Terms of Use

Welcome to the website of Greyrock Private Wealth ("Greyrock," "we," "us," or "our"). By accessing or using this website, you agree to these Terms of Use. If you do not agree with these terms, please do not use this website.

​

These Terms of Use govern your access to and use of the Greyrock Private Wealth website and the information, resources, and materials made available through it.

 

Informational Purposes Only

The information provided on this website is for general informational and educational purposes only.

​

Nothing on this website should be construed as personalized investment, financial, tax, accounting, legal, insurance, or other professional advice. Information presented on this website may not be appropriate for your individual circumstances.

​

You should consult with appropriately qualified professionals regarding your specific financial, investment, tax, accounting, legal, or other professional needs before making decisions based on information presented on this website.

​

No Adviser-Client Relationship

Accessing this website, reading its content, submitting a contact form, sending an email, scheduling an introductory conversation, or otherwise communicating with Greyrock Private Wealth through this website does not, by itself, create an investment adviser-client relationship.

​

An adviser-client relationship is established only after the appropriate agreements have been executed and any applicable onboarding requirements have been completed.

​

No Investment Recommendation or Offer

Nothing contained on this website constitutes an offer to sell, a solicitation of an offer to buy, or a recommendation regarding any security, investment product, investment strategy, or financial transaction.

​

Any discussion of investments, financial strategies, retirement planning concepts, tax-planning considerations, or other financial topics is intended to provide general information and should not be interpreted as a recommendation for any particular individual.

​

Investment Risk

Investing involves risk, including the possible loss of principal.

​

Past performance does not guarantee or indicate future results. No investment strategy, financial plan, or investment product can guarantee a profit or protect against loss in all circumstances.

​

Financial markets, tax laws, economic conditions, interest rates, individual circumstances, and other factors can change over time. Any investment or financial strategy should be evaluated based on an individual's specific goals, financial circumstances, risk tolerance, time horizon, tax situation, and other relevant considerations.

​

Tax, Accounting, and Legal Information

Greyrock Private Wealth may discuss tax-aware financial planning strategies and may coordinate with accounting, tax, legal, and other professionals as part of a client's broader financial planning process.

​

Unless specifically agreed otherwise and permitted under applicable law, information presented through this website should not be considered individualized tax, accounting, or legal advice.

​

Visitors should consult their CPA, tax professional, attorney, or other qualified professional regarding their specific circumstances.

​

Accuracy and Timeliness of Information

Greyrock Private Wealth strives to provide useful and accurate information. However, we do not guarantee that all information on this website will always be complete, accurate, current, or suitable for any particular purpose.

​

Financial regulations, tax laws, market conditions, planning strategies, products, and other information may change without notice.

​

We reserve the right to modify, remove, or update website content at any time without notice.

​

Third-Party Websites and Resources

This website may contain links to third-party websites, resources, tools, or services.

​

These links may be provided for convenience or informational purposes. Greyrock Private Wealth does not necessarily control, endorse, guarantee, or assume responsibility for third-party websites or their content, security, availability, products, services, or privacy practices.

​

Accessing a third-party website is at your own discretion and subject to that third party's terms and policies.

 

Website Communications

Information submitted through this website, including contact forms or email, should not be used to transmit sensitive or confidential financial information unless Greyrock Private Wealth has specifically provided a secure method for doing so.

​

Please do not submit Social Security numbers, account numbers, passwords, investment account credentials, or other sensitive financial information through standard website forms or ordinary email.

​

Electronic communications may not always be secure, timely, or error-free.

​

Intellectual Property

Unless otherwise stated, the text, graphics, branding, logos, design elements, photographs, videos, downloads, and other original content appearing on this website are owned by or licensed to Greyrock Private Wealth and are protected by applicable intellectual property laws.

​

Website content may be viewed and used for personal, non-commercial purposes.

​

You may not reproduce, distribute, modify, republish, sell, exploit, or create derivative works from website content without prior written permission from Greyrock Private Wealth, except as otherwise permitted by law.

 

Acceptable Use

You agree not to use this website in a manner that could damage, disable, interfere with, or compromise the website, its security, its users, or Greyrock Private Wealth.

​

You may not attempt to gain unauthorized access to the website, its systems, accounts, servers, data, or related networks.

​

You may not use automated systems, malicious software, scraping technologies, or other methods to access or collect information from the website in violation of applicable law or these Terms of Use.

​

No Warranties

This website and its content are provided on an "as is" and "as available" basis.

​

To the fullest extent permitted by applicable law, Greyrock Private Wealth makes no warranties, express or implied, regarding the website, its availability, its content, or the information provided through it.

​

We do not warrant that the website will be uninterrupted, error-free, completely secure, or free from harmful components.

​

Limitation of Liability

To the fullest extent permitted by applicable law, Greyrock Private Wealth and its owners, employees, representatives, affiliates, and service providers will not be liable for losses or damages arising from or related to your access to, use of, inability to use, or reliance upon this website or its content.

​

Nothing in these Terms of Use is intended to waive or limit any right or responsibility that cannot lawfully be waived or limited under applicable federal or state securities laws or other applicable law.

​

Privacy

Your use of this website is also subject to our Privacy Policy and Cookie Policy.

​

Please review those policies for additional information regarding how information may be collected, used, and handled through the website.

​

Regulatory Disclosures

Additional regulatory, investment advisory, and firm-specific disclosures may be provided through Greyrock Private Wealth's Important Disclosures page and applicable regulatory documents.

​

In the event of a conflict between general information on this website and an applicable client agreement, regulatory filing, or legally required disclosure, the applicable agreement, filing, or disclosure will control.

​

Changes to These Terms

Greyrock Private Wealth may revise these Terms of Use periodically to reflect changes in our website, services, practices, or applicable requirements.

​

Any revised Terms of Use will become effective when posted to this website unless otherwise indicated. The "Last Updated" date at the top of this page indicates when these Terms of Use were most recently revised.

Your continued use of the website following an update constitutes your acceptance of the revised Terms of Use.

​

Governing Law

These Terms of Use will be governed by and interpreted in accordance with applicable law.

​

Any specific jurisdiction, venue, arbitration, or dispute-resolution provisions applicable to Greyrock Private Wealth should be established in accordance with the firm's legal and regulatory requirements.

 

Contact Us

If you have questions regarding these Terms of Use, please contact:

Greyrock Private Wealth
Email: zachbostic15@gmail.com
Phone: (864) 838-9925
Website: www.greyrockprivatewealth.com