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Terms of Service

Last updated: August 24, 2026

These Terms of Service ("Terms") govern your access to and use of the informational website at covianwealthmanagement.com (the "Site"), operated by Covian Wealth Management, LLC ("Covian," "we," "us," or "our"), a holding company. By accessing or using the Site, you agree to be bound by these Terms.

1. About This Site

The Site is an informational website that provides general information about Covian as a holding company and the companies within our group. It does not offer accounts, subscriptions, paid features, or any transactional services. If you interact with a company operated by Covian, that company's own terms and policies will apply to your use of its products or services.

2. Not Investment or Professional Advice

Content on the Site is provided for general informational purposes only. Nothing on the Site constitutes investment, financial, legal, or tax advice, nor a solicitation, offer, or recommendation to buy or sell any security or to adopt any investment strategy. You are solely responsible for your own decisions.

Investing involves substantial risk of loss and is not suitable for every investor. Past performance is not indicative of future results. You should consult a licensed financial professional before making any investment decision.

3. Acceptable Use

You agree not to:

4. Intellectual Property

The Site and all associated content, software, trademarks, and branding are owned by Covian or its licensors and are protected by applicable intellectual property laws. We grant you a limited, non-exclusive, non-transferable, revocable license to view the Site for your personal, non-commercial purposes in accordance with these Terms.

5. Third-Party Links and Companies

The Site links to third-party websites, including those of the companies within our group. We do not control and are not responsible for the content, products, services, or practices of those sites, and your use of them is governed by their own terms and policies.

6. Disclaimer of Warranties

The Site is provided "as is" and "as available" without warranties of any kind, whether express or implied, including warranties of merchantability, fitness for a particular purpose, and non-infringement. We do not warrant that the Site will be uninterrupted, error-free, or secure, or that any content is accurate, complete, or current.

7. Limitation of Liability

To the fullest extent permitted by law, Covian and its affiliates will not be liable for any indirect, incidental, special, consequential, or punitive damages, or for any loss of profits, data, or goodwill, arising out of or relating to your use of the Site.

8. Indemnification

You agree to indemnify and hold harmless Covian and its officers, employees, and affiliates from any claims, losses, liabilities, and expenses arising out of your use of the Site or your violation of these Terms.

9. Changes to These Terms

We may update these Terms from time to time. When we do, we will revise the "Last updated" date above. Your continued use of the Site after changes become effective constitutes acceptance of the revised Terms.

10. Governing Law

These Terms are governed by the laws of the United States and the state in which Covian is organized, without regard to conflict-of-law principles.

11. Contact Us

If you have questions about these Terms, contact us at info@covianwealthmanagement.com.

These Terms of Service are provided for general informational purposes and do not constitute legal advice. You should consult a qualified attorney to ensure they meet your specific legal and regulatory obligations.