Client Terms of Service

Welcome to Baker Private Wealth Specialists (BPWS). These Client Terms of Service govern your use of our services. By using our services, you agree to these terms.

1. Services

BPWS offers a range of wealth management and financial advisory services. The specific services provided to you will be outlined in a separate agreement or statement of work.

2. Eligibility

To be eligible for our services, you must be at least 18 years old and able to form legally binding contracts.

3. Fees and Payment

You agree to pay all fees specified in your agreement with us. Unless otherwise provided in the agreement, fees are due upon receipt of the invoice.

4. Confidentiality

Both parties agree to keep information regarding the other's business confidential, except as required by law or agreed in writing.

5. Limitation of Liability

To the extent permitted by law, BPWS will not be liable for any indirect, incidental, punitive, or consequential damages arising out of or in connection with these terms or our services.

6. Dispute Resolution

Any disputes arising out of these terms will be resolved through arbitration in the state of our headquarters, unless otherwise agreed in writing.

7. Changes to these Terms

We may modify these terms at any time by posting a revised version on our website. The modified terms become effective upon posting.

8. Governing Law

These terms are governed by the laws of the state of our headquarters, without regard to its conflicts of laws rules.

9. Entire Agreement

These Client Terms of Service and any agreements or statement of work constitute the entire agreement between you and BPWS.

Please read these terms carefully and keep a copy for your records. By using our services, you acknowledge that you understand and agree to these terms.