Base Wealth Management Mobile App Terms of Service
Welcome to the Base Wealth Management mobile application (the “App”), provided by Base Wealth Management (“Base”, “we”, “us”, or “our”). These Terms of Service (“Terms”) govern your use of the App and any related websites, content, tools, products, or services (collectively, the “Services”). By accessing or using the Services you agree to be bound by these Terms.
If you do not agree to these Terms, do not access or use the Services.
1. Who We Are
Base Wealth Management is a RIA with its principal place of business at 7301 Merchant Ct
Lakewood Ranch, FL 34240
(941) 203-6040. You may contact us at dan@basewealthmanagement.com or (941) 203-6040.
2. Eligibility and Accounts
- You must be at least 18 years old and legally authorized to accept these Terms on your own behalf or on behalf of the entity you represent.
- You represent that the registration information you submit is accurate, complete, and kept up to date.
- You are responsible for maintaining the confidentiality of your login credentials and for all activities that occur under your account.
3. Informational Use Only — No Personalized Advice
The App provides educational materials, planning tools, financial calculators, checklists, and generalized insights. All content, calculators, and notifications are for informational and educational purposes only and are not individualized investment, tax, accounting, or legal advice. Past performance does not guarantee future results.
You should consult directly with a qualified investment professional, tax advisor, or attorney regarding your specific circumstances before making any financial decisions. Do not rely on the App as the primary basis for investment, financial planning, or tax strategies.
4. Client Communications
Messaging, push notifications, and checklist assignments delivered through the App are intended to streamline communications between you and your advisory team. Electronic communications may be monitored and retained to comply with recordkeeping obligations. By using the App, you consent to receive electronic messages from us and acknowledge that delivery is dependent on device settings and third-party networks.
5. Third-Party Integrations and Links
The App may provide links to third-party websites, client portals, scheduling tools, account aggregators, or custodial platforms (collectively, “Third-Party Services”). We do not control or endorse Third-Party Services and are not responsible for their content, security, or privacy practices. Use Third-Party Services at your own risk and review their applicable terms and disclosures.
6. Account Security
You agree to notify us promptly of any unauthorized access or suspected breach of your account. We reserve the right to suspend or terminate access to the Services to protect users and comply with legal obligations.
7. User Responsibilities
You agree that you will:
- Use the Services only for lawful purposes related to your advisory relationship with Base;
- Not upload malicious code, attempt to gain unauthorized access, or interfere with the operation of the Services;
- Not use the Services to share content that is unlawful, defamatory, discriminatory, or otherwise objectionable;
- Comply with all applicable laws, regulations, and industry rules.
8. Intellectual Property
The Services, including all text, graphics, logos, trademarks, software, and other content, are owned by Base or our licensors and are protected by intellectual property laws. You are granted a limited, revocable, non-transferable license to use the Services for personal, non-commercial use within your advisory relationship. No other rights are granted.
9. Disclaimer of Warranties
The Services are provided “as is” and “as available” without warranties of any kind, express or implied. We do not warrant that the Services will be uninterrupted, error-free, secure, or that calculations and projections are accurate for your circumstances. To the fullest extent permitted by law, we disclaim all implied warranties, including merchantability, fitness for a particular purpose, title, and non-infringement.
10. Limitation of Liability
To the maximum extent permitted by law, Base and our directors, officers, employees, and agents are not liable for any indirect, incidental, special, consequential, exemplary, or punitive damages, or for any loss of profits, revenue, data, or goodwill arising from or related to your use of the Services. Our total cumulative liability for direct damages will not exceed the greater of fees you paid specifically for the Services during the twelve (12) months preceding the claim or one hundred US dollars (US$100).
Some jurisdictions do not allow the exclusion or limitation of certain damages, so parts of this section may not apply to you. In those cases our liability will be limited to the maximum extent permitted by law.
11. Indemnification
You agree to indemnify, defend, and hold harmless Base, our affiliates, officers, directors, employees, and agents from any losses, liabilities, claims, damages, costs, or expenses (including reasonable attorneys’ fees) arising from your violation of these Terms or misuse of the Services.
12. Regulatory Disclosures
BASE WEALTH MANAGEMENT is able to offer advisory services in all 50 states. Base Wealth Management renders individualized responses to persons in a particular state only after complying with the applicable SEC and state regulatory requirements, or pursuant to applicable exemptions or exclusions.
Different types of investments involve varying degrees of risk including the potential loss of the entire principal invested. Past performance is no guarantee of future results and there can be no assurance that any specific investment will be profitable. There are also no assurances that any portfolio will match or outperform a particular benchmark or index.
BASE WEALTH MANAGEMENT does not represent, warranty, or imply that the services or methods of analysis employed by the firm can or will successfully identify market tops or bottoms, or insulate clients from losses due to market corrections or declines.
13. Changes to the Services or Terms
We may update the Services or these Terms from time to time. Material changes will be communicated through the App, by email, or on our website. Your continued use of the Services after changes take effect constitutes acceptance of the revised Terms. The “Effective date” above reflects the latest revision.
14. Termination
We may suspend or terminate access to the Services at any time, with or without notice, for conduct that we believe violates these Terms or applicable law, or to protect the integrity of the Services. You may stop using the Services at any time. Sections that by their nature should survive termination (including Sections 3 and 8–12) will remain in effect.
15. Governing Law
These Terms are governed by the laws of Florida, without regard to conflicts of law principles.
16. Contact Us
Questions about these Terms may be directed to dan@basewealthmanagement.com or mailed to:
Base Wealth Management
7301 Merchant Ct
Lakewood Ranch, FL 34240
(941) 203-6040
Educational Use Reminder: The App is intended to complement—not replace—direct engagement with your advisory team. Always consult your advisor before acting on insights, tasks, or tools provided within the App.
