Terms & Conditions
A legal disclaimer
Terms & Conditions - the basics
Welcome to OakMont Management Group. By accessing and using our website, services, or engaging with us, you agree to the following Terms and Conditions. These terms apply to all visitors, users, and others who access or use our services. If you do not agree to these terms, you may not access or use our website or services.
1. Acceptance of Terms
By using our website, services, or engaging with us, you accept and agree to be bound by these Terms and Conditions and all other operating rules, policies, and procedures that may be published from time to time on the website.
2. Services Provided
OakMont Management Group provides financial services, including but not limited to wealth management, investment advisory, tax planning, estate planning, business consulting, and other financial services. These services are offered based on the client’s needs and may require specific agreements or contracts.
3. Eligibility
You must be at least 18 years of age and have the legal capacity to enter into contracts to use the services provided by [Firm Name]. If you are under 18, you may not use our services without the supervision or consent of a parent or legal guardian.
4. Privacy and Data Protection
We are committed to protecting your privacy. Please review our [Privacy Policy] to understand how we collect, use, and protect your personal information. By using our services, you consent to the collection and use of your data in accordance with our Privacy Policy.
5. No Investment Advice or Guarantees
The content provided on our website or through our services is for informational purposes only. We do not guarantee the accuracy, completeness, or suitability of the information for your individual needs. You should consult with a financial advisor or tax professional before making any investment, financial, or tax-related decisions. Past performance is not indicative of future results.
6. Fees and Charges
Our fees for services are outlined in specific agreements or contracts with clients. These fees may include charges for advisory services, investment management, tax planning, or other services rendered. We reserve the right to modify or update our fees at our discretion, and clients will be notified of any changes. All payments must be made according to the terms agreed upon between OakMont Management Group and the client.
7. Use of Website and Content
You agree to use our website and services in accordance with all applicable laws and regulations. You are prohibited from:
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Using the website in any way that could damage, disable, or impair the site or interfere with other users’ access to the website.
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Engaging in unauthorized access or attempting to access any restricted areas of the website.
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Copying, distributing, or creating derivative works based on any content found on our website without express written permission from OakMont Management Group.
8. Limitation of Liability
To the fullest extent permitted by applicable law, OakMont Management Group shall not be held liable for any indirect, incidental, special, or consequential damages, or loss of profits, data, or goodwill resulting from your use of our website or services. We do not assume responsibility for any actions or decisions made based on the information provided through our website or services.
9. Indemnification
You agree to indemnify, defend, and hold harmless OakMont Management Group, its officers, employees, affiliates, and agents from any claims, losses, liabilities, and expenses (including legal fees) arising from your use of our website, violation of these Terms and Conditions, or any other action related to your account.
10. Third-Party Links
Our website may contain links to third-party websites. These links are provided for convenience and informational purposes only. We do not endorse or control these third-party sites and are not responsible for their content, policies, or practices. Accessing third-party sites is at your own risk.
11. Intellectual Property
All content, trademarks, logos, and intellectual property on our website are the property of [Firm Name] or its licensors. You may not use, modify, or distribute any of our intellectual property without express written permission from OakMont Management Group.
12. Amendments to Terms
We reserve the right to update or modify these Terms and Conditions at any time without prior notice. Any changes to these terms will be posted on this page with an updated date. Your continued use of our website or services after any such changes constitutes your acceptance of the updated Terms and Conditions.
13. Termination
We may, at our sole discretion, suspend or terminate your access to our website or services at any time, with or without cause, without prior notice. You may also terminate your agreement with us by notifying us in writing. Upon termination, any outstanding fees owed to OakMont Management Group will remain due.
14. Governing Law
These Terms and Conditions are governed by and construed in accordance with the laws of [State/Country], without regard to its conflict of law principles. Any disputes related to these Terms will be resolved in the competent courts of [State/Country].
15. Contact Us
If you have any questions or concerns about these Terms and Conditions or our services, please contact us at:
OakMont Management Group
30 N Gould
Sheridan, Wyoming 82801
+1(929)-429-2801