Terms And Conditions
Welcome to the website of Vaughn Woods Financial Group, Inc. (“Vaughn Woods Financial Group,” “we,” “us,” or “our”). These Terms & Conditions (“Terms”) govern your access to and use of https://vaughnwoods.com/ (the “Website”).
By accessing or using this Website, you acknowledge that you have read, understood, and agree to be bound by these Terms. If you do not agree with these Terms, please do not use the Website.
1. Use of the Website
The Website is provided for general informational and educational purposes. You may use the Website only for lawful purposes and in accordance with these Terms.
You agree not to:
- Use the Website for any unlawful or unauthorized purpose
- Attempt to gain unauthorized access to the Website or its systems
- Interfere with or disrupt the operation or security of the Website
- Copy, reproduce, distribute, modify, or commercially exploit Website content without authorization
- Submit false, misleading, or fraudulent information
- Use automated systems or software to access the Website in a manner that could damage or interfere with its operation
We reserve the right to restrict or terminate access to the Website if we believe these Terms have been violated.
2. No Investment Advice
The information provided on this Website is for general informational and educational purposes only and should not be considered personalized investment, financial, tax, accounting, or legal advice.
Nothing on this Website should be interpreted as a recommendation, solicitation, or offer to buy or sell any security, investment product, or financial instrument.
Investment decisions should be based on your individual financial circumstances, investment objectives, risk tolerance, and other relevant factors. You should consult with qualified financial, tax, and legal professionals before making financial or investment decisions.
Past performance does not guarantee future results. All investments involve risk, including the possible loss of principal.
3. No Guarantee of Results
While Vaughn Woods Financial Group strives to provide accurate and useful information, we do not guarantee that any investment strategy, financial plan, portfolio, or recommendation will achieve a particular result.
Market conditions and other economic, financial, regulatory, and geopolitical factors may affect investment performance.
Any examples, projections, estimates, or illustrations provided on the Website are for informational purposes only and should not be considered guarantees of future results.
4. Website Content
We make reasonable efforts to ensure that information presented on the Website is accurate and current. However, information may become outdated or may contain errors or omissions.
We reserve the right to modify, update, remove, or add Website content at any time without prior notice.
Your reliance on information provided through the Website is at your own risk.
5. Financial Services and Client Relationship
Accessing or using this Website does not create an investment advisory, financial planning, fiduciary, broker-dealer, client, or other professional relationship between you and Vaughn Woods Financial Group.
A professional relationship is established only after appropriate agreements and required documentation have been completed.
The availability of information about a particular service on the Website does not mean that the service is available to every individual or in every jurisdiction.
6. Securities and Advisory Disclosures
Securities are offered through Bolton Global Capital, Inc., a registered broker-dealer and member of FINRA and SIPC.
Advisory services are offered through Bolton Global Asset Management, a registered investment adviser.
Registration with a regulatory authority does not imply a particular level of skill or expertise.
State securities laws require financial representatives to be registered in the state in which their clients reside. Please refer to the applicable regulatory and BrokerCheck information for additional details.
7. Third-Party Websites and Links
The Website may contain links to third-party websites, including financial account platforms, regulatory organizations, service providers, and other resources.
These links are provided for convenience and informational purposes. Vaughn Woods Financial Group does not control or necessarily endorse the content, products, services, privacy practices, or security of third-party websites.
You access third-party websites at your own risk and should review their applicable terms and privacy policies.
8. Account Access and Security
Certain portions of the Website may provide access to third-party platforms or client account services.
You are responsible for maintaining the confidentiality of your login credentials and for all activities conducted through your account.
You should never provide passwords, account numbers, Social Security numbers, or other confidential financial information through unsecured Website forms or ordinary email unless specifically instructed to do so through an appropriate secure system.
9. Intellectual Property
Unless otherwise stated, all content on this Website, including text, graphics, logos, images, photographs, videos, articles, designs, and other materials, is owned by or licensed to Vaughn Woods Financial Group and is protected by applicable intellectual-property laws.
You may view and use Website content for personal, non-commercial purposes.
You may not reproduce, modify, distribute, publish, display, transmit, sell, or commercially exploit Website content without our prior written permission.
10. User Submissions
If you submit information, comments, questions, feedback, or other materials through the Website, you represent that the information you provide is accurate and that you have the right to provide it.
You should not submit confidential financial, account, or other sensitive information through general contact forms unless specifically requested through a secure process.
We reserve the right to use information submitted through the Website as reasonably necessary to respond to your request, provide services, maintain records, or comply with applicable laws and regulations, subject to our Privacy Policy and other applicable obligations.
11. Privacy
Your use of the Website is also subject to our Privacy Policy, which explains how we collect, use, maintain, and protect personal information.
By using the Website, you acknowledge that you have reviewed our Privacy Policy.
12. Limitation of Liability
To the fullest extent permitted by applicable law, Vaughn Woods Financial Group and its officers, directors, employees, representatives, affiliates, and service providers will not be liable for any direct, indirect, incidental, consequential, special, or other damages arising from or related to:
- Your use of or inability to use the Website
- Reliance on information provided through the Website
- Errors, omissions, or inaccuracies in Website content
- Website interruptions or technical problems
- Unauthorized access to or alteration of information
- Third-party websites or services
- Investment decisions made based on information available through the Website
Nothing in these Terms is intended to exclude or limit liability that cannot legally be excluded or limited under applicable law.
13. Disclaimer of Warranties
The Website and its content are provided on an “as is” and “as available” basis.
To the fullest extent permitted by law, Vaughn Woods Financial Group makes no warranties, express or implied, regarding the Website, including warranties of accuracy, completeness, reliability, availability, merchantability, fitness for a particular purpose, or non-infringement.
We do not warrant that the Website will always be available, secure, error-free, or free from viruses or other harmful components.
14. Indemnification
To the extent permitted by applicable law, you agree to indemnify and hold harmless Vaughn Woods Financial Group and its officers, directors, employees, representatives, affiliates, and service providers from claims, liabilities, damages, losses, costs, and expenses arising from:
- Your violation of these Terms
- Your misuse of the Website
- Your violation of applicable laws or regulations
- Your infringement of another person’s rights
- Information or materials you submit through the Website
15. Changes to These Terms
We may update or modify these Terms from time to time.
Any changes will become effective when the revised Terms are posted on the Website, unless otherwise stated.
The “Last Updated” date at the top of this page will indicate when the Terms were most recently revised.
Your continued use of the Website after changes are posted constitutes your acceptance of the revised Terms.
16. Governing Law
These Terms shall be governed by and interpreted in accordance with the applicable laws of the State of California, without regard to conflict-of-law principles, except where applicable law requires otherwise.
Any dispute relating to these Terms or your use of the Website shall be handled in accordance with applicable law and in a court of competent jurisdiction.
17. Severability
If any provision of these Terms is determined to be invalid, unlawful, or unenforceable, the remaining provisions will continue to remain in full force and effect to the extent permitted by law.
18. Entire Agreement
These Terms, together with the Privacy Policy and any other policies or disclosures specifically referenced on the Website, constitute the agreement governing your use of the Website.
These Terms do not replace or modify any separate client agreement, investment advisory agreement, brokerage agreement, or other contractual agreement you may have with Vaughn Woods Financial Group or its affiliated or associated financial-services providers.
19. Contact Information
If you have questions about these Terms & Conditions, please contact:
Vaughn Woods Financial Group, Inc.
2226 Avenida de la Playa, Suite A
La Jolla, CA 92037
Phone: (800) 374-4412
Local: (858) 454-6900
Fax: (858) 454-6901
Email: vw@vaughnwoods.com
Important Disclaimer
These Terms & Conditions are provided as website copy and are not legal advice. Because Vaughn Woods Financial Group operates in the financial-services industry and its website contains securities and investment-advisory disclosures, the final version should be reviewed and approved by the firm’s legal/compliance team before publication.