Terms of Use

LAST UPDATED:
10/2026

ACCEPTANCE OF THESE TERMS


These Terms of Use govern your access to and use of the Wealthtech Advisory website.


By accessing or using this website, you agree to these terms. If you do not agree, please discontinue use of the website.


INFORMATIONAL PURPOSES ONLY


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


Website content does not constitute:

  • Legal advice
  • Regulatory or compliance advice
  • Investment advice
  • Financial advice
  • A formal cybersecurity assessment
  • A technology audit
  • A guarantee of any business, regulatory, security, or financial outcome


You should consult qualified professionals regarding decisions requiring legal, regulatory, compliance, financial, or specialized cybersecurity advice.


NO CLIENT RELATIONSHIP


Using this website, submitting a contact form, downloading a resource, or scheduling an introductory meeting does not create a consulting or client relationship with Wealthtech Advisory.


A client relationship begins only when both parties sign a separate written agreement governing the applicable services.


ACCURACY OF INFORMATION


Wealthtech Advisory works to provide useful and accurate information. Technology, cybersecurity, regulatory expectations, vendors, and industry practices may change over time.


We do not guarantee that all website content is complete, current, accurate, or appropriate for every firm or situation.


INTELLECTUAL PROPERTY


Unless otherwise stated, the website and its original content, branding, graphics, articles, videos, downloads, and other materials are owned by or licensed to Wealthtech Advisory.


You may view and share links to publicly available pages for personal or internal business use.


You may not reproduce, sell, republish, modify, distribute, or commercially use website materials without prior written permission.


ACCEPTABLE USE


You agree not to:

  • Use the website for unlawful purposes
  • Attempt to gain unauthorized access to the website or its systems
  • Interfere with the website’s security or operation
  • Introduce malicious code
  • Scrape or extract website content through automated means without permission
  • Misrepresent your identity when submitting information
  • Use website content in a misleading or unlawful manner


THIRD-PARTY SERVICES AND LINKS


The website may link to third-party websites, software providers, scheduling tools, or other external services.


Wealthtech Advisory does not control and is not responsible for the availability, content, security, terms, or privacy practices of third-party services.


A link does not necessarily constitute an endorsement.


NO WARRANTIES


The website and its content are provided on an “as is” and “as available” basis.


To the fullest extent permitted by law, Wealthtech Advisory disclaims warranties regarding the website’s availability, accuracy, reliability, security, or fitness for a particular purpose.


LIMITATION OF LIABILITY


To the fullest extent permitted by law, Wealthtech Advisory and its owners, employees, contractors, and service providers will not be liable for indirect, incidental, consequential, special, or punitive damages arising from use of or reliance on this website.


This includes losses resulting from errors, interruptions, unavailable content, third-party links, or decisions made based on website information.


INDEMNIFICATION


You agree to indemnify and hold harmless Wealthtech Advisory and its owners, employees, contractors, and service providers from claims, damages, liabilities, and expenses arising from your unlawful use of the website or violation of these Terms of Use.


GOVERNING LAW


These Terms of Use are governed by the laws of the State of Ohio, without regard to conflict-of-law principles.


CHANGES TO THESE TERMS


Wealthtech Advisory may update these Terms of Use periodically. Updated terms will be posted on this page with a revised “Last Updated” date.


Continued use of the website after changes are posted constitutes acceptance of the revised terms.


CONTACT


Questions about these Terms of Use may be directed to:


T. M. Roesch & Associates, LLC
d/b/a Wealthtech Advisory
Email: info@wealthtechadvisory.com
Phone: 937-422-6662