Website Terms & Conditions

Please read the following terms and conditions (“Terms and Conditions”) carefully before using this website. Use of our website is denoted as your consent of all provisions of the terms of Terms and Conditions as described below.

Ethos Wealth Management LLC dba Ethos Private Wealth (“Investment Adviser”) is an investment advisor firm with its principal place of business located in Florida.  Investment Adviser and its investment adviser representatives are in compliance with the current registration requirements imposed upon registered investment adviser firms by those states in which we maintain clients.   Investment Adviser may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Investment Adviser does not provide investment advisory services to residents of the European Union.  

Important information describing Investment Adviser’sbusiness operations, services, and fees can be viewed on the SEC’s website at www.adviserinfo.sec.gov. Investment Adviser will provide its Form ADV disclosure brochure, which serves as the firm’s disclosure document, to all clients.  Copies are also available to interested parties upon request.

For detailed information about Investment Adviser’s investment adviser representatives who may serve retail clients, you may also visit www.adviserinfo.sec.gov and view background information about such investment adviser representatives.

This website is published in the United States for residents of the United States. Investment Adviser is not soliciting business in international jurisdictions where it is not registered. 

This website is intended for informational purposes only. Despite our efforts to be accurate, these pages may contain errors and information that is no longer current. The information published on this website is subject to change on a regular basis without notice. This website should not be regarded as a complete analysis of the subjects discussed. 

Past performance is not indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended or undertaken by Investment Adviser) made reference to directly or indirectly by Investment Adviser in its website, or indirectly via a link to an unaffiliated third party web site, will be profitable or equal the corresponding indicated performance level(s).

Different types of investments and/or investment strategies involve varying levels of risk, and there can be no assurance that any specific investment or investment strategy (including investment strategies detailed on this website by Investment Adviser) will be either suitable or profitable for a client's or prospective client's portfolio and may result in a complete loss of principal. 

Nothing on this website should be constructed as a solicitation or offer, or recommendation to acquire or dispose of any investment or to engage in any other transaction. Investment Adviser does not render or offer to render personal investment advice or financial planning advice through our website.  

Viewing or utilizing information on this website, or contacting or responding to our offices or investment adviser representatives does not create an investment advisory relationship of any kind. An investment advisory relationship can only be established and investment advice can only be provided after the following three events have been completed: (1) our thorough review with you of all the relevant facts pertaining to a potential engagement; (2) the execution of a written engagement and fee agreement; and (3) delivery of the Form ADV disclosure brochure.

Investment Adviser uses links to other web sites in an effort to assist users in locating information on topics that might be of interest to them. We cannot attest to the accuracy of information provided by linked sites. Linking to a web site does not constitute an endorsement by Investment Adviser of any of its employees of the sponsors of the site or the products presented on the site. Technical problems with outside links, other than a link that has been moved or changed, should be reported to the entity that maintains the site.

Our website is provided to you without charge as a convenience and for your information only. By providing access to our website content, we do not warrant nor represent the following:

· the content is accurate or complete;

· the content is up-to-date or current;

· we have a duty to update any content;

· the content is free from technical inaccuracies or typographical errors; and

· your access to our website will be free from interruptions, errors, computer viruses, or other harmful components.

You agree that you will use this website in accordance with all applicable laws, rules, regulations and these Terms & Conditions at all times. The following is a non-exhaustive list of prohibited uses of this website. You agree that you will not perform any of the following prohibited uses:

1. Impersonating or attempting to impersonate Ethos Wealth Management LLC or its employees, representatives, subsidiaries or divisions;
2. Misrepresenting your identity or affiliation with any person or entity;
3. Sending or attempting to send any advertising or promotional material, including but not limited to spam, junk mail, chain mail or any similar material;
4. Engaging in any conduct that restricts or inhibits any person’s use or enjoyment of  the website, or which, as determined in our sole discretion, may harm us or the users of this website or expose us or other users to liability;
5. Using the website in any manner that could disable, overburden, damage or impair the website or interfere with another party’s use of the website;
6. Using any robot, spider or other similar automatic technology, process or means to access or use the website for any purpose, including monitoring or copying any of the material on this website;
7. Using any manual process or means to monitor or copy any of the material on this      website or for any other unauthorized purpose;
8. Using  any device, software, means or routine that interferes with the proper working of the website, including but not limited to viruses, trojan horses, worms, logic bombs or other such materials;
9. Attempting to gain unauthorized access to, interfering with, damaging or disrupting any parts of the website, the server(s) on which the website is stored, or any server, computer or database connected to the website;
10. Attempting to attack or attacking the website via a denial-of-service attack or a      distributed denial-of-service attack;
11. Otherwise  attempting to interfere with the proper working of the website;
12. Using the website in any way that violates any applicable federal, state or local laws, rules or regulations.

This website may contain hyperlinks to websites operated by third parties and not by us. We provide such hyperlinks for your reference only. We do not control such websites and are not responsible for their contents or the privacy or other practices of such websites. Further, it is your responsibility to take precautions to ensure that whatever links you click on or software that you download, whether from this website or other websites or applications, is free of such items as viruses, worms, trojan horses, defects and other items of a destructive nature. Our inclusion of hyperlinks to such websites does not imply any endorsement of the material on such websites or any association with their operators. 

All contents of this website are © 2012-2024. Ethos Wealth Management LLC. All rights reserved. Unless specified otherwise, this website and all content and other materials on this website including but not limited to all logos, designs, text, graphics, pictures, information, data, software, sound files and arrangement thereof (collectively, “Content”) are the proprietary property of Ethos Wealth Management LLC and are either registered trademarks, trademarks or otherwise protected intellectual property of Ethos Wealth Management LLC.

If you are aware of a potential infringement of our intellectual property, please contact Matthew Lapides. 

We respect the intellectual property rights of others. It is our policy to respond to any claim that Content posted on the website infringes on the copyright, trademark or other intellectual property rights of any person or entity.

If you believe in good faith that the Content infringes on your intellectual property rights, you or your agent may send us a written notice of such infringement titled “Infringement of Intellectual Property Rights - DMCA.” Your notice to us must include the following information:

1. An electronic or physical signature of the person authorized to act on behalf of the owner of the intellectual property right’s interest;
2. A description of the work that you claim has been infringed, including the URL (i.e., web page address) of the location where the work exists or a copy of the work;
3. Your name, email, address and telephone number; and
4. A statement by you that you have a good faith belief that the disputed use is not authorized by the owner of the work, its agent or the law.

Please note that we will not process your complaint if it is not properly filled out or is incomplete. You may be held accountable for damages, including but not limited to costs and attorneys’ fees for any misrepresentation or bad faith claims regarding the infringement of your intellectual property rights by the Content on this website.

You may submit your claim to us by contacting us at:  Ethos Wealth Management LLC, 1825 Ponce de Leon Blvd #567, Coral Gables, FL 33134.

We reserve the right to make changes to these Terms & Conditions at any time. We will not provide you with any notice when we make changes to this Terms & Conditions. 

If you have any questions about our Terms & Conditions, please contact us at mlapides@ethosprivatewealth.com.