ARIADNE WEALTH MANAGEMENT
TERMS AND CONDITIONS

1. Introduction

    These Terms and Conditions (“Terms”) govern your use of services provided by Ariadne Wealth Management, LP (“Ariadne,” “we,” “us,” or “our”). By engaging our services, accessing our website, or communicating with us, you agree to be bound by these Terms.

    Ariadne Wealth Management, LP is a registered investment adviser based in Santa Barbara, California. We provide wealth management, financial planning, and investment advisory services to high-net-worth individuals, families, and business owners.

    2. Our Services

        Ariadne provides the following services:

        • Comprehensive wealth management and financial planning
        • Investment advisory and portfolio management
        • Tax-optimization strategies, including asset location, loss harvesting, and tax planning
        • Estate planning coordination
        • Retirement income planning
        • Philanthropic giving strategies
        • Family office services coordinating with your estate planner, accountant, and other professionals
          Our services are provided pursuant to a written advisory agreement that details the scope of services, fees, and other terms. These general Terms are supplemented by the specific terms in your advisory agreement.

        3. Communications

        3.1 General Communications
        We may communicate with you through various channels, including telephone, postal mail, email, and secure client portal. All communications are subject to our Privacy Policy, which is incorporated herein by reference.
        3.2 SMS Text Messaging
        With your explicit consent, Ariadne may send you SMS text messages regarding your accounts, appointments, and services. The following terms apply to SMS communications:
        Brand Name: Ariadne Wealth Management, LP
        Types of Messages: Appointment confirmations and reminders, document request follow-ups, portfolio review reminders, account-related notifications, and general client service communications. We do NOT send promotional or marketing SMS messages.
        Message Frequency: Varies based on client activity and needs. Typically 1-5 messages per month per client. You may receive additional messages during periods of account activity.
        Message and Data Rates: Standard message and data rates may apply. The number of segments per message depends on length (160 characters = 1 segment; longer messages split into multiple segments, each billed separately).
        Opt-In Method: You may opt in to SMS communications by providing your mobile number directly to an Ariadne advisor or staff member, completing a client intake or service form that includes an SMS consent checkbox, or replying START to an initial SMS confirmation from us.
        Opt-Out (Unsubscribe): You may opt out at any time by replying STOP to any SMS message you receive from us. You will receive a confirmation message acknowledging your opt-out. Alternatively, you may contact us at (805) 456-4920 or info@ariadnewealth.com to opt out.
        Re-Subscribe: If you have previously opted out and wish to re-subscribe to SMS communications, reply START or contact us directly.
        HELP: For assistance with SMS communications, reply HELP to any message or contact us at (805) 456-4920 or info@ariadnewealth.com.
        Third-Party Sharing: Mobile phone numbers and SMS opt-in information collected by Ariadne will NOT be shared with third parties for marketing purposes. We may share your contact information with service providers acting on our behalf (e.g., Microsoft Teams for SMS delivery), but such parties are contractually prohibited from using your information for their own marketing.
        Note: SMS is available only for clients with U.S. or Canadian phone numbers and is subject to Microsoft Teams Calling Plan availability in your region.

        4. Website Use

        4.1 Acceptance of Terms
        By accessing and using the Ariadne Wealth Management website (www.ariadnewealth.com), you accept and agree to be bound by the terms and provisions of this agreement.
        4.2 Intellectual Property
        All content on this website, including text, graphics, logos, images, and software, is the property of Ariadne Wealth Management and is protected by copyright laws. You may not reproduce, distribute, modify, or republish any materials without our prior written consent.
        4.3 No Guarantee of Performance
        Information on this website is for informational purposes only and does not constitute investment, legal, or tax advice. Past performance is not indicative of future results. Investments may lose value.
        4.4 Links to Third-Party Sites
        Our website may contain links to third-party websites. We do not endorse or assume responsibility for the content or practices of any third-party sites.

        5. Advisory Services & Disclaimers

        5.1 Fiduciary Duty
        As a registered investment adviser, Ariadne Wealth Management serves as a fiduciary to our clients. This means we are legally obligated to act in your best interest and put your interests ahead of our own.
        5.2 Investment Risk
        All investments involve risk, including the loss of principal. No investment strategy can guarantee profits or protect against losses. You should carefully consider your investment objectives, risk tolerance, and liquidity needs before investing.
        5.3 No Guarantees
        We do not guarantee specific investment outcomes or returns. Any projections or forecasts are hypothetical and may not reflect actual future results.

        6. Privacy & Data Protection

        Your privacy is important to us. Our collection, use, and protection of your personal information is governed by our Privacy Policy, which is available at www.ariadnewealth.com/ariadne-privacy-policy. By using our services, you consent to the collection and use of your information as described in the Privacy Policy.

        7. Limitation of Liability

        Ariadne Wealth Management, its partners, employees, and agents shall not be liable for any indirect, incidental, special, consequential, or punitive damages arising out of your use of our services or website. Our liability shall not exceed the fees paid by you to Ariadne for the services giving rise to the claim.

        8. Indemnification

        You agree to indemnify, defend, and hold harmless Ariadne Wealth Management and its affiliates from and against any claims, damages, losses, costs, and expenses (including reasonable attorneys’ fees) arising out of your breach of these Terms or your misuse of our services.

        9. Changes to These Terms

        We may update these Terms from time to time. Any material changes will be posted on our website with an updated effective date. Your continued use of our services after such changes constitutes acceptance of the new Terms.

        10. Governing Law

        These Terms shall be governed by and construed in accordance with the laws of the State of California, without regard to its conflict of law provisions. Any disputes arising under these Terms shall be resolved in the state or federal courts located in Santa Barbara County, California.

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