Terms & Conditions

This website is provided as a service of Thompson Wealth Solutions, LLC (“MWA”). By accessing MWA’s website, you agree to the following terms and conditions:

Registration:

Thompson Wealth Solutions, LLC (TWS, LLC) doing business as Meta Wealth Advisory (MWA) is an SEC-registered investment adviser firm. Registration as an investment adviser does not imply a certain level of skill or training. MWA only transacts business in those states in which it is notice filed or qualifies for an exemption or exclusion from notice filing requirements. Andrew Thompson is registered as an investment adviser representative. Free and simple tools are available to research firms and financial professionals at https://www.investor.gov/CRS, which also provides educational materials about investment advisers, broker-dealers and investing. Important information describing our company’s business operations, services, and fees can be viewed on the SEC’s website at www.adviserinfo.sec.gov. MWA provides its Form ADV disclosure brochures to all clients. Copies are also available upon request. For detailed information about Andrew Thompson’s investment adviser representative registration, you may also visit www.adviserinfo.sec.gov to view his background information.

Thompson Wealth Solutions, LLC is a registered investment adviser with the Securities and Exchange Commission (SEC). Our IARD/CRD Number is 338023.

Important information describing TWS, LLC business operations, services, and fees can be viewed on the SEC’s website at www.adviserinfo.sec.gov. TWS, LLC will provide its Form ADV disclosure brochure, which serves as the firm’s disclosure document, to all clients.  Copies are also available to interested parties upon request.

For detailed information about TWS, LLC’s investment adviser representatives who may serve retail clients, you may also visit www.adviserinfo.sec.gov and view background information about such investment adviser representatives.

This website is published in the United States for residents of the United States. TWS, LLC does not solicit business in international jurisdictions.

This website is intended for informational purposes only. Despite our efforts to be accurate, these pages may contain errors and information that is no longer current. The information published on this website is subject to change on a regular basis without notice. This website should not be regarded as a complete analysis of the subjects discussed.

Past performance is not indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended or undertaken by Investment Adviser) made reference to directly or indirectly by Investment Adviser in its website, or indirectly via a link to an unaffiliated third party web site, will be profitable or equal the corresponding indicated performance level(s).

Different types of investments and/or investment strategies involve varying levels of risk, and there can be no assurance that any specific investment or investment strategy (including investment strategies detailed on this website by TWS, LLC) will be either suitable or profitable for a client's or prospective client's portfolio and may result in a complete loss of principal.

Nothing on this website should be constructed as a solicitation or offer, or recommendation to acquire or dispose of any investment or to engage in any other transaction. Investment Adviser does not render or offer to render personal investment advice or financial planning advice through our website. 

Viewing or utilizing information on this website, or contacting or responding to our offices or investment adviser representatives does not create an investment advisory relationship of any kind. An investment advisory relationship can only be established and investment advice can only be provided after the following three events have been completed:

(1) our thorough review with you of all the relevant facts pertaining to a potential engagement;

(2) the execution of a written engagement and fee agreement; and

(3) delivery of the Form ADV disclosure brochure.

TWS, LLC uses links to other web sites in an effort to assist users in locating information on topics that might be of interest to them. We cannot attest to the accuracy of information provided by linked sites. Linking to a web site does not constitute an endorsement by TWS, LLC of any of its employees of the sponsors of the site or the products presented on the site. Technical problems with outside links, other than a link that has been moved or changed, should be reported to the entity that maintains the site.

Our website is provided to you without charge as a convenience and for your information only. By providing access to our website content, we do not warrant nor represent the following:

·       the content is accurate or complete;

·       the content is up-to-date or current;

·       we have a duty to update any content;

·       the content is free from technical inaccuracies or typographical errors; and

·       your access to our website will be free from interruptions, errors, computer viruses, or other harmful components.

We do not assume any liability for these matters. In other words, you use our website at your own risk. Under no circumstances, including but not limited to negligence, shall we be liable for any direct or indirect, special, incidental or consequential damages. This includes loss of data or profit arising out of the use or the inability to use the content of this website, even if one of our representatives has been advised of the possibility of your damages. Some jurisdictions do not allow the exclusion or limitation of liability for consequential or incidental damages. In such jurisdictions, our liability is limited to the greatest extent permitted by law.

No Offer:

Nothing on the MWA website should be construed as a solicitation, offer, or recommendation, to acquire or dispose of any investment or to engage in any other transaction. MWA does not render or offer to render personalized investment advice or financial planning advice through the MWA website. MWA’s specific advice is given only within the context of our contractual agreements with each client. The MWA website is limited to the dissemination of general information about MWA’s service offerings and provides an alternative method for prospective clients to learn more about MWA and to contact MWA. Advice may only be rendered after the delivery of Form ADV Part 2A, the execution of an investment advisory agreement by the client and the advisor, and the client’s initial payment of the investment advisory fee to the advisor.

No Reliance:

While MWA uses reasonable efforts to obtain information from sources that it believes to be reliable, MWA makes no representation that the information or opinions contained on the MWA website are accurate, reliable, or complete. The information and opinions contained in the MWA website are provided by MWA for personal use and informational purposes only and are subject to change without notice. Nothing contained on the MWA website neither constitutes investment, financial, legal, tax, or other advice nor is to be relied on in making an investment or other decision. MWA’s specific advice is given only within the context of our contractual agreements with each client.

Linked Websites:

When you access certain links on the MWA website you may leave the MWA website. MWA does not endorse the content of such websites nor the products, services, or other items offered through such websites. Any links to other sites are not intended as referrals or endorsements but are merely provided to the users of the MWA website for convenience and informational purposes.

Downloaded Material from Website:

You may download or print out a hard copy of individual pages and/or sections of the MWA website, and files made available for download, provided that you do not remove any logos or other proprietary notices. Any downloading or otherwise copying from the MWA website will not transfer the title to any software or material to you. You may not reproduce (in whole or in part), transmit (by electronic means or otherwise), modify, link into, or use for a public or commercial purpose the MWA website without prior written permission of MWA.