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Terms of Service

Terms of Service
Effective Date: 2/23/2026


1. Acceptance of Terms
These Terms of Service (“Terms”) govern your access to and use of this website and any related services, content, tools, or communications (collectively, the “Services”).
By accessing or using the Services, you agree to be bound by these Terms. If you do not agree, do not use the Services.


2. No Advisory Relationship Created
Use of this website or communication through it does not create a client, advisory, fiduciary, or professional relationship.
Any advisory or financial services are provided only pursuant to a written agreement executed between you and the firm.


3. Informational Use Only
Content on this website is provided for general informational purposes only.
It does not constitute:

  • Investment advice

  • A recommendation to buy or sell securities

  • Legal, tax, or accounting advice

You should consult qualified professionals before making financial decisions.


4. Eligibility
You must be at least 18 years old and legally able to enter into binding agreements to use the Services.


5. No Guarantee of Results
All financial strategies involve risk, including the potential loss of principal.
There are no guarantees regarding:

  • Investment performance

  • Financial outcomes

  • Risk mitigation

Past performance is not indicative of future results.


6. Regulatory Disclosure
Where applicable, the firm may be registered or licensed with federal or state regulatory authorities. Registration does not imply a certain level of skill or training.
Additional disclosures may be provided upon request.


7. Third-Party Content and Links
The Services may contain links to third-party websites, platforms, or tools.
The firm is not responsible for:

  • Third-party content or accuracy

  • Availability or security of external services

  • Privacy practices of third parties

Accessing third-party resources is at your own risk.


8. Intellectual Property
All content on this website — including text, logos, graphics, and design — is the property of the firm or its licensors.
You may not reproduce, distribute, modify, or reuse content without prior written permission.


9. Electronic Communications
By using the Services, you consent to receive communications electronically.
While reasonable safeguards are used, electronic communications may not be completely secure, and the firm cannot guarantee confidentiality or uninterrupted delivery.


10. Limitation of Liability
To the maximum extent permitted by law, the firm shall not be liable for:

  • Indirect or consequential damages

  • Losses arising from reliance on website content

  • Market losses or investment performance

  • Interruptions or errors in the Services

Nothing in these Terms limits liability that cannot be excluded by law.


11. Privacy
Your use of the Services is subject to the firm’s Privacy Policy, which describes how information is collected, used, and protected.


12. Modifications to Terms
The firm may modify these Terms at any time. Continued use of the Services constitutes acceptance of the updated Terms.


13. Governing Law
These Terms are governed by the laws of the state in which the firm is principally located, without regard to conflict of law principles.


14. Contact Information
For questions regarding these Terms, contact:
Lone Peak Advisers
11650 South State Street Suite 200 Draper, Utah 84020
8018558886

© 2022 Lone Peak Advisers LLC

Investment & Financial Services through Lone Peak Advisers LLC

Headquarters

11650 South State Street

Suite 200

Draper, Utah 84020

Contact Information

Lone Peak Advisers, LLC (LPA), is a Registered Investment Advisor. To Check on LPA’s CRD Registration status with FINRA, go to https://brokercheck.finra.org/  and enter CRD #296772 under “firm” tab. Additionally, to check LPA’s SEC Registrations status, go to https://adviserinfo.gov/ and enter SEC# 801-127627 under “firm” tab.  All offers made or implied are exclusively made by LPA on a discretionary basis and may not be honored outside the LPA network. Any investment recommendations are based on a fiduciary standard but still involve risk of loss. Returns are hypothetical and for illustration purposes only and are designed to reflect the advantages that could result by utilizing the services of a fiduciary advisor. The LPA Website and other content may discuss specific investment ideas, however these are subject to your risk tolerance and should not be considered advice or a recommendation. Consult your dedicated LPA Advisor for fiduciary recommendations suitable to your personal situation or the advice of your current financial or tax advisor.  Investment Advisory services offered through Lone Peak Advisers, LLC. Securities offered through Transitional Broker, LLC is an SEC registered Broker-Dealer and Member FINRA/SIPC. 

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By providing your mobile number, you consent to receive text messages from Lone Peak Advisers regarding account updates, appointment reminders, and service-related communications. Message frequency varies. Message and data rates may apply. Reply STOP to opt out and HELP for assistance. We do not sell your mobile information. View our Privacy Policy and Terms of Service for more information.​

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