Terms of Service

Effective Date: 01/01/2026

Welcome to the website of TradeWinds Asset Management LLC DBA TradeWinds Wealth Management ("Company", "we", "our", or "us"). By accessing or using this website, you agree to comply with and be bound by the following Terms of Service. If you do not agree to these terms, please do not use this website.

1. Use of Website
This website is intended to provide general information about our firm, our services, and financial planning topics. The information provided on this website is for informational purposes only and should not be considered personalized investment advice.

Your use of this website does not establish an advisory relationship with our firm.

An advisory relationship is only established after entering into a written agreement with our firm.

2. No Investment Advice
The content on this website is provided for educational and informational purposes only.

Nothing on this website should be interpreted as:

Investment advice
A recommendation to buy or sell securities
Financial, legal, or tax advice
All investment strategies involve risk, including the potential loss of principal. Past performance is not indicative of future results.

You should consult a qualified financial professional before making any investment decisions.

3. No Client Relationship
Contacting our firm through this website, including through forms, email links, or scheduling tools, does not establish a client relationship.

A client relationship is only formed after:

Both parties execute a written advisory agreement
The firm accepts the individual as a client

4. Accuracy of Information
We strive to provide accurate and up-to-date information, but we do not guarantee that all information on this website is complete, current, or free from errors.

The content on this website may be updated or changed at any time without notice.

5. Third-Party Links
This website may contain links to third-party websites for your convenience.

We do not control or endorse the content of any third-party websites and are not responsible for their accuracy, privacy practices, or policies.

Visiting third-party websites is done at your own risk.

6. Intellectual Property
All content on this website, including text, graphics, logos, images, and design elements, is the property of [Firm Name] unless otherwise stated.

You may not reproduce, distribute, modify, or use any website content without prior written permission from the firm.

7. Limitation of Liability
To the fullest extent permitted by law, TradeWinds Asset Management LLC shall not be liable for any damages resulting from your use of, or inability to use, this website.

This includes but is not limited to:

Direct damages
Indirect damages
Incidental damages
Consequential damages

8. Privacy
Your use of this website is also governed by our Privacy Policy, which explains how we collect, use, and protect personal information.

9. Changes to These Terms
We reserve the right to modify these Terms of Service at any time. Any updates will be posted on this page with the revised effective date.

Your continued use of the website after changes are posted constitutes acceptance of those changes.

10. Governing Law
These Terms of Service shall be governed by and interpreted in accordance with the laws of the state of [State], without regard to conflict of law principles.

11. Contact Information
If you have any questions about these Terms of Service, please contact us:

TradeWinds Asset Management LLC
5550 S Macadam Ave, Ste 110, Portland, OR 97239
503-673-2828
admin@tradewindswm.com