Terms of Use
The Wealth Alliance | Terms of Use | Effective Date: July 2026
Acceptance of Terms
Welcome to the website of The Wealth Alliance, LLC (“WA,” “we,” “us,” or “our”). By accessing, browsing, or otherwise using this website (the “Website”), you acknowledge that you have read, understood, and agree to be bound by these Terms of Use and all applicable laws and regulations. If you do not agree to these Terms of Use, please discontinue use of the Website.
These Terms of Use are in addition to any investment advisory agreement, financial planning agreement, or other written agreement between WA and a client. To the extent any written client agreement conflicts with these Terms, the client agreement shall govern with respect to the subject matter addressed therein.
Any rankings, ratings, awards, testimonials, or endorsements presented on the Website should not be construed as a guarantee of future results or a representation that any client will achieve similar outcomes.
Purpose of Website
This Website is intended to provide general information regarding WA, its advisory services, financial planning services, educational materials, and related topics. The Website is not intended to provide individualized investment advice or recommendations.
This Website is intended solely for persons located within the United States. Persons accessing the Website from jurisdictions outside the United States do so at their own initiative and are responsible for compliance with applicable local laws and regulations. WA provides advisory services only in jurisdictions where it is properly registered or exempt from registration requirements.
No Advisory Relationship
Accessing, viewing, downloading, or using information contained on this Website does not create an investment advisory, fiduciary, financial planning, or other professional relationship between you and WA. Advisory services are provided only pursuant to a written agreement between WA and a client.
No Offer or Solicitation
Nothing contained on this Website constitutes an offer to sell, a solicitation of an offer to purchase, or a recommendation regarding any security, investment product, insurance product, or advisory service. Any offer of advisory services will be made only in accordance with applicable law.
Reservation of Rights
WA reserves the right, at its sole discretion and without prior notice, to modify, suspend, restrict, discontinue, or terminate any aspect of the Website, including access to any content, functionality, or service.
Intellectual Property
All content available on this Website, including text, graphics, logos, images, articles, videos, designs, layout, software, and other materials, is owned by or licensed to WA and is protected by applicable intellectual property laws.
You may view, download, and print Website materials solely for your personal, non-commercial use, provided that all copyright and proprietary notices remain intact. You may not reproduce, distribute, transmit, publish, modify, create derivative works from, display, sell, license, or otherwise use Website content without WA’s prior written consent.
Prohibited Uses
You agree not to:
● Use the Website in violation of any applicable law or regulation;
● Attempt to gain unauthorized access to any portion of the Website, systems, networks, or databases;
● Interfere with the operation, functionality, or security of the Website;
● Use bots, crawlers, scraping tools, artificial intelligence tools, automated extraction technologies, or similar methods to collect Website content without prior written authorization;
● Introduce viruses, malware, malicious code, or other harmful technologies;
● Use the Website in a manner that could impair or disrupt Website operations.
Third-Party Websites
The Website may contain links to third-party websites for convenience and informational purposes. WA does not control, endorse, or assume responsibility for any third-party content, services, products, privacy practices, or security measures. References to third-party content, publications, websites, products, services, or organizations should not be interpreted as an endorsement, sponsorship, recommendation, or approval by WA unless expressly stated otherwise. Access to third-party websites is at your own risk and subject to the terms and policies of those websites.
Information presented on this Website is believed to be reliable but is not guaranteed as to accuracy, completeness, or timeliness. Information may change without notice.
No Warranty
The Website and all information contained herein are provided on an “as is” and “as available” basis.
To the fullest extent permitted by law, WA disclaims all express and implied warranties, including warranties of accuracy, completeness, reliability, merchantability, fitness for a particular purpose, non-infringement, availability, and freedom from viruses or other harmful components.
WA does not warrant that the Website will be uninterrupted, error-free, secure, or continuously available.
Limitation of Liability
To the fullest extent permitted by law, WA and its officers, employees, representatives, affiliates, service providers, and licensors shall not be liable for any direct, indirect, incidental, consequential, special, exemplary, or punitive damages arising out of or relating to:
● Your use of or inability to use the Website;
● Reliance upon information contained on the Website;
● Errors, omissions, interruptions, delays, or inaccuracies in Website content;
● Failures of Website functionality or security.
Privacy
Your use of this Website is also governed by WA’s Privacy Notice, which describes how information may be collected, used, stored, and protected.
Additional information regarding WA’s services, fees, conflicts of interest, and disciplinary history is available in WA’s current Form ADV Part 2A Brochure and Form CRS.
Electronic Communications
WA may communicate with clients and prospective clients through electronic means. Electronic communications may be monitored, reviewed, retained, and produced to regulators as required by applicable law and regulatory obligations.
WA does not accept trading instructions, money movement requests, account changes, or other time-sensitive instructions through standard email communications.
Changes to Terms
WA reserves the right to amend these Terms of Use at any time. Changes become effective upon posting to the Website. Continued use of the Website following any revision constitutes acceptance of the revised Terms.
Severability and Waiver
If any provision of these Terms of Use is determined by a court of competent jurisdiction to be invalid, illegal, or unenforceable, the remaining provisions shall remain in full force and effect. WA’s failure to enforce any provision of these Terms shall not constitute a waiver of any right or provision. No waiver shall be effective unless in writing and signed by an authorized representative of WA.
These Terms of Use, together with WA’s Privacy Notice and any other disclosures expressly incorporated herein, constitute the entire agreement between the user and WA regarding use of the Website.
Governing Law
These Terms of Use shall be governed by and construed in accordance with the laws of the State of New York, without regard to conflict-of-law principles, except where superseded by applicable federal law.
Contact Information
If you have questions regarding these Terms of Use, our Form ADV, Form CRS, Privacy Notice, or advisory services, please contact The Wealth Alliance, LLC.
● Attempt to gain unauthorized access to any portion of the Website, systems, networks, or databases;
● Interfere with the operation, functionality, or security of the Website;
● Use bots, crawlers, scraping tools, artificial intelligence tools, automated extraction technologies, or similar methods to collect Website content without prior written authorization;
● Introduce viruses, malware, malicious code, or other harmful technologies;
● Use the Website in a manner that could impair or disrupt Website operations.
● Reliance upon information contained on the Website;
● Errors, omissions, interruptions, delays, or inaccuracies in Website content;
● Failures of Website functionality or security.
CLIENTS
Individuals
Businesses
NEWS & VIEWS
Live TV Interviews
Quoted in the Press
WA Monthly Videos
Individuals
Businesses
Live TV Interviews
Quoted in the Press
WA Monthly Videos
New York Office
105 Broadhollow Rd
Melville, NY 11747
631-670-0682
Florida Office
6501 Congress Avenue
Suite 100
Boca Raton, FL 33487
561-910-8626
105 Broadhollow Rd
Melville, NY 11747
631-670-0682
6501 Congress Avenue
Suite 100
Boca Raton, FL 33487
561-910-8626

Terms of Use | Disclosures | Privacy Policy | Form CRS | Form ADV
© Copyright 2026
© Copyright 2026
THE WEALTH ALLIANCE, LLC IS A REGISTERED INVESTMENT ADVISOR.
Fidelity Investments and Fidelity Clearing & Custody Solutions (together “Fidelity”) is an independent company, unaffiliated with The Wealth Alliance. Fidelity is a service provider to The Wealth Alliance. There is no form of legal partnership agency affiliation, or similar relationship between your financial advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity has not been involved with the preparation of the content supplied by The Wealth Alliance and does not guarantee, or assume any responsibility for, its content. Fidelity Investments is a registered trademark of FMR LLC. Fidelity Clearing & Custody Solutions® provides clearing, custody, and other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 897728.1.0
CLIENTS
Individuals
Businesses
NEWS & VIEWS
Live TV Interviews
Quoted in the Press
WA Monthly Videos
Individuals
Businesses
Live TV Interviews
Quoted in the Press
WA Monthly Videos
New York Office
105 Broadhollow Rd
Melville, NY 11747
631-670-0682
Florida Office
6501 Congress Avenue
Suite 100
Boca Raton, FL 33487
561-910-8626
105 Broadhollow Rd
Melville, NY 11747
631-670-0682
6501 Congress Avenue
Suite 100
Boca Raton, FL 33487
561-910-8626
