The Financial Advisors at Trinity Strategic Wealth are SEC registered investment advisers.  SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.  The financial advisors of Trinity Strategic Wealth may only transact business in those states in which they are registered, or qualifies for an exemption or exclusion from registration requirements.  Trinity Strategic Wealth website www.trinitystrategicwealth.com (referred to herein as the "Website") is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links.  Accordingly, the publication of the Website on the Internet should not be construed by any client and/or prospective client as Trinity Strategic Wealth's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.  Any subsequent, direct communication by Trinity Strategic Wealth with a prospective client will be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

The Financial Advisors at Trinity Strategic Wealth do not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to the Website or incorporated herein, and takes no responsibility therefor.  All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Certain portions of the Website (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, The Financial Advisors at Trinity Strategic Wealth (and those of other investment and non-investment professionals) positions and/or opinions as of a specific prior date.  Due to various factors, including changing market conditions, such discussion may no longer be reflective of current positions and/or opinions.  Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from The Financial Advisors at Trinity Strategic Wealth, or from any other investment professional.  The Financial Advisors at Trinity Strategic Wealth are neither attorneys nor accountants, and no portion of the Website content should be interpreted as legal, accounting or tax advice.  

Each client and prospective client agrees, as a condition precedent to his/her/its access to the Website, to release and hold harmless The Financial Advisors at Trinity Strategic Wealth, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from The Financial Advisors at Trinity Strategic Wealth.

Personnel of Trinity Strategic Wealth hold the designations or educational experience referenced in the Website.  In addition, The Financial Advisors at Trinity Strategic Wealth are members of certain organizations referenced in the Website.  You may request a copy of the Brochure Supplements for the personnel of Trinity Strategic Wealth for additional information regarding the education, business experience and professional designations of the investment adviser representatives of Trinity Strategic Wealth.

Trinity Strategic Wealth does not buy or sell securities and does not receive any compensation for securities transactions in any client account, other than the investment advisory fees noted above. However, certain representatives of Trinity Strategic Wealth are also registered representatives with Cabot Lodge. Cabot Lodge is a registered broker-dealer and member of FINRA. In this capacity, such representatives of Trinity Strategic Wealth offer securities or alternative investments and receive normal and customary fees or commissions as a result of these transactions. In addition, these individuals receive additional ongoing 12b-1 fees for mutual fund purchases from the mutual fund company during the period that the client maintains the mutual fund investment. As a result of this relationship, Cabot Lodge has access to certain confidential information (e.g., financial information, investment objectives, transactions and holdings) about clients, even if a client does not establish an account through Cabot Lodge. If you would like a copy of the Cabot Lodge privacy policy, please contact Trinity Strategic Wealth. Clients should be aware that the receipt of additional compensation itself creates an inherent conflict of interest, and may affect the judgment of these individuals when making recommendations. Trinity Strategic Wealth and Cabot Lodge are separate, nonaffiliated entities. Nevertheless, to the extent that a Trinity Strategic Wealth representative recommends the purchase of securities or other investment products where the representative receives commissions for doing so, a conflict of interest exists because the representative is incentivized to make recommendations based on the compensation received rather than on a client’s needs. Trinity Strategic Wealth has adopted certain procedures designed to mitigate the effects of this conflict. As part of Trinity Strategic Wealth’ fiduciary duty to clients, Trinity Strategic Wealth and its representatives endeavor at all times to put the interests of clients first, and recommendations will only be made to the extent that they are reasonably believed to be in the best interests of clients. Additionally, the conflicts presented by this relationship are disclosed to clients through this brochure, client agreement and/or verbally prior to or at the time of entering into an Agreement. Clients are not obligated to implement recommended transactions through any Trinity Strategic Wealth representative or any particular broker-dealer. Clients have the option to purchase any recommended investment through broker-dealers other than Cabot Lodge. Trinity Strategic Wealth clients should understand that lower fees and/or commissions for comparable services may be available from other broker-dealers.

Advisory services offered by Tulsa Wealth Advisors, Inc., dba Trinity Strategic Wealth — SEC registered.
Securities offered through Cabot Lodge Securities, LLC — Member FINRA / SIPC, 425 N. Martingale Rd, Suite 1220, Schaumburg, IL 60173
Trinity Strategic Wealth is not controlled by or a subsidiary of Cabot Lodge Securities, LLC

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Terms & Conditions

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These Terms & Conditions of Use are between you and Trinity Strategic Wealth. Your use of the Website, as defined in the Important Disclosures, constitutes an acknowledgement that you have read the most recent version of the Terms & Conditions of Use and that you agree to adhere to its terms. If you do not agree to be bound by these Terms & Conditions of Use, please cease all further use. We reserve the right to amend these Terms & Conditions of Use at any time.

1. Access to Website

Limited License. We grant you a non-exclusive, non-transferable limited license to access and make personal use of the Website and not to download (other than page caching) or modify any portion of the Website without our prior written approval. You shall not use any robot, spider or other device to monitor the Website in any manner. We may terminate this license at any time.

2. Policies Governing Use of the Website

Links to the Website. You are expressly prohibited from framing or linking or otherwise using or displaying the Website or any portion thereof in such a manner so that it appears to be part of your own or someone else's website.

Privacy Policy. Our use of your information shall be governed at all times by our Privacy Policy.

Links to Other Websites. We may place links on the Website to other websites on the Internet that are owned or operated by third parties. You acknowledge and agree that we are not responsible for, nor do we endorse or support, the operation of or content located on any such website, and we cannot and do not warrant that the content of such websites is accurate, complete, legal and/or inoffensive. By linking to these third party websites, you acknowledge and agree that you may not make any claim against us for any damages or losses of any kind arising from the third-party website and/or the link.

3. Disclaimer of Warranty; No Consequential Damages; Limitation of Liability

Disclaimer of Warranty. YOU ACKNOWLEDGE THAT YOUR USE OF THE WEBSITE IS ENTIRELY AT YOUR OWN RISK. The Website is provided as is, without warranties of any kind, either express or implied, including, but not limited to, warranties of title or implied warranties of merchantability or fitness for a particular purpose, or warranties of non-infringement. To the fullest extent permissible by law, We make no warranties and shall not be liable for the use of the Website, including, without limitation, any interruption of or error in the services under any circumstances, including, but not limited to, our negligence.

Limitation of Liability. Under no circumstances shall we be liable for any special or consequential damages that are directly or indirectly related to the use of, or the inability to use, the Website, even if we have been advised of the possibility of such damages. Some states do not allow the exclusion or limitation of incidental or consequential damages, so the above limitation or exclusion may not apply to you.

4. Miscellaneous

Prohibited Uses. You expressly agree not to use the Website in a manner that is prohibited by any law or regulation, or to facilitate the violation of any law or regulation. You acknowledge that prohibited conduct includes, but is not limited to, use of the Website to invade the privacy of third parties, impersonation of our personnel or other parties or entities, transmitting abusive, profane, libellous, slanderous, threatening or otherwise harassing material via e-mail or your personal Web page(s). You also agree not to use the Website to violate the security of the Website or attempt to utilize another user's account name or persona without authorization from that user.

Choice of Law; Jurisdiction. These Terms & Conditions of Use shall be governed and interpreted in accordance with the substantive law of the State of Oklahoma without regard to its conflict of law provisions. You agree to the exclusive jurisdiction of the courts located within the County of Tulsa, State of Oklahoma.

Severability. If any provision of these Terms & Conditions of Use is deemed invalid or unenforceable, that provision shall be deemed severable and shall not affect the validity, legality or enforceability of the remaining provisions.

Survival. Any section of these Terms & Conditions of Use which by its terms and nature is meant to survive the termination of these Terms & Conditions of Use, shall survive such termination.

Entire Agreement. These Terms & Conditions of Use set forth the entire understanding and agreement between us with respect to the subject matter hereof.

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