Est. Massachusetts  ·  Generational Wealth Management

Terms of Service

Last updated: January 2025

Agreement to Terms

By accessing or using the website of The Legacy Investment Group ("Company," "we," "our," or "us") at thelegacyinvestment.com, you agree to be bound by these Terms of Service. If you do not agree with any part of these terms, you may not access or use our website or services.

Services Description

The Legacy Investment Group provides wealth management, investment advisory, estate planning, and related financial services. The information presented on this website is for informational purposes only and does not constitute investment advice, a solicitation, or an offer to buy or sell any securities or investment products. Any investment decisions should be made in consultation with a qualified financial professional.

No Investment Advice

The content on this website is provided for general informational purposes and should not be construed as personalized investment advice. Past performance is not indicative of future results. All investments involve risk, including potential loss of principal. The information provided does not take into account your specific financial situation, objectives, or risk tolerance.

User Responsibilities

When using our website, you agree to:

  • Provide accurate and complete information when submitting forms or inquiries
  • Not use the website for any unlawful purpose or in violation of any applicable regulations
  • Not attempt to gain unauthorized access to any portion of the website or its systems
  • Not reproduce, distribute, or create derivative works from our content without written permission
  • Not interfere with or disrupt the website's operation or security

Communications Consent

By submitting your contact information through our website forms, you consent to receive communications from The Legacy Investment Group via email, phone, or text message regarding your inquiry and our services. You may opt out of text messages at any time by replying STOP. You may opt out of emails by clicking the unsubscribe link in any email. Standard message and data rates may apply for text messages. Consent is not a condition of service.

Intellectual Property

All content on this website — including text, graphics, logos, images, and software — is the property of The Legacy Investment Group or its content suppliers and is protected by United States and international copyright, trademark, and other intellectual property laws. You may not reproduce, modify, distribute, or publicly display any content from this website without our prior written consent.

Limitation of Liability

To the fullest extent permitted by law, The Legacy Investment Group shall not be liable for any indirect, incidental, special, consequential, or punitive damages arising from your use of or inability to use this website or our services. This includes, without limitation, damages for loss of profits, data, or other intangible losses, even if we have been advised of the possibility of such damages. Our total liability for any claim arising from these Terms shall not exceed the amount paid by you, if any, for accessing our website.

Disclaimer of Warranties

This website and its content are provided on an "as is" and "as available" basis without warranties of any kind, either express or implied. We disclaim all warranties, including but not limited to implied warranties of merchantability, fitness for a particular purpose, and non-infringement. We do not warrant that the website will be uninterrupted, error-free, or free of viruses or other harmful components.

Third-Party Links

Our website may contain links to third-party websites or services that are not owned or controlled by The Legacy Investment Group. We have no control over, and assume no responsibility for, the content, privacy policies, or practices of any third-party websites. You acknowledge and agree that we are not responsible for any damage or loss caused by your use of any third-party content or services.

Governing Law

These Terms of Service shall be governed by and construed in accordance with the laws of the Commonwealth of Massachusetts, without regard to its conflict of law provisions. Any disputes arising from these terms or your use of our website shall be resolved exclusively in the courts of the Commonwealth of Massachusetts.

Changes to Terms

We reserve the right to modify these Terms of Service at any time. Changes will be effective immediately upon posting on this page. Your continued use of the website after any changes constitutes your acceptance of the revised terms. We encourage you to review these terms periodically.

Contact Us

If you have questions about these Terms of Service, please contact us:

The Legacy Investment Group
Massachusetts
Email: benjamin@thelegacyinvestment.com