Disclosures
Website Terms and Conditions of UseBY ACCESSING OR USING THIS WEBSITE, YOU AGREE TO BE BOUND BY THE TERMS AND CONDITIONS DESCRIBED HEREIN AND ALL TERMS, POLICIES AND GUIDELINES INCORPORATED BY REFERENCE.
This website, including all illustrations and sample documents contained herein, are for informational purposes only. Information throughout this website is obtained from sources which we believe to be reliable, but we do not warrant or guarantee its timeliness or accuracy. Neither we nor our information providers shall be liable for any errors or inaccuracies. There are no warranties, expressed or implied, as to the accuracy, completeness, or results obtained from any information posted on this or any linked website.
The WealthCare Group Inc. (TWG) is the holding company for The WealthCare Center - FS LLC and conducts business (DBA) as The WealthCare Center (TWC):
The WealthCare Center - Personal Financial Services (TWC-PFS)
TWC-PFS offers personal financial services internally or through its network of professional wealthcare providers. Primary financial planning services are provided by Omyen Corp., 636 Canton St., Westwood, MA 02090. Investment management services are provided by SummitAlliance Advisors, LLC (SAA), a Registered Investment Advisor, located at 14785 Preston Road, Suite 1000, Dallas, TX 75254. Telephone 972 663-4300. SAA is responsible for the management of clients' investment accounts, including generating investment management proposals, asset allocation appropriations, money manager selection, money manager due diligence, rebalancing services and portfolio accounting. SAA's Investment Advisor Disclosures are available by clicking on the following web site link: SAA Combined Form ADV II & Schedule H to Form ADV II /SAA Notice of Privacy Policy. Insurance services are provided by The WealthCare Center Insurance Agency LLC, which does business as (DBA) The WealthCare Center. Past performance is not a guarantee of future results and there is no assurance that any investment strategy undertaken will be profitable. Investments involve the risk of loss. No rate of return is guaranteed. A qualified professional should be consulted before making any tax, legal or financial decisions. The WealthCare Center's CRD # is 158910.
The WealthCare Center - Client Management Services (TWC-CMS)
TWC-CMS offers personal wealthcare management services through its network of professional wealthcare providers. TWC-CMS does business as (DBA) The WealthCare Center. Services obtained through TWC-CMS are not guaranteed by TWC-CMS. TWC-CMS makes no representations or warranties of any kind in connection with the TWC-CMS service for any purpose. TWC-CMS shall not be liable for the timeliness, accuracy or completeness of the TWC-CMS members' service(s). In no event will TWC-CMS be liable for any direct, indirect, incidental, special, consequential damages, or damages of any kind whatsoever arising out of or relating to the use of or inability to use the TWC-CMS service.
The WealthCare Center - Professional Referral Network (TWC-PRN)
TWC-PRN provides referrals to wealthcare providers that are independent and not legally affiliated with TWC-PRN. Services obtained from TWC-PRN members are not guaranteed by TWC-PRN. TWC-PRN makes no representations or warranties of any kind in connection with the TWC-PRN service for any purpose. TWC-PRN shall not be liable for the timeliness, accuracy or completeness of the TWC-PRN members' service(s). In no event will TWC-PRN be liable for any direct, indirect, incidental, special, consequential damages, or damages of any kind whatsoever arising out of or relating to the use of or inability to use the TWC-PRN service. Preferential pricing and/or services provided are determined by the TWC-PRN member.
The WealthCare Center - International Business Consulting (TWC-IBC)
TWC-IBC offers consulting services specifically designed for small businesses, both domestic and foreign. TWC-IBC does business as (DBA) The WealthCare Center. Services obtained from TWC-IBC are not guaranteed by TWC-IBC. TWC-IBC makes no representations or warranties of any kind in connection with the TWC-IBC service for any purpose. TWC-IBC shall not be liable for the timeliness, accuracy or completeness of the TWC-IBC members' service(s). In no event will TWC-IBC be liable for any direct, indirect, incidental, special, consequential damages, or damages of any kind whatsoever arising out of or relating to the use of or inability to use the TWC-IBC service.
"WealthCare Update" Newsletter Terms and Conditions of Use
The WealthCare Update newsletter ("Newsletter") is provided “as is” and without guarantee. TWC and its content providers ("Content Providers") make no representations or warranties of any kind in connection with the subject matter of the Newsletter or about the suitability of the information contained in the Newsletter for any purpose. TWC and its Content Providers hereby disclaim any and all warranties, express or implied, with regard to the Newsletter and the information contained therein. TWC and its Content Providers expressly disclaim any representation or warranty, and neither TWC nor any of its Content Providers shall be liable for the timeliness, accuracy or completeness of the Newsletter or any information contained therein. In no event will TWC, its Content Providers, or the websites be liable for any direct, indirect, incidental, special, consequential damages, or damages of any kind whatsoever arising out of or relating to the use of or inability to use the Newsletter and/or the websites. You herby acknowledge that the provisions of this section shall apply to all information and content in the Newsletter and on the websites. By using the Newsletter, you accept the foregoing liability waiver and you assume all risks associated with such use. Further, the presence of any hyperlinks from the Newsletter to other websites operated by parties other than TWC does not imply any kind of endorsement of the content on such websites by TWC or its Content Providers or any association with the owners or operators of such websites, and the views expressed at such websites that may be linked through the Newsletter are not necessarily the views of TWC or its Content Providers. Such hyperlinks are provided for informational and reference purposes only and TWC is not responsible for the availability of these external websites or for any of the contents, advertising, products, or other materials on such websites. Any concerns regarding any hyperlink should be directed to the respective website owner or operator/webmaster.
Investment Advisory Services Fee Refund Policy
The WealthCare Center (TWC) will refund the full amount of the first full quarter of Investment Advisory fees, less unrecoverable 3rd party costs, if a client is not completely satisfied with the Investment Advisory Service (IAS). To receive a refund, a client must submit a letter requesting the refund along with a letter of instruction terminating the IAS Agreement to TWC within 10 business days after the end of the first full calendar quarter of IAS rendered. The refund will be mailed to client's address of record within 10 business days upon TWC's receipt of the required documents. Request for refund may be mailed, faxed or emailed to: The WealthCare Center, 3535 Executive Terminal Dr., Suite 110, Henderson, NV 89052. Fax: 702 508-9052 Email: CustomerService@TheWealthCareCenter.com.
WealthCare GPS™
WealthCare GPS™ (Guidance and Planning Service) is an online platform that offers a suite of highly personalized and actionable financial apps and services designed by 3rd party providers. The apps are intuitive, easy to use and are designed to help individuals and families with many of their wealthcare concerns and needs encountered during an entire lifetime. The applications are highly secured and privacy protected.
TWC Privacy Policy
TWC is committed to safeguarding the private information of its clients. Personal information is obtained in order to open and administer client accounts and to provide clients with accurate and pertinent advice. We hold all nonpublic personal information provided to us in the strictest confidence. A client's personal information will be maintained by TWC while there is a business relationship in-place, and retained for a period of five years thereafter. After this required period of record retention, all personal information will be destroyed.
TWCs service providers' Disclosure Documents and Statements are also available via web links this web site or on the service providers' website.
