Services

The WISE product is offered by Wealthie, Inc. Investment advice is provided by Wealthie Advisors LLC, an SEC-registered investment advisor. Information provided in relation to the Product is for informational purposes only. Investments are held by an unaffiliated broker-dealer/custodian, and Wealthie Advisors manages client accounts in accordance with its investment strategies and clients' financial goals and risk tolerance. In certain cases, Wealthie, Inc. and Wealthie Advisors LLC may work alongside a client's existing financial advisor, as directed by the client.

Risk Warning

Investing in financial products involves risks, including the potential loss of principal. Past performance is not indicative of future results. The value of investments can go down as well as up, and you may not get back the amount invested.

Regulatory Status

Wealthie Advisors LLC is an SEC-registered investment advisor.

Tax Implications

The tax treatment of this Product depends on your individual circumstances and may be subject to change in the future. Wealthie, Inc. and Wealthie Advisors LLC do not provide tax advice, and you should consult with a qualified tax professional regarding your specific situation.

Acceptance of Terms

By accessing or using our Product, you agree to be bound by these Terms of Service and all applicable laws and regulations. If you do not agree with any part of these terms, you may not use our Product.

Eligibility

You must be at least 18 years old and have the legal capacity to enter into a binding contract to use our Product. By using the Product, you represent and warrant that you meet these eligibility requirements.

Account Registration

To access certain features of the Product, you are required to register for an account. You agree to provide accurate, current, and complete information during the registration process and to update such information to keep it accurate, current, and complete.

Prohibited Activities

You agree not to engage in any of the following activities:

• Violating any applicable laws or regulations
• Infringing on the intellectual property rights of others
• Attempting to gain unauthorized access to our systems or other users' accounts
• Using the Product for any illegal or unauthorized purpose
• Transmitting any viruses, malware, or other malicious code

Information Collection

We collect personal information that you provide to us, such as your name, email address, and financial information necessary for the use of our Product. We also collect information automatically when you use our Product, including usage data and device information.

Use of Information

We use the information we collect to:

• Provide, maintain, and improve our Product
• Process transactions and send related information
• Send you technical notices, updates, security alerts, and support messages
• Respond to your comments, questions, and customer service requests
• Comply with legal obligations