.com] (the “Site”) and any related services we provide. By accessing or using our Site, you agree to be bound by these Terms. If you do not agree, please do not use the Site.

 

1. Use of the Site

  • You agree to use the Site only for lawful purposes and in a way that does not infringe the rights of, restrict, or inhibit anyone else’s use and enjoyment of the Site.

  • You must not use the Site to engage in any fraudulent, harmful, or illegal activities.

 

2. Services & Disclaimer

  • We offer services related to wealth creation, investment planning, insurance planning, retirement income design, charitable planning, estate planning, tax planning, business protection, Medicaid planning, business perpetuation, pension strategies, college funding, and group employee benefits, among others.

  • Important: We do not provide legal or tax advice. You should always consult an attorney or tax professional before implementing any financial, legal, or tax-related strategies. wealthdesign

  • Securities and investment recommendations may only be offered by registered broker-dealers, and only through registered representatives. wealthdesign

 

3. Intellectual Property

  • All content on the Site — including text, images, logos, graphics, videos, and other materials — are owned by Wealth Design Partners or licensed to us, and are protected by copyright, trademark, and other intellectual property laws.

  • You may not reproduce, copy, distribute, publish, display, or create derivative works of any content from the Site without our prior written permission.

 

4. User Content; Feedback

  • If you submit content (such as comments, questions, feedback), you grant us a non-exclusive, royalty-free, perpetual, worldwide license to use, reproduce, modify, publish, or display that content.

  • You represent that any content you submit is your own or that you have any required permissions to submit it, and that it does not violate any laws or rights of others.

  • We reserve the right to remove or refuse to post content that we believe violates these Terms or is otherwise objectionable.

 

5. Links to Third‑Party Sites

  • Our Site may include links to third‑party websites. We do not control those websites, their content, or their privacy policies.

  • We are not responsible or liable for any content, products, or services on those third‑party sites. Visiting links is at your own risk.

 

6. Limitation of Liability & Disclaimers

  • The Site and all content are provided “as is” and “as available” without any warranties of any kind, either express or implied.

  • We make no warranty that the Site will be uninterrupted or error‑free or that content will always be accurate, complete, or up to date.

  • Wealth Design Partners, its officers, agents, or employees shall not be liable for any direct, indirect, incidental, special, consequential, or punitive damages arising from your access to, or use of, the Site or any content therein, even if advised of the possibility of such damages.

 

7. Indemnification

You agree to indemnify, defend, and hold harmless Wealth Design Partners, its affiliates, officers, employees, agents, and licensors from and against all claims, losses, liabilities, damages, costs, or expenses (including reasonable attorneys’ fees) arising out of or relating to:

  • your use or misuse of the Site;

  • any content you submit;

  • any violation of these Terms; or

  • any violation of rights of others.

 

8. Termination

  • We reserve the right, in our sole discretion, to terminate or suspend your access to all or part of the Site at any time, with or without notice, for any reason (including for lack of use, violation of these Terms, or other conduct we believe is harmful).

  • Upon termination, all rights granted to you under these Terms will cease immediately.

 

9. Governing Law & Jurisdiction

  • These Terms are governed by and construed in accordance with the laws of the State of Ohio (or if you want a different state, change accordingly), without regard to its conflict of law principles.

  • Any dispute arising out of or related to these Terms or your use of the Site will be resolved exclusively in the state or federal courts located in [Cuyahoga County / or appropriate county], Ohio (or your chosen jurisdiction).

 

10. Changes to These Terms

  • We may update these Terms from time to time. When we do, we will revise the “Effective Date” at the top of this document.

  • Your continued use of the Site after such changes constitutes your acceptance of the new Terms.

 

11. Contact Us

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

 

Wealth Design Partners LLC
Email: info@wealthdesignpartners.com
Address: 77 Milford, Suite 234, Hudson, Ohio 

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p: 330 650 1114 | e: info@wealthdesignpartners.com

77 Milford, Suite 234 | Hudson OH

PRIVACY POLICY // TERMS & CONDITIONS

© 2025 WEALTH DESIGN PARTNERS LLC

Wealth Design Partners is:  

  • A loosely affiliated group of insurance professionals who are available to work independently or in groups to help identify financial solutions.  Not all members of Wealth Design Partners are registered to offer all products and/or services?

  • Wealth Design Partners does not provide legal or tax advice – you should always consult an attorney or tax professional before implementing a financial strategy.

  • Securities may only be offered by registered broker-dealers and only through registered representatives.

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