Terms and Conditions Meristem Private Wealth Effective Date: June 2026
Welcome to the Meristem Private Wealth website (the “Site”), operated by Meristem Private Wealth (“Meristem,” “we,” “us,” or “our”). Securities and advisory services are offered through LPL Financial, a registered investment advisor and member FINRA/SIPC.
By accessing or using the Site, you agree to be bound by these Terms and Conditions (the “Terms”). If you do not agree, please do not use the Site. We may update these Terms from time to time; continued use constitutes acceptance of changes. We encourage you to review them periodically.
1. Use of the Site
The Site provides general information about our financial planning, wealth management, and related services. It is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell securities. Nothing on the Site is intended as personalized advice. Consult a qualified professional for advice tailored to your situation.
You agree to use the Site only for lawful purposes and in compliance with all applicable laws. You must not:
- Use the Site in any way that could damage, disable, or impair it.
- Attempt to gain unauthorized access to any part of the Site.
- Transmit any viruses, malware, or harmful code.
- Scrape, copy, or reproduce content without permission.
2. Intellectual Property
All content on the Site, including text, graphics, logos, images, and software, is the property of Meristem Private Wealth, LPL Financial, or their licensors and protected by U.S. copyright, trademark, and other laws. You may view and print limited portions for personal, non-commercial use, provided you retain all copyright notices. Any other use requires our prior written consent.
3. User Accounts and Security
Certain features may require registration. You are responsible for maintaining the confidentiality of your account credentials and for all activities under your account. Notify us immediately of any unauthorized use.
4. No Professional Advice; Disclaimer of Warranties
The Site and its content are provided “as is” without warranties of any kind, express or implied. We disclaim all warranties, including merchantability, fitness for a particular purpose, and non-infringement. We do not guarantee the accuracy, completeness, timeliness, or reliability of information on the Site. Past performance is not indicative of future results. Investments involve risk, including loss of principal.
5. Limitation of Liability
To the fullest extent permitted by law, Meristem Private Wealth, LPL Financial, and their affiliates, officers, directors, employees, and agents shall not be liable for any indirect, incidental, special, consequential, or punitive damages arising from your use of the Site, even if advised of the possibility.
6. Links to Third-Party Sites
The Site may contain links to third-party websites. We are not responsible for their content, privacy practices, or availability. Your use of such sites is at your own risk.
7. Indemnification
You agree to indemnify and hold harmless Meristem Private Wealth, LPL Financial, and their affiliates from any claims, losses, or damages arising from your violation of these Terms or misuse of the Site.
8. Governing Law and Dispute Resolution
These Terms are governed by the laws of the State of California, without regard to conflict of laws principles. Any disputes shall be resolved exclusively in the state or federal courts located in Los Angeles County, California. You waive any objections to venue or jurisdiction.
9. Termination
We may terminate or suspend your access to the Site at any time, with or without notice, for any reason.
10. Miscellaneous
If any provision is held invalid, the remainder remains in effect. Our failure to enforce a right does not waive it. These Terms constitute the entire agreement between you and us regarding the Site.
Contact Us Meristem Private Wealth 655B North Mountain Avenue Upland, CA 91786 Phone: (909) 296-6600 Email: info@meristempw.com