Terms of Use

Effective Date: July 10, 2026
Welcome to the Savy Wealth Advisors, Inc. ("Savy Wealth Advisors," "we," "our," or "us") website. By accessing or using this website, you agree to be bound by these Terms of Use ("Terms"). If you do not agree to these Terms, please discontinue use of this website.
These Terms govern your use of this website only. Any investment advisory services provided by Savy Wealth Advisors are governed exclusively by a separate written investment advisory agreement.

1. Website Purpose

This website is provided for general informational and educational purposes regarding the investment advisory services offered by Savy Wealth Advisors.

Nothing contained on this website should be interpreted as individualized investment, financial, legal, tax, or accounting advice. The information presented is not intended as a recommendation to buy or sell any security or adopt any particular investment strategy.

Viewing this website, contacting us, submitting an inquiry, or scheduling a consultation does not establish an investment advisory relationship with Savy Wealth Advisors.

An advisory relationship is established only after the execution of a written investment advisory agreement.

2. No Guarantee of Results

All investments involve risk, including the possible loss of principal.

Past performance is not indicative of future results, and no representation or warranty is made that any investment strategy or recommendation will achieve its intended objective or avoid losses.

Information contained on this website should not be relied upon as a guarantee of future investment performance.

3. Permitted Use

You may use this website solely for lawful, personal, and non-commercial purposes.
You agree not to:

4. Third-Party Websites

This website may contain links to third-party websites or services for your convenience.

Savy Wealth Advisors does not control, endorse, or assume responsibility for the content, accuracy, security, or privacy practices of any third-party website. Access to any third-party website is at your own risk.

5. Accuracy of Information

We strive to maintain accurate and current information; however, investment markets, laws, regulations, and economic conditions change frequently.

Accordingly, Savy Wealth Advisors does not guarantee that all information contained on this website is complete, accurate, or current.

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

6. Electronic Communications

Communications submitted through this website, including contact forms and email inquiries, are not guaranteed to be secure.

Please do not submit confidential account information or sensitive personal information unless instructed to do so using a secure method of communication.

7. Limitation of Liability

To the fullest extent permitted by applicable law, Savy Wealth Advisors shall not be liable for any direct, indirect, incidental, consequential, special, or punitive damages arising from or related to your use of, or inability to use, this website or your reliance on any information contained herein.

Nothing contained in these Terms limits any rights that cannot legally be limited under applicable law.

8. Regulatory Information

Savy Wealth Advisors, Inc. is a California registered investment adviser. Registration does not imply a certain level of skill or training.

Additional information regarding Savy Wealth Advisors, including our Form ADV Part 2A, is available through this website and the Investment Adviser Public Disclosure (IAPD) system.

9. Privacy

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

10. Governing Law

These Terms shall be governed by and interpreted in accordance with the laws of the State of California, without regard to its conflict of law principles.

11. Changes to These Terms

Savy Wealth Advisors may update these Terms from time to time. Any revisions become effective upon posting to this website.

12. Contact Information

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

Savy Wealth Advisors, Inc.
Email: info@savyfinancialgroup.com
Phone: (858) 247-0989