Terms of Service

By accessing or using the Heritage Wealth LLC website (htgwealth.com), you agree to the following terms:

No Investment Advice

The content on this website is for informational purposes only and should not be construed as investment, legal, or tax advice. Past performance is not indicative of future results.

No Client Relationship

Viewing or using this site does not create an advisor–client relationship. Such a relationship is established only through a signed agreement with Heritage Wealth.

Intellectual Property

All website content, including text, graphics, logos, and images, is the property of Heritage Wealth or its licensors and may not be copied, distributed, or used without written consent.

Third-Party Links

This website may link to third-party sites. Heritage Wealth is not responsible for the content, security, or privacy practices of those sites.

Limitation of Liability

Heritage Wealth is not liable for any damages or losses resulting from the use of this website, including reliance on any content or the inability to access the site.

SMS Messaging Terms

By opting in to receive text messages from Heritage Wealth, you consent to receive appointment confirmations, appointment reminders, rescheduling notices, cancellation notices, and related customer-care messages.

Message frequency varies. Message and data rates may apply. Reply STOP at any time to unsubscribe. Reply HELP for assistance, or call (630) 868-9127.

Consent to receive text messages is not a condition of scheduling an appointment or receiving services from Heritage Wealth.

Carriers are not liable for delayed or undelivered messages.

Mobile phone numbers and SMS opt-in consent are not shared with third parties or affiliates for marketing or promotional purposes. See our Privacy Policy for additional information.

Changes to Terms

We reserve the right to update or modify these Terms at any time without prior notice. Your continued use of the site constitutes acceptance of such changes.