Terms of Use

Last Updated: July 1, 2025

Agreement to Terms

By accessing and using the Trails Edge Wealth Advisers website and services, you agree to be bound by these Terms of Use. If you disagree with any part of these terms, you may not access our website or use our services.

Services Description

Trails Edge Wealth Advisers provides financial planning and investment management services. Our services include:

  • Investment portfolio management
  • Retirement planning
  • Estate planning
  • Tax planning
  • Risk management

The specific services provided will be detailed in your individual client agreement.

User Responsibilities

As a user of our website and services, you agree to:

  • Provide accurate and complete information
  • Maintain the confidentiality of your account credentials
  • Notify us immediately of any unauthorized access
  • Use our services in compliance with applicable laws
  • Not engage in any fraudulent or deceptive practices

Intellectual Property

All content on this website, including but not limited to text, graphics, logos, images, and software, is the property of Trails Edge Wealth Advisers and is protected by copyright and other intellectual property laws.

Limitation of Liability

Trails Edge Wealth Advisers shall not be liable for any indirect, incidental, special, consequential, or punitive damages resulting from your use or inability to use our services. This includes but is not limited to:

  • Loss of profits or revenue
  • Loss of data
  • Cost of substitute services
  • Other intangible losses

Modifications to Terms

We reserve the right to modify these terms at any time. We will notify users of any material changes through:

  • Email notifications
  • Website announcements
  • Client portal notifications

Your continued use of our services after such modifications constitutes acceptance of the updated terms.

Governing Law

These terms shall be governed by and construed in accordance with the laws of the State of Illinois, without regard to its conflict of law provisions.

Contact Information

For questions about these Terms of Use, please contact us at:

Trails Edge Wealth Advisers
1866 Trails Edge Drive
Northbrook, IL 60062
Phone: (847) 555-0123