Terms and Conditions

Vericrest Private Wealth, LLC

Last Updated: September 2025

By accessing this website, requesting information, submitting a form, scheduling a consultation, or otherwise engaging with Vericrest Private Wealth, LLC (“Vericrest,” “we,” “us,” or “our”), you agree to the following Terms and Conditions. Please read them carefully.

1. Advisory Services and Regulatory Status

Vericrest Private Wealth, LLC is a registered investment adviser. Registration does not imply a certain level of skill or training. Advisory services are provided only pursuant to a written investment advisory agreement entered into between Vericrest and the client.

Information on this website is provided for general informational purposes only and does not constitute personalized investment, tax, legal, or financial advice.

2. No Client Relationship Created

Accessing this website, submitting information, or participating in an introductory consultation does not create an advisory or fiduciary relationship. A client relationship is established only after the execution of a written advisory agreement and completion of required onboarding documentation.

3. Website Content and Use

All content on this website is intended for informational and educational purposes. While we strive to keep information current and accurate, we do not warrant or guarantee the completeness, accuracy, or timeliness of any content.

You agree not to use this website:

4. Consultations and Communications

By submitting a form, scheduling a consultation, or providing contact information, you consent to receive communications from Vericrest related to your inquiry. Communications may include phone calls, emails, or text messages related to scheduling, follow-up, or service-related information.

Providing contact information does not obligate you to engage advisory services, and consultations are provided without obligation.

5. No Investment Guarantees

All investing involves risk, including the potential loss of principal. Past performance is not indicative of future results. No representation is made that any strategy, allocation, or planning approach will achieve specific results or objectives.

Any examples or discussions of investment concepts are illustrative only and should not be construed as guarantees or predictions.

6. Third-Party Links and Information

This website may contain links to third-party websites or references to third-party content. Vericrest does not control, endorse, or assume responsibility for the content, accuracy, or privacy practices of third-party websites.

Accessing third-party sites is done at your own discretion and risk.

7. Intellectual Property

All content on this website, including text, graphics, logos, and design elements, is the property of Vericrest Private Wealth, LLC or its licensors and is protected by applicable intellectual property laws.

You may view, download, or print content for personal, non-commercial use only. Any other use without prior written consent is prohibited.

8. Privacy and Data Use

Your use of this website and submission of personal information are governed by our Privacy Policy, which describes how information is collected, used, and safeguarded. By using this website, you acknowledge and agree to the terms of our Privacy Policy.

9. Limitation of Liability

To the fullest extent permitted by law:

10. Governing Law

These Terms and Conditions are governed by and construed in accordance with the laws of the Commonwealth of Pennsylvania, without regard to conflict-of-law principles.

11. Changes to These Terms

Vericrest reserves the right to modify these Terms and Conditions at any time. Changes will become effective upon posting to this website. Continued use of the website constitutes acceptance of any updated terms.

12. Contact Information

If you have questions regarding these Terms and Conditions, please contact:

Vericrest Private Wealth, LLC

41 University Drive, Suite 400

Newtown, PA 18940

Phone: (267) 685-6550