Terms of Service
Effective Date: July 22, 2026
1. Acceptance of These Terms
Welcome to the Castle Island Wealth website (“Website”). These Terms of Service (“Terms”) govern your access to and use of www.castleislandwealth.com.
By accessing or using this Website, you acknowledge that you have read, understood, and agree to be bound by these Terms. If you do not agree with these Terms, please do not use this Website.
Castle Island Wealth may update these Terms from time to time. Your continued use of the Website following the posting of revised Terms constitutes your acceptance of those changes.
2. Website Purpose
The information provided on this Website is intended solely for general informational and educational purposes.
This Website is designed to provide information about Castle Island Wealth, our services, and topics that may be of interest to current and prospective clients. Nothing on this Website should be interpreted as individualized investment, tax, accounting, legal, or other professional advice.
The information presented may not be suitable for every individual or situation. Decisions regarding investments or other financial matters should be made only after considering your specific circumstances and, where appropriate, consulting qualified professionals.
Nothing contained on this Website should be construed as an offer to buy or sell any security or as a recommendation to adopt any particular investment strategy.
3. No Client Relationship
Your use of this Website, including submitting a contact form, requesting information, communicating with Castle Island Wealth, or receiving educational materials, does not establish an investment advisory, tax, accounting, fiduciary, or other professional relationship.
An advisory or other client relationship is established only after the appropriate agreements have been executed and accepted by both you and Castle Island Wealth.
Until such an agreement is in place, no information contained on this Website should be interpreted as creating any obligation for Castle Island Wealth to provide services or advice.
4. No Guarantee of Results
All investing involves risk, including the possible loss of principal.
Past performance is not indicative of future results, and no investment strategy or financial planning approach can guarantee future performance or success.
Any examples, illustrations, market commentary, or educational materials provided on this Website are for informational purposes only and should not be interpreted as guarantees or predictions of future outcomes.
5. Accuracy of Information
Castle Island Wealth strives to provide information that is accurate and current. However, the information on this Website is provided for general informational purposes and may be updated, modified, or removed at any time without prior notice.
While we believe the information presented is obtained from sources we consider reliable, we do not warrant or guarantee that the information is complete, accurate, or free from errors.
You should not rely exclusively on information contained on this Website when making financial, investment, tax, accounting, legal, or other important decisions.
6. Intellectual Property
Unless otherwise indicated, all content available on this Website, including text, graphics, logos, images, documents, design elements, and other materials, is the property of Castle Island Wealth or is used with permission and is protected by applicable intellectual property laws.
You may view, download, or print materials from this Website solely for your personal, non-commercial use, provided that you do not modify, reproduce, distribute, publish, or create derivative works from the content without the prior written consent of Castle Island Wealth.
Nothing contained in these Terms grants any license or other right to use the trademarks, trade names, logos, or other proprietary materials displayed on this Website without prior written permission.
7. Acceptable Use
You agree to use this Website only for lawful purposes and in a manner consistent with these Terms.
You agree not to:
Use the Website in any manner that violates applicable laws or regulations.
Attempt to gain unauthorized access to the Website, its servers, or related systems.
Introduce viruses, malware, or other harmful code.
Interfere with or disrupt the operation, security, or availability of the Website.
Use the Website in a manner that could damage, disable, or impair its functionality.
Use automated tools or processes to access, monitor, copy, or extract content from the Website without our prior written permission.
Castle Island Wealth reserves the right to restrict or terminate access to the Website for any activity that violates these Terms or may harm the Website or its users.
8. Third-Party Links
For your convenience, this Website may contain links to third-party websites or resources, including websites operated by financial institutions, custodians, or other service providers.
These links are provided solely as a convenience and do not constitute an endorsement, sponsorship, or approval of any third-party website, products, or services.
Castle Island Wealth has no control over the content, availability, or practices of third-party websites and is not responsible for any information, products, services, or materials available through them. Your use of any third-party website is subject to that website’s own terms and privacy practices.
9. Disclaimer of Warranties
This Website and all information made available through it are provided on an “as is” and “as available” basis.
To the fullest extent permitted by applicable law, Castle Island Wealth disclaims all warranties, whether express or implied, including any warranties of merchantability, fitness for a particular purpose, non-infringement, or uninterrupted availability.
While we strive to maintain accurate and current information, we do not warrant that the
Website will always be available, secure, error-free, or free from viruses or other harmful components.
10. Limitation of Liability
To the fullest extent permitted by applicable law, Castle Island Wealth shall not be liable for any direct, indirect, incidental, consequential, special, exemplary, or punitive damages arising out of or relating to your access to, use of, or inability to use this Website or any information contained on it.
This limitation applies regardless of the legal theory asserted and even if Castle Island Wealth has been advised of the possibility of such damages.
Nothing in these Terms limits liability where such limitation is prohibited by applicable law.
11. Governing Law
These Terms shall be governed by and construed in accordance with the laws of the State of Florida, without regard to its conflict of law principles.
Any legal action or proceeding arising out of or relating to these Terms or your use of the Website shall be brought in a court of competent jurisdiction located in the State of Florida, unless otherwise required by applicable law.
12. Changes to These Terms
Castle Island Wealth reserves the right to modify these Terms at any time.
Any changes become effective upon posting the revised Terms on this Website. Your continued use of the Website after revised Terms have been posted constitutes your acceptance of those changes.
The Effective Date at the beginning of these Terms indicates when they were last updated.
13. Severability
If any provision of these Terms is determined to be invalid, illegal, or unenforceable, the remaining provisions shall remain in full force and effect.
14. Contact Information
If you have questions regarding these Terms of Service, please contact us:
Castle Island Wealth
11300 US Highway 1, Suite 600
Palm Beach Gardens, Florida 33408
Phone: (561) 762-7719
Email: info@cifoffice.com
Website: www.castleislandwealth.com