Privacy Policy for Website Visitors
WorthyNest® LLC is a virtual fee-only, fiduciary wealth management firm based in Punta Gorda, FL that serves clients nationally. We collect personal information from website visitors, including device data, location information, cookies, demographics, interests, and user interactions. We do not share your personally identifiable information with third parties and employ SSL certificates on each page of our website to ensure privacy. Google Analytics retains this data for 26 months. If you subscribe to our email list, we collect your name and email address; this data is deleted when a user unsubscribes. Get in touch with us via email at info@worthynest.com or phone at (636) 344-9369 if you have further questions about our privacy policy and the type of data we collect.
For all of our legal disclosures, visit the WorthyNest® Legal page at https://www.worthynest.com/legal.
Disclaimer
The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, WorthyNest® LLC (referred to as "WN") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement and suitability for a particular purpose. WN does not warrant that the information will be free from error. None of the information provided on this website is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. The information should not be relied upon for purposes of transacting securities or other investments. Your use of the information is at your sole risk. Under no circumstances shall WN be liable for any direct, indirect, special, or consequential damages that result from the use of, or the inability to use, the materials on this site, even if WN or an authorized representative of WN has been advised of the possibility of such damages. In no event shall WorthyNest® LLC have any liability to you for damages, losses, and causes of action for accessing this site.
Information on this website should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.
WorthyNest® LLC is a registered investment adviser offering advisory services in the states of Missouri, Florida, and Texas and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by WorthyNest® LLC in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant to an applicable state exemption.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of WorthyNest® LLC, unless otherwise specifically cited. Material presented is believed to be from reliable sources, and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant, or legal counsel before implementation.