Terms of Service

Agreement to terms

By accessing or using the Unify Wealth Management website (unifywm.com) you agree to be bound by these Terms of Service. If you do not agree with any part of these terms, please do not use our website.

Advisory services disclaimer

Investment advisory services are offered through Unified Advisory Group, LLC (“UAG”), a registered investment adviser. Unify Wealth Management is a marketing name of UAG. The information on this website is for informational purposes only and does not constitute investment advice, a solicitation, or an offer to buy or sell any security. Investment advisory services are only provided pursuant to a written advisory agreement between UAG and the client.

Detail on our services, fees, methods, and conflicts is in our Form ADV Part 2A and Form CRS. Our Privacy Notice describes how we handle your information.

No guarantee of results

Past performance is not indicative of future results. Investing involves risk, including the possible loss of principal. No representation is made that any investment strategy will or is likely to achieve profits or losses similar to those discussed on this website. The information provided does not take into account the specific investment objectives, financial situation, or particular needs of any individual.

Use of website

You agree to use this website only for lawful purposes and in a manner that does not infringe upon the rights of others. You may not:

• Use the website in any way that could damage, disable, or impair its functionality.
• Attempt to gain unauthorized access to any part of the website or its systems.
• Use the website to transmit harmful, offensive, or unlawful content.
• Reproduce, distribute, or modify any content from this website without written permission.

Intellectual property

All content on this website — including text, graphics, logos, and software — is the property of Unified Advisory Group, LLC or its licensors and is protected by applicable intellectual property laws. You may not use our trademarks, trade names, or branding without prior written consent.

Third-party links

Our website may contain links to third-party websites, including our custodial partners, client portals, and sister-firm websites. We are not responsible for the content or practices of these external sites and encourage you to review their terms and privacy policies.

Limitation of liability

To the fullest extent permitted by law, Unified Advisory Group, LLC shall not be liable for any indirect, incidental, special, or consequential damages arising from your use of the website. Nothing in these terms limits our obligations under applicable securities laws or our fiduciary duties to advisory clients.

Governing law

These Terms of Service are governed by and construed in accordance with the laws of the State of Colorado, without regard to conflict-of-law principles.

Changes to these terms

We reserve the right to update these Terms of Service at any time. Changes will be posted on this page with an updated revision date. Your continued use of the website after changes are posted constitutes acceptance of the revised terms.

Contact us

If you have questions about these Terms of Service, please contact us at advisor@unifywm.com or call 970.484.9655.

Unified Advisory Group, LLC
185 North College Avenue
Fort Collins, CO 80524