Terms of Use
EffectiveDate: 07/28/2025
1. About Ducere Wealth Management
Ducere Wealth Management (“Ducere”, “we”, “our”, or “us”) isa Securities and Exchange Commission (“SEC”) registered investment adviser.Registration does not imply a certain level of skill or training. We offer investment management, financial planning, and retirement planning services.Our services are available only to clients in jurisdictions where we are legally permitted to operate.
This website is intended to provide general information about our services and philosophy. It is not intended to offer investment advice, legal advice, or tax advice.
2. Use of this Website
By accessing this site, you agree to these Terms of Use. Ifyou do not agree, please do not use the website.
You must be at least 18 years old and reside in the UnitedStates to use this website. You agree to use the website only for lawful purposes.
3. No Investment Advice or Offer
Nothing on this site constitutes an offer or solicitation tobuy or sell any security or investment product. The content is for informationalpurposes only and is not intended to provide personalized investmentadvice.
All investments involve risk, including the potential lossof principal. Past performance does not guarantee future results.
4. Privacy and Your Information
We take your privacy seriously. Please review our PrivacyPolicy to understand how we collect, use, and protect your personalinformation.
We comply with the California Consumer Privacy Act (CCPA)and Nevada privacy laws. If you are a California or Nevada resident, youmay have additional rights regarding your personal data, including the right toaccess, delete, or restrict certain data uses. Please contact us at [InsertContact Email] to exercise those rights.
We do not sell personal information to third parties.
6. Intellectual Property
All content on this website (text, images, logos, graphics,and other materials) is owned by or licensed to Ducere and is protected bycopyright and other laws. You may view or download materials for personal,non-commercial use only.
You may not reproduce, republish, distribute, or modify anycontent without our written permission.
7. Third-Party Links
This website may include links to third-party websites.Ducere does not control these sites and is not responsible for their content,accuracy, or practices. Visiting these sites is at your own risk.
8. Limitation of Liability
This website and its content are provided “as is”without warranties of any kind. We do not guarantee that the site will beerror-free, secure, or always available.
To the fullest extent permitted by law, we disclaim allliability for any damages resulting from your use of this website, includingbut not limited to direct, indirect, incidental, or consequential damages.
9. Indemnification
You agree to defend, indemnify, and hold harmless Ducere,its officers, employees, and agents from any claims, losses, or liabilitiesarising from your use of this website or your violation of these Terms.
10. Governing Law
These Terms are governed by the laws of the State of California,without regard to its conflict of laws principles. Any disputes shall beresolved in the state or federal courts located in Orange County, California,unless otherwise required by law.
Residents of Nevada may also contact the NevadaAttorney General regarding privacy rights at:
- Office of the Nevada Attorney General
100 N. Carson Street, Carson City, NV 89701
Phone: (775) 684-1100
Email: BCPINFO@ag.state.nv.us
11. Changes to These Terms
We may update these Terms from time to time. When we do, wewill update the effective date at the top of this page. Your continued use ofthe website after any changes constitutes your acceptance of the revised Terms.
12. Contact Us
If you have any questions aboutthese Terms or our services, please contact:
Ducere Wealth Management
Newport Beach, CA & Las Vegas, NV
Email: compliance@ducerewealth.com
Phone: (714) 393-0959