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Terms & Conditions

Effective Date: March 27, 2026

Welcome to the website of KWM Partners, LLC (“KWM Partners,” “we,” “our,” or “us”). By accessing or using this website (the “Site”), you agree to be bound by these Terms & Conditions, as well as our Privacy Policy and any other policies or notices posted on the Site. If you do not agree to these Terms & Conditions, please do not use this Site.

1. Use of This Site

This Site is provided for general informational and educational purposes only. You agree to use the Site only for lawful purposes and in a manner that does not infringe upon or restrict the rights of others.

We reserve the right to update, revise, or modify these Terms & Conditions at any time. Any changes will be effective when posted on this page. Your continued use of the Site after such changes constitutes your acceptance of the revised Terms & Conditions.

2. Intellectual Property

All content on this Site, including text, graphics, logos, images, downloads, videos, design elements, and other materials, is owned by or licensed to KWM Partners, LLC and is protected by copyright, trademark, and other applicable intellectual property laws.

You may view, download, and print content from this Site for your personal, non-commercial use only, provided that you do not modify the content and that you retain all copyright and proprietary notices. No other use is permitted without our prior written consent.

3. User Submissions

If you submit comments, messages, emails, forms, testimonials, feedback, or other materials to us through the Site or otherwise, you represent that you have the right to submit such materials and that the information provided is accurate.

By submitting content to us, you grant KWM Partners, LLC a non-exclusive, royalty-free, worldwide license to use, reproduce, modify, and display such content for business purposes, subject to applicable law and our Privacy Policy.

4. No Investment, Legal, or Tax Advice

KWM Partners, LLC is a Registered Investment Advisor. However, information provided on this Site, in text messages, in emails, in downloadable materials, or in other marketing or educational communications is for general informational and educational purposes only and should not be construed as individualized financial, investment, legal, or tax advice.

Nothing on this Site constitutes an offer to buy or sell securities, investment products, insurance products, or advisory services in any jurisdiction where such offer would be unlawful. You should consult your own qualified legal, tax, insurance, and financial professionals before acting on any information provided by KWM Partners, LLC.

5. No Client Relationship Created by Website Use

Use of this Site, including submitting a form, sending us an email, or receiving a response from us, does not by itself create an advisory, fiduciary, or client relationship with KWM Partners, LLC. A client relationship is established only through the completion of required documentation and formal acceptance by our firm.

6. Third-Party Links

This Site may contain links to third-party websites for your convenience. We do not control, endorse, or assume responsibility for the content, privacy practices, or accuracy of any third-party websites. Accessing any third-party website is at your own risk.

7. Disclaimer of Warranties

This Site and all content made available through it are provided on an “as is” and “as available” basis without warranties of any kind, either express or implied. To the fullest extent permitted by law, KWM Partners, LLC disclaims all warranties, including but not limited to warranties of merchantability, fitness for a particular purpose, title, and non-infringement.

We do not warrant that the Site will be uninterrupted, error-free, secure, or free of viruses or other harmful components.

8. Limitation of Liability

To the fullest extent permitted by law, KWM Partners, LLC shall not be liable for any direct, indirect, incidental, consequential, special, exemplary, or other damages arising out of or relating to your use of, or inability to use, this Site or any content provided through it.

Your sole remedy for dissatisfaction with the Site is to stop using it.

9. Indemnification

You agree to indemnify, defend, and hold harmless KWM Partners, LLC and its officers, directors, employees, affiliates, contractors, and agents from and against any claims, damages, liabilities, costs, and expenses arising from your use of the Site, your violation of these Terms & Conditions, or your infringement of any rights of another.

10. Interactive Features and Prohibited Conduct

If this Site offers forms, messaging features, comment areas, or other interactive services, you agree not to post, submit, or transmit any content that is unlawful, threatening, defamatory, abusive, obscene, infringing, harmful, or otherwise objectionable.

You also agree not to:

  • Attempt to gain unauthorized access to the Site or its systems

  • Use the Site to distribute spam, malware, or malicious code

  • Interfere with the operation or security of the Site

  • Use the Site for fraudulent or misleading purposes

 

We reserve the right to remove content or restrict access at our discretion.

11. Purchases and Third-Party Services

If products or services are offered through the Site or through third-party providers linked from the Site, additional terms may apply. KWM Partners, LLC is not responsible for the performance, accuracy, or policies of third-party products, services, or merchants.

12. SMS Terms & Conditions

By opting in to receive text messages from KWM Partners, LLC, you consent to receive SMS communications related to appointment reminders, service-related notifications, account updates, responses to inquiries, and occasional marketing messages.

Message frequency may vary. Message and data rates may apply.

For assistance, reply HELP or contact us at Info@KWMPartners.com.

To stop receiving text messages, reply STOP at any time. You may receive a final message confirming your opt-out request. Once unsubscribed, you will no longer receive SMS messages from us unless you opt in again.

By enrolling in SMS communications, you represent that you are the account holder or have the account holder’s permission to enroll the mobile number provided.

SMS consent is not shared with third parties or affiliates for marketing purposes.

13. Digital Millennium Copyright Act

If you believe that any content on this Site infringes your copyright, you may send notice to:

KWM Partners, LLC


Email: Info@KWMPartners.com

Your notice must comply with the requirements of the Digital Millennium Copyright Act.

14. Termination

We reserve the right to terminate or restrict your access to the Site, without notice, for any reason, including if we believe you have violated these Terms & Conditions.

15. Governing Law

These Terms & Conditions shall be governed by and construed in accordance with the laws of the State of Texas, without regard to its conflict of law principles.

16. Severability

If any provision of these Terms & Conditions is determined to be unlawful, invalid, or unenforceable, the remaining provisions shall remain in full force and effect.

17. Contact Information

If you have any questions regarding these Terms & Conditions, please contact:

KWM Partners, LLC
Email: Info@KWMPartners.com
Website: https://www.kwmpartners.com

Your trusted fiduciary financial advisors

96 Beach Walk Blvd

Suite 1243

Conroe, Texas 77304

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By Appointment Only:

Richardson Office Address:
2435 N. Central Expy
12th Floor 
Richardson, Texas 7508

Tucson Office Address:
3275 W Ina Road
Suite 217
Tucson, Arizona 85741

936-206-4236 Office

KWM Partners, LLC is a registered investment advisory firm helping individuals create retirement strategies using a variety of investment and insurance products to meet their needs and objectives.

 

Content on this site is provided for information purposes only and should not be considered investment or insurance advice.  Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges, and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. Such information is provided for informational purposes only and should not be considered investment or insurance advice and should not be considered a solicitation to buy or sell any of the products mentioned. Neither the firm nor its representatives provide tax or legal advice and nothing herein should be construed as such.  Information provided herein is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.  Always consult with your financial advisor, tax advisor or attorney regarding your specific circumstances.

KWM Partners, LLC © 2026  | All Rights Reserved

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