Terms of Use
Effective August 1, 2026
1. Acceptance
By using claritawealthmanagement.com (the "Site") you agree to these Terms of Use. If you do not agree, please do not use the Site.
2. Nature of the service
Clarita Wealth Management is an advisor-matching and financial-education service. We connect consumers with independent, unaffiliated financial advisors.
We are not a registered investment adviser, broker-dealer, insurance agency, law firm, or accounting firm. We do not manage assets, recommend securities, sell financial products, or provide investment, legal, or tax advice.
3. No advisory relationship
Submitting a matching request does not create an advisory, fiduciary, attorney-client, or accountant-client relationship with us. Any engagement is strictly between you and the independent advisor, under their own agreement, and we are not a party to it.
4. Vetting and no guarantee
We screen advisors in our network for fiduciary status, credentials, and fee transparency. Screening is not a guarantee of any advisor's performance, conduct, suitability for you, or future results. You are responsible for your own due diligence before engaging anyone.
5. Educational content
Articles, videos, and other material on the Site are general education only. They are not personalized advice and may not reflect current law or your circumstances.
6. Your submissions
You agree that the information you submit is accurate and that you are authorized to provide it. Our handling of that information is described in our Privacy Policy.
7. Third-party links
The Site links to third-party websites and advisors we do not control. We are not responsible for their content, practices, or services.
8. Disclaimer and limitation of liability
The Site is provided "as is" without warranties of any kind. To the fullest extent permitted by law, we are not liable for any indirect, incidental, or consequential damages arising from use of the Site or from any relationship you enter into with an advisor.
9. Governing law and changes
These terms are governed by the laws of the State of California. We may update them and will revise the effective date above. Questions: hello@claritawealthmanagement.com.
Clarita Wealth Management is not a registered investment adviser and does not provide investment, legal, or tax advice. We connect consumers with independent, unaffiliated financial advisors. Clarita Wealth Management may receive compensation from advisors in its network for introductions made through this site. Advisors set their own fees independently, and this compensation does not change what you pay.