Welcome to Lion’s Wealth Management (“Company,” “we,” “our,” or “us”). These Terms of Service (“Terms”) govern your use of our website, located at lionswealth.com (the “Site”), including any services we provide through the Site, such as appointment scheduling, client portals, and related content.

By accessing or using the Site, you agree to be bound by these Terms. If you do not agree, please do not use the Site.

1. Use of the Site

You agree to use the Site only for lawful purposes and in accordance with these Terms. You may not use the Site:

• In any way that violates applicable laws or regulations
• To engage in fraudulent, harmful, or unauthorized activity
• To access or tamper with non-public areas of the Site, other users’ accounts, or the Site’s technical infrastructure

2. Scheduling Appointments

We offer online scheduling for consultations and financial planning sessions. When booking an appointment:

• You agree to provide accurate and complete information
• We reserve the right to confirm, reschedule, or cancel appointments
• Appointment availability is not guaranteed and may change without notice
• Missed or canceled appointments may be subject to a cancellation policy (if applicable)

Use of our scheduling tool does not create an advisor-client relationship. A formal advisory relationship is established only through a signed written agreement.

3. Client Login Portal

Registered clients may be provided access to a secure client portal for viewing financial documents, performance reports, and other services.

By accessing the client portal, you agree:

• To maintain the confidentiality of your login credentials
• To notify us immediately of any unauthorized use of your account
• Not to share access to your account with any third party

We reserve the right to monitor activity, restrict access, or terminate portal privileges at our discretion. We are not liable for any losses arising from unauthorized use of your login credentials if caused by your negligence.

4. Not Financial Advice

All content provided on the Site is for informational purposes only and does not constitute financial, legal, investment, or tax advice. You should consult with a licensed financial professional for personal advice tailored to your circumstances.

5. No Advisor-Client Relationship

Using the Site, including submitting forms, scheduling appointments, or accessing resources, does not create a client relationship. A formal advisor-client relationship begins only when both parties sign a written advisory agreement.

6. Intellectual Property

All materials on the Site—including text, graphics, logos, icons, images, and software—are the property of Lion’s Wealth Management or its content suppliers and are protected by intellectual property laws. You may not reproduce or distribute any content without our prior written consent.

7. Third-Party Links and Tools

The Site may include links to third-party websites and integrated tools (e.g., Calendly, secure document portals, financial dashboards). These third parties are governed by their own terms and privacy policies. We are not responsible for their practices, content, or services.

8. Disclaimer of Warranties

The Site is provided “as is” and “as available.” We make no warranties or representations, express or implied, regarding the reliability, accuracy, or availability of the Site or its content. Use the Site at your own risk.

9. Limitation of Liability

To the fullest extent permitted by law, we are not liable for any indirect, incidental, special, or consequential damages resulting from your use of the Site, the scheduling tool, the client portal, or any other feature.

10. Indemnification

You agree to defend, indemnify, and hold harmless Lion’s Wealth Management and its affiliates from and against any claims, damages, losses, liabilities, and expenses arising out of your use of the Site, or violation of these Terms.

11. Changes to These Terms

We may revise these Terms at any time. Updates will be posted on this page with the effective date. Continued use of the Site after changes are posted constitutes your acceptance of those changes.

12. Contact Information

For questions about these Terms, please contact us at:

Lion’s Wealth Management
1600 Utica Ave South
Suite 900
St. Louis Park, MN 55416
612-790-7975
info@lionswealth.com