Disclosures

Sucré-Vail Wealth Advisors ("SVWA") is a Registered Investment Advisor ("RIA"). SVWA provides asset management and related services for clients nationally. SVWA will notice file and maintain all applicable licenses as required by the various states in which SVWA conducts business, as applicable. SVWA renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.

This web site is intended to provide general information about SVWA. It is not intended to offer investment advice. Information regarding investment products and services are provided solely to read about our investment philosophy, our strategies and to be able to contact us for further information.

Market data, articles and other content on this web site are based on generally-available information and are believed to be reliable. SVWA does not guarantee the accuracy of the information contained in this web site. The information is of a general nature and should not be construed as investment advice.

SVWA will provide all prospective clients with a copy of our current Form ADV, Part 2A ("Disclosure Brochure") and the Brochure Supplement for each advisory person supporting a particular client. The Disclosure Brochure and Supplement are updated at least annually and available by clicking here:  Disclosure Brochure. You may also obtain a copy on the SEC website at http://adviserinfo.sec.gov or you may contact us at Info@sucrevailwa.com to request a copy.

If you have any questions regarding Compliance and Regulatory information, please also contact us at Info@sucrevailwa.com

Email Disclosures
SVWA often communicates with its clients and prospective clients through email and other electronic means. Your privacy and security are very important to us. SVWA makes every effort to ensure that email communications do not contain sensitive information. We remind our clients and others not to send SVWA private information over email. If you have sensitive data to deliver, we can provide secure means for such delivery.

Please note: SWVA does not generally accept trading or money movement instructions via email due to a potential timing delay on which email is received and acted upon.

As a registered investment advisor, SVWA emails are subject to inspection by the Chief Compliance Officer of SVWA and the securities regulators.

If you have received an email from SVWA in error, we ask that you contact the sender and destroy the email and its contents.

For a copy of the SVWA Privacy Policy, please click here: SVWA Privacy Policy.  

If you have any questions regarding our email policies, please contact us at Info@sucrevailwa.com

Social Websites
SVWA may utilize third-party websites that include social media websites, blogs and other interactive content. SVWA considers all interactions with clients, prospective clients and the general public on these sites to be advertisements under the securities regulations. As such, SVWA may retain a copy of information that SVWA or third-parties may contribute to such sites. This information is subject to review and inspection by the CCO of SVWA or the securities regulators.

Information provided on these sites is for informational and/or educational purposes only and is not, in any way, to be considered investment advice nor a recommendation of any investment product. Advice may only be provided by SVWA’s advisory persons after entering into an advisory agreement and provided SVWA with all requested information about your background.

If you have any questions regarding our social media policies, please contact us at Info@sucrevailwa.com

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PLEASE READ THROUGH THESE TERMS OF USE CAREFULLY.

By using this Web site (this “Web Site”) you are deemed to have entered into an agreement (this “Agreement”) with Sucré-Vail Wealth Advisors to be bound by the terms set forth below. Sucré-Vail Wealth Advisors reserves the right, at its sole discretion, to revise, modify, add or delete portions of these terms at any time. Notification of changes in this Agreement will be posted on the Web Site.

 

TRANSMISSION OF THE INFORMATION CONTAINED HEREIN IS NOT INTENDED TO CREATE AND RECEIPT DOES NOT CONSTITUTE A CLIENT RELATIONSHIP WITH SUCRE-VAIL WEALTH ADVISORS ANY OPINIONS EXPRESSED IN THIS SITE ARE SUBJECT TO CHANGE WITHOUT NOTICE AND SUCRE-VAIL WEALTH ADVISORS IS NOT UNDER ANY OBLIGATION TO UPDATE OR KEEP CURRENT THE INFORMATION CONTAINED HEREIN. SUCRE-VAIL WEALTH ADVISORS ACCEPTS NO LIABILITY WHATSOEVER FOR ANY LOSS OR DAMAGE OF ANY KIND ARISING OUT OF THE USE OF ALL OR ANY PART OF THIS MATERIAL.

 

NOT FINANCIAL ADVICE

The material on this Web Site has no regard to the specific investment objectives, financial situation, or particular needs of any visitor. It is published solely for informational purposes and is not to be construed as a solicitation nor does it constitute advice, investment or otherwise. References made to third parties are based on information obtained from sources believed to be reliable but are not guaranteed as being accurate. Visitors should not regard it as a substitute for the exercise of their own judgment. Our comments are an expression of opinion. While we believe our statements to be true, they always depend on the reliability of our own credible sources. We recommend that you consult with a licensed, qualified investment advisor before making any investment decisions.

 

USE OF PROPRIETARY INFORMATION

The Web Site is protected by copyright as a collective work and/or compilation, pursuant to U.S. copyright laws, international conventions, and other copyright laws. The contents of the Web Site are only for your personal, non-commercial use. All materials contained on the Web Site are protected by copyright, and are owned or controlled by Sucré-Vail Wealth Advisors or the party credited as the provider of the content. You will abide by any and all additional copyright notices, information, or restrictions contained in any content on the Web Site. You may download and make one (1) copy of the content and other downloadable items displayed on this Web Site for personal, noncommercial use only, provided that you maintain all copyright and other notices contained in such content. Copying or storing of any content for other than personal, noncommercial use is expressly prohibited without the prior written permission from Sucré-Vail Wealth Advisors or the copyright holder identified in the individual contents copyright notice.

 

NO WARRANTY OR GUARANTEE IMPLIED

THE INFORMATION AVAILABLE IN THIS WEB SITE IS PROVIDED “AS IS” AND WITHOUT WARRANTIES OF ANY KIND EITHER EXPRESS OR IMPLIED. TO THE FULLEST EXTENT PERMISSIBLE BY LAW, SUCRE-VAIL WEALTH ADVISORS MAKES NO REPRESENTATION OR WARRANTIES OF ANY KIND WHATSOEVER FOR THE CONTENT ON THE WEB SITE OR THE MATERIALS, INFORMATION AND FUNCTIONS MADE ACCESSIBLE BY THE SOFTWARE USED ON OR ACCESSED THROUGH THIS WEB SITE, FOR ANY PRODUCTS OR SERVICES OR HYPERTEXT LINKS TO THIRD PARTIES OR FOR ANY BREACH OF SECURITY ASSOCIATED WITH THE TRANSMISSION OF SENSITIVE INFORMATION THROUGH THIS WEB SITE OR ANY LINKED SITE.

FURTHER, SUCRE-VAIL WEALTH ADVISORS DISCLAIMS ANY EXPRESS OR IMPLIED WARRANTIES, INCLUDING, WITHOUT LIMITATION, NON-INFRINGEMENT, MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE.

SUCRE-VAIL WEALTH ADVISORS DOES NOT WARRANT THAT THE FUNCTIONS CONTAINED IN THIS WEB SITE OR ANY MATERIALS OR CONTENT CONTAINED THEREIN WILL BE UNINTERRUPTED OR ERROR FREE, THAT DEFECTS WILL BE CORRECTED, OR THAT THIS WEB SITE OR THE SERVER THAT MAKES IT AVAILABLE IS FREE OF VIRUSES OR OTHER HARMFUL COMPONENTS. SUCRE-VAIL WEALTH ADVISORS DOES NOT WARRANT OR MAKE ANY REPRESENTATION REGARDING THE USE OR THE RESULTS OF THE USE OF THE INFORMATION IN THIS WEB SITE.

 

LIMITATION OF LIABILITY

IN NO EVENT WILL SUCRE-VAIL WEALTH ADVISORS, ITS MEMBERS, OFFICERS, EMPLOYEES OR THEIR AFFILIATES BE LIABLE FOR INDIRECT, DIRECT, SPECIAL, INCIDENTAL, OR CONSEQUENTIAL DAMAGES (INCLUDING, WITHOUT LIMITATION, DAMAGES FOR LOSS OF BUSINESS PROFITS, BUSINESS INTERRUPTION, LOSS OF BUSINESS INFORMATION, PAIN AND SUFFERING, EMOTIONAL DISTRESS THAT RESULT FROM THE USE OF, OR THE INABILITY TO USE, THE MATERIALS IN THIS WEB SITE, OR OTHER PECUNIARY LOSS) ARISING DIRECTLY OR INDIRECTLY FROM THE USE OF (OR FAILURE TO USE) OR RELIANCE ON THE INFORMATION CONTAINED WITHIN, OR AS A RESULT OF THE RISKS INHERENT IN THE STOCK MARKET, EVEN IF SUCRE-VAIL WEALTH ADVISORS HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

 

INDEMNIFICATION

You agree to defend, indemnify and hold Sucré-Vail Wealth Advisors its members, officers, employees and their affiliates harmless from and against any and all claims, losses, liability costs and expenses (including but not limited to attorneys’ fees) arising from your violation of this Agreement, state or federal securities laws or regulations, or any third party’s rights, including but not limited to infringement of any copyright, violation of any proprietary right and invasion of any privacy rights.

You shall cooperate as fully as reasonably required in the defense of any claim.

Sucré-Vail Wealth Advisors reserves the right, at its own expense, to assume the exclusive defense and control of any matter otherwise subject to indemnification by you and you shall not in any event settle any matter without the written consent of Sucré-Vail Wealth Advisors. This obligation will survive the termination of this Agreement.

 

IMPORTANT CONSUMER INFORMATION

1. An investment advisor or investment advisor representative may only transact business in a particular state after licensure or satisfying qualifications, requirements of that state, or only if they are excluded or exempted from the state’s investment advisor or investment advisor representative requirements, as the case may be.
2. Follow-up, individualized responses to consumers in a particular state by an investment adviser or investment advisor representative that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state’s investment advisor, or investment advisor representative requirements, or pursuant to an applicable state exemption or exclusion.
3. For information concerning the licensure status or disciplinary history of an investment advisor or investment advisor representative, a consumer should contact his or her state securities law administrator.

 

CONFIDENTIALITY

You acknowledge that transmission to and from this Web Site are not confidential and your communications may be read or intercepted by others. Persons contacting Sucré-Vail Wealth Advisors through this Web Site should not send sensitive, privileged, or confidential information.

You acknowledge that by submitting communications to Sucré-Vail Wealth Advisors, no confidential, fiduciary, contractual or other relationship is created between you and Sucré-Vail Wealth Advisors other than pursuant to this Agreement.

 

PRIVACY STATEMENT

Contact information obtained from this site is used only within our Company and is not for public knowledge. This site keeps user email addresses private. They are never disclosed or sold to outside sources. We highly recommend the use of a 128-bit key browser for optimum privacy and security. Please contact Sucré-Vail Wealth Advisors for a complete copy of our Privacy Notice.

 

ENTIRE AGREEMENT

This Agreement sets forth the entire agreement between the parties with regard to the subject matter hereof. No other agreements, representations, or warranties have been made by either party to the other with respect to the subject matter of this Agreement, except as referenced herein.

 

GOVERNING LAW

This Agreement shall be governed by and construed in accordance with the laws of the State of Texas, without regard to conflicts of laws provisions, sole and exclusive jurisdiction for any action or proceeding arising out of or related to this agreement shall be an appropriate state or federal court located in the State of Texas. Any cause of action you may have with respect to your use of this Web Site must be commenced within one (1) year after the claim or cause of action arises.

 

NO PARTNERSHIP

Nothing contained herein shall be deemed to establish a partnership, joint venture, association, or employment relationship between the parties.

 

WAIVER

The failure by Sucré-Vail Wealth Advisors to enforce any provision of this Agreement shall not constitute a waiver of any provision or right.

 

SEVERABILITY

If any of the provisions of this Agreement are found or deemed by a court to be invalid or unenforceable, they shall be severable from the remainder of this Agreement and shall not cause the invalidity or unenforceability of the remainder of this Agreement.

 

CONTACT

If you have any questions about these Terms of Use, you can contact Sucré-Vail Wealth Advisors, 16862 Royal Crest Drive, Houston, TX. 77058