Legal Disclaimer
Important information about our services, limitations, and regulatory compliance.
Last Updated: February 2026
Please Read Carefully
This disclaimer contains critical information about the scope and limitations of Trevoxa Wealth's services.
Nature of Our Services
We Are a Coordination Platform
Trevoxa Wealth operates as a financial coordination platform. We connect individuals and families with qualified professionals and provide coordination tools.
- We do not provide personalized financial, tax, or legal advice.
- We do not act as an investment advisor, broker, or insurance agent.
- We do not manage assets or execute trades.
- We do not guarantee results or outcomes.
Educational Information Only
All website content, workshops, and materials are for general educational purposes only and should not be relied upon as personalized advice.
No Financial Advice
Trevoxa Wealth does not provide financial, investment, tax, or legal advice.
Always consult licensed professionals before making financial decisions.
Professional Matching
- Verification of credentials does not constitute endorsement.
- Professionals operate independently.
- You are responsible for your own due diligence.
- Past performance does not guarantee future results.
Investment and Financial Risks
- All investments carry risk.
- Market conditions change over time.
- Diversification does not guarantee profit.
- Individual risk tolerance varies.
Compensation Disclosure
Trevoxa Wealth may receive compensation through platform fees, service fees, or disclosed referral arrangements.
User Responsibility
You are ultimately responsible for your financial decisions.
You must evaluate professionals, review documents carefully, and make informed choices.
Contact
Ready to Work with Verified Professionals?
Complete our 2-minute intake to get matched with fiduciary-standard advisors.
Start the Intake