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TERMS OF SERVICE

DEW WEALTH MANAGEMENT, LLC
Last Updated: May 8, 2025

1. INTRODUCTION AND ACCEPTANCE OF TERMS

Note: This section establishes the binding agreement between your firm and website users. It clarifies that using your website constitutes acceptance of these terms.

1.1 Agreement to Terms

Welcome to the website of Dew Wealth Management, LLC ("Company," "we," "us," or "our"). These Terms of Service ("Terms") govern your access to and use of our website, located at www.DewWealth.com (the "Website"), and constitute a binding legal agreement between you and Dew Wealth Management, LLC.

1.2 Acceptance

By accessing or using our Website, you acknowledge that you have read, understood, and agree to be bound by these Terms. If you do not agree to these Terms, you must not access or use the Website.

1.3 Modifications to Terms

We reserve the right to modify these Terms at any time. All changes will be effective immediately upon posting to the Website. Your continued use of the Website after any changes to the Terms constitutes your acceptance of such changes. It is your responsibility to review these Terms periodically.

1.4 Electronic Communications

By using our Website, you consent to receive communications from us electronically, including emails, texts, and postings on the Website, and you agree that all agreements, notices, disclosures, and other communications that we provide to you electronically satisfy any legal requirement that such communications be in writing.

2. REGULATORY INFORMATION

Note: This section provides critical disclosures about your firm's regulatory status and registration information, which is required for RIAs.

2.1 Registration Status

Dew Wealth Management, LLC is a Registered Investment Advisor ("RIA") registered with the U.S. Securities and Exchange Commission ("SEC") pursuant to the Investment Advisers Act of 1940, as amended.

2.2 Registration Disclaimer

Registration with the SEC does not imply a certain level of skill or training, nor does it imply that the SEC has sponsored, recommended, or approved of Dew Wealth Management, LLC.

2.3 Form ADV Availability

Our firm's Form ADV Part 2A (Disclosure Brochure) and Part 2B (Brochure Supplement) are available on the SEC's Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching for our firm name or our CRD# 114148. These documents contain important information about our business practices, services, and fees. We will provide you with a copy of our current Disclosure Brochure upon request.

2.4 Fiduciary Duty Disclosure

As a Registered Investment Advisor, we have a fiduciary duty to act in our clients' best interests. However, the content on this Website is for informational purposes only and does not establish a fiduciary relationship between you and our firm unless and until we enter into a written investment advisory agreement.

3. WEBSITE CONTENT AND SERVICES

Note: This section clarifies the purpose of your website and its limitations, while protecting your firm from potential misunderstandings.

3.1 Informational Purposes Only

The content on this Website is provided for informational purposes only. Nothing on this Website should be construed as an offer to sell, a solicitation of an offer to buy, or a recommendation for any security or investment by Dew Wealth Management, LLC or any third party.

3.2 No Investment Advice

The information presented on this Website does not constitute investment advice, financial advice, or any other kind of professional advice. The information provided is general in nature and is not tailored to your individual needs, objectives, financial situation, or risk tolerance.

3.3 No Client Relationship

Use of this Website does not establish a client relationship with Dew Wealth Management, LLC. A client relationship is only established through the execution of a written agreement between you and our firm.

3.4 Investment Risks

All investments involve risk, including the possible loss of principal. Past performance does not guarantee future results. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's investment portfolio.

3.5 No Guarantee of Results

Performance results posted on this Website, if any, are hypothetical and do not represent actual trading. Hypothetical performance results have many inherent limitations and do not represent actual trading. Also, since the trades have not actually been executed, the results may have under or over-compensated for the impact of certain market factors, such as lack of liquidity. Simulated trading programs, in general, are also subject to the fact that they are designed with the benefit of hindsight. No representation is being made that any account will or is likely to achieve profits or losses similar to those shown.

3.6 Third-Party Content

This Website may contain links to third-party websites or content from third parties. These links and content are provided for your convenience only. We have no control over the contents of those websites or the accuracy of that content, and we are not responsible for that content or their privacy practices.

4. INTELLECTUAL PROPERTY RIGHTS

Note: This section protects your firm's intellectual property while clearly stating what users can and cannot do with your website content.

4.1 Ownership

All content on this Website, including text, graphics, logos, images, audio, video, software, and other material ("Content"), as well as the organization, design, compilation, and "look and feel" of the Website, is owned by Dew Wealth Management, LLC or its licensors and is protected by copyright, trademark, and other intellectual property laws.

4.2 Limited License

Subject to these Terms, we grant you a limited, non-exclusive, non-transferable, and revocable license to access and use the Website and its Content for your personal, non-commercial use only.

4.3 Restrictions

Except as expressly permitted in these Terms, you may not:

  • Copy, modify, reproduce, republish, distribute, transmit, or create derivative works from the Website or its Content;
  • Sell, rent, lease, sublicense, or transfer any Content;
  • Remove any copyright or other proprietary notices contained in the Content;
  • Use the Website or its Content for any commercial purpose;
  • Scrape, data mine, or otherwise extract data from the Website in any form;
  • Use any device, software, or routine that interferes with the proper working of the Website; or
  • Take any action that imposes an unreasonable or disproportionately large load on our infrastructure.

4.4 Trademarks

Dew Wealth Management, our logo, and all related names, logos, product and service names, designs, and slogans are trademarks of Dew Wealth Management, LLC or its affiliates or licensors. You may not use such marks without our prior written permission.

5. USER CONDUCT AND RESPONSIBILITIES

Note: This section establishes expectations for user behavior and helps protect your website from misuse.

5.1 Compliance with Laws

You agree to comply with all applicable laws, rules, and regulations in connection with your use of the Website.

5.2 Prohibited Activities

You agree not to:

  • Use the Website in any manner that could disable, overburden, damage, or impair the Website or interfere with any other party's use of the Website;
  • Use any robot, spider, or other automatic device, process, or means to access the Website for any purpose, including monitoring or copying any of the material on the Website;
  • Use any manual process to monitor or copy any of the material on the Website or for any other unauthorized purpose;
  • Introduce any viruses, trojan horses, worms, logic bombs, or other material which is malicious or technologically harmful;
  • Attempt to gain unauthorized access to, interfere with, damage, or disrupt any parts of the Website, the server on which the Website is stored, or any server, computer, or database connected to the Website;
  • Attack the Website via a denial-of-service attack or a distributed denial-of-service attack; or
  • Otherwise attempt to interfere with the proper working of the Website.

5.3 Accuracy of Information

If you provide any information to us through the Website, you agree that such information will be accurate, current, and complete.

6. PRIVACY POLICY

Note: This section references your separate privacy policy, which is especially important for financial services firms handling sensitive client information.

6.1 Incorporation of Privacy Policy

Our Privacy Policy, available at www.DewWealth.com/disclosures/privacy-policy/, is incorporated into and made part of these Terms. By using the Website, you consent to the collection, use, and disclosure of information as described in our Privacy Policy.

6.2 Personal Information Security

We implement appropriate technical and organizational measures to help protect your personal information. However, no method of transmission over the Internet or method of electronic storage is 100% secure. Therefore, while we strive to protect your personal information, we cannot guarantee its absolute security.

7. DISCLAIMERS AND LIMITATIONS OF LIABILITY

Note: This section limits your firm's legal liability, which is standard practice in terms of service agreements.

7.1 Disclaimer of Warranties

THE WEBSITE AND ALL CONTENT ARE PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS, WITHOUT ANY WARRANTIES OF ANY KIND, EITHER EXPRESS OR IMPLIED. DEW WEALTH MANAGEMENT, LLC DISCLAIMS ALL WARRANTIES, INCLUDING BUT NOT LIMITED TO, IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, NON-INFRINGEMENT, TITLE, CUSTOM, TRADE, QUIET ENJOYMENT, AND ACCURACY.

DEW WEALTH MANAGEMENT, LLC DOES NOT WARRANT THAT THE WEBSITE OR ANY CONTENT WILL BE AVAILABLE UNINTERRUPTED, ERROR-FREE, OR FREE OF VIRUSES OR OTHER HARMFUL COMPONENTS, OR THAT ANY DEFECTS WILL BE CORRECTED.

7.2 Limitation of Liability

IN NO EVENT SHALL DEW WEALTH MANAGEMENT, LLC, ITS OFFICERS, DIRECTORS, EMPLOYEES, AGENTS, OR AFFILIATES BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, INCLUDING WITHOUT LIMITATION, LOSS OF PROFITS, DATA, USE, GOODWILL, OR OTHER INTANGIBLE LOSSES, RESULTING FROM: (I) YOUR ACCESS TO OR USE OF OR INABILITY TO ACCESS OR USE THE WEBSITE; (II) ANY CONDUCT OR CONTENT OF ANY THIRD PARTY ON THE WEBSITE; (III) ANY CONTENT OBTAINED FROM THE WEBSITE; AND (IV) UNAUTHORIZED ACCESS, USE, OR ALTERATION OF YOUR TRANSMISSIONS OR CONTENT, WHETHER BASED ON WARRANTY, CONTRACT, TORT (INCLUDING NEGLIGENCE), OR ANY OTHER LEGAL THEORY, WHETHER OR NOT WE HAVE BEEN INFORMED OF THE POSSIBILITY OF SUCH DAMAGE.

7.3 Cap on Liability

NOTWITHSTANDING ANYTHING TO THE CONTRARY CONTAINED HEREIN, OUR LIABILITY TO YOU FOR ANY CAUSE WHATSOEVER AND REGARDLESS OF THE FORM OF THE ACTION, WILL AT ALL TIMES BE LIMITED TO THE GREATER OF: (A) THE AMOUNT PAID, IF ANY, BY YOU TO DEW WEALTH MANAGEMENT, LLC FOR THE WEBSITE OR (B) ONE HUNDRED DOLLARS ($100).

7.4 Applicability of Disclaimers

SOME JURISDICTIONS DO NOT ALLOW THE EXCLUSION OF CERTAIN WARRANTIES OR THE LIMITATION OR EXCLUSION OF LIABILITY FOR INCIDENTAL OR CONSEQUENTIAL DAMAGES. ACCORDINGLY, SOME OF THE ABOVE LIMITATIONS MAY NOT APPLY TO YOU.

8. INDEMNIFICATION

Note: This section helps protect your firm from claims arising from user misuse of your website.

8.1 Indemnification Obligation

You agree to defend, indemnify, and hold harmless Dew Wealth Management, LLC, its officers, directors, employees, and agents, from and against any claims, liabilities, damages, judgments, awards, losses, costs, expenses, or fees (including reasonable attorneys' fees) arising out of or relating to your violation of these Terms or your use of the Website.

9. TERMINATION

Note: This section establishes your right to limit website access if necessary.

9.1 Termination Right

We may terminate or suspend your access to all or part of the Website, without notice, for any conduct that we, in our sole discretion, believe violates these Terms or is harmful to other users of the Website, us, or third parties, or for any other reason.

9.2 Effect of Termination

Upon termination, your right to use the Website will immediately cease. All provisions of these Terms that by their nature should survive termination shall survive, including, without limitation, ownership provisions, warranty disclaimers, indemnity, and limitations of liability.

10. GOVERNING LAW AND DISPUTE RESOLUTION

Note: This section establishes the legal framework for any disputes, including jurisdiction and process.

10.1 Governing Law

These Terms and your use of the Website shall be governed by and construed in accordance with the laws of the State of Arizona, without giving effect to any choice or conflict of law provision or rule.

10.2 Jurisdiction

Any legal suit, action, or proceeding arising out of, or related to, these Terms or the Website shall be instituted exclusively in the federal courts of the United States or the courts of the State of Arizona, in each case located in Maricopa County. You waive any and all objections to the exercise of jurisdiction over you by such courts and to venue in such courts.

10.3 Arbitration

At our sole discretion, we may require you to submit any disputes arising under these Terms or from use of the Website, including disputes arising from or concerning their interpretation, violation, invalidity, non-performance, or termination, to final and binding arbitration under the Rules of Arbitration of the American Arbitration Association applying Arizona law.

10.4 Limitation on Time to File Claims

ANY CAUSE OF ACTION OR CLAIM YOU MAY HAVE ARISING OUT OF OR RELATING TO THESE TERMS OR THE WEBSITE MUST BE COMMENCED WITHIN ONE (1) YEAR AFTER THE CAUSE OF ACTION ACCRUES, OTHERWISE, SUCH CAUSE OF ACTION OR CLAIM IS PERMANENTLY BARRED.

11. MISCELLANEOUS

Note: This section covers various standard legal provisions that are important for a complete legal document.

11.1 Entire Agreement

These Terms, together with our Privacy Policy and any other legal notices published by us on the Website, constitute the entire agreement between you and Dew Wealth Management, LLC concerning the Website.

11.2 Waiver

No waiver by Dew Wealth Management, LLC of any term or condition set forth in these Terms shall be deemed a further or continuing waiver of such term or condition or a waiver of any other term or condition, and any failure of Dew Wealth Management, LLC to assert a right or provision under these Terms shall not constitute a waiver of such right or provision.

11.3 Severability

If any provision of these Terms is held by a court or other tribunal of competent jurisdiction to be invalid, illegal, or unenforceable for any reason, such provision shall be eliminated or limited to the minimum extent such that the remaining provisions of the Terms will continue in full force and effect.

11.4 Assignment

You may not assign or transfer these Terms, by operation of law or otherwise, without our prior written consent. Any attempt by you to assign or transfer these Terms without such consent will be null and void. We may freely assign or transfer these Terms without restriction, and any permitted assignment or transfer will be binding upon all of your successors, heirs, and assigns.

11.5 No Third-Party Beneficiaries

These Terms are for the benefit of you and Dew Wealth Management, LLC and not for the benefit of any third party.

11.6 Headings

The section titles in these Terms are for convenience only and have no legal or contractual effect.

12. CONTACT INFORMATION

Note: This section provides users with a way to contact your firm with questions about the Terms of Service.

12.1 Contact Method

If you have any questions about these Terms, please contact us at:

Dew Wealth Management, LLC
8888 E. Raintree Dr., Suite 110
Scottsdale, AZ 85260
Phone: (480) 614-9119
Email: info@dewwealth.com