Preserve Wealth Group
Terms & Conditions
Updated September 22, 2026
Using this website
These terms govern your use of the Preserve Wealth Group LLC (PWG) website and introduction services. The website is intended for adults. By using it, you agree to these terms, subject to rights that cannot be waived under applicable law.
PWG’s role
PWG facilitates introductions to independent financial professionals for Canadian and U.S. business owners and U.S. retirees or pre-retirees. PWG is not a licensed financial advisor, insurance agency, broker-dealer, investment firm, accounting firm, tax firm or law firm. PWG does not provide personalized financial, investment, insurance, accounting, tax or legal advice or sell financial products. Independent professionals are responsible for their own advice, recommendations and services.
Applications and introductions
Submitting an application requests a review of your situation. Website eligibility is not final qualification, a confirmed advisor match or a booked appointment. PWG’s team may contact you to confirm details and discuss next steps. Availability depends on your needs, location and professional coverage. You are responsible for providing accurate information and reviewing a professional’s qualifications and terms before proceeding.
Fees and professional relationships
There is no fee to request an introduction from PWG. PWG may receive marketing or introduction fees from participating professionals. Any advice, implementation, product purchase or professional engagement is governed by the separate terms you agree with that professional. Ask the professional about applicable compensation, fees, costs and commitments before proceeding. PWG is not a party to those professional engagements or transactions.
Educational content and tools
Articles, podcasts, videos and calculators provide general education. Tool outputs are estimates or illustrations based on the inputs and assumptions shown. They are not personalized advice, tax filings, product quotes or recommendations. Tax rules and product terms can change. Have an appropriately licensed professional assess your circumstances before acting.
Case studies, reviews and outcomes
Case studies describe individual circumstances and may include advisor-reported figures, proposed designs or projections as labeled. They do not establish typical or guaranteed results. Reviews express the reviewer’s own experience; professional-partner feedback is identified as such. Tax savings, investment results, professional availability and successful implementation are not guaranteed. Any annuity guarantee is subject to the issuing insurer’s claims-paying ability and the contract’s terms.
Communications and privacy
PWG uses application details to review requests and contact people who consent to that contact. The Privacy Policy explains how information is handled. Submitting the introduction application does not opt you into text messages. Preserve Wealth Group sends texts about your application and appointments only if you tick the optional text-message box on the application, and leaving it unticked does not affect your application. Consent is not a condition of any purchase, message frequency varies, and message and data rates may apply. Reply STOP to cancel or HELP for help; carriers are not responsible for delayed or undelivered messages. Mobile information is not shared for third-party marketing.
Third-party websites and content
Links, embedded videos and contributions from independent professionals are provided for information. Third-party websites have their own terms and privacy practices. Professional contributors are responsible for the views they express. Review the source, date, qualifications and limitations of information before relying on it.
Acceptable use
Do not misuse the website, submit another person’s information without authorization, interfere with its operation or attempt unauthorized access. Website materials may not be reproduced or used commercially without permission from the relevant rights holder, except where permitted by law.
Liability and applicable law
To the fullest extent permitted by applicable law, PWG is not liable for indirect, incidental, special or consequential losses arising from use of this website or services. Nothing in these terms excludes liability or consumer rights that cannot lawfully be excluded. These terms are governed by Wyoming law, subject to mandatory protections that apply in your jurisdiction. Disputes are subject to the competent courts in Sheridan, Wyoming, except where applicable law requires otherwise.
Updates and contact
We may update these terms as our website or services change. The date above identifies the current version. Contact info@preservewealthgroup.com with questions about these terms, a request or an introduction.
Questions or requests: info@preservewealthgroup.com