Family Wealth Strategists, LLC ("FWS") is a Registered Investment Adviser ("RIA") located in the State of California. Registration does not imply a certain level of skill or training. FWS provides investment advisory and related services for clients nationally. FWS will maintain all applicable registrations and licenses as required by the various states in which FWS conducts business. FWS renders individualized responses to persons in a particular state only after complying with all applicable regulatory requirements, or pursuant to an applicable state exemption or exclusion.
Please read these terms and conditions of use ("Terms") carefully before using the website located at https://familywealthstrategists.com ("Website") or any of the services provided by Family Wealth Strategists, LLC (collectively "FWS," "we," "our," "us") in connection with the Website. By using the Website, you acknowledge that you have read and understood these Terms and agree to be legally bound by them. If you do not accept these Terms, you are not an authorized user of the Website or any services provided by FWS in connection with the Website and should promptly discontinue all use thereof. The terms "you" and "your" mean you and any entity you may represent in connection with the use of the Website.
FWS reserves the right to change, modify, add, or remove portions of these Terms at any time for any reason. We suggest that you review these Terms periodically for changes. Changes shall be effective immediately upon posting. By accessing our Website after changes have been posted, you are agreeing to the updated Terms.
These Terms were last updated on May 1, 2026.
All investing involves risk, including the possible loss of principal. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy will be profitable. Past performance is not indicative of future results.
Asset allocation may be used in an effort to manage risk and enhance returns. It does not, however, guarantee a profit or protect against loss. Performance of any asset allocation strategy depends on the underlying investments.
This website is intended to provide general information about FWS and its services. It is not intended to offer or deliver investment advice in any way. Information regarding investment services is provided solely to gain an understanding of our investment philosophy, our strategies, and to enable you to contact us for further information.
Market data, articles, and other content on this website are based on generally available information and are believed to be reliable. FWS does not guarantee the accuracy of the information contained herein. Such information is of a general nature and should not be construed as investment advice.
FWS coordinates with clients' independent tax, legal, and insurance professionals as part of its planning process. FWS is not a licensed tax professional, attorney, or insurance professional and does not provide tax, legal, or insurance advice. Clients should consult qualified independent professionals in those areas.
Please remember that it remains your responsibility to advise FWS, in writing, of any changes in your personal or financial situation or investment objectives for the purpose of reviewing, evaluating, or revising our previous recommendations and services, or if you would like to impose, add, or modify any reasonable restrictions to our investment advisory services.
FWS will provide all prospective clients with a copy of our current Form ADV Part 2A (Disclosure Brochure) and Form ADV Part 2B (Brochure Supplement) for each advisory person supporting a particular client. You may obtain copies of these disclosures on the SEC's website at adviserinfo.sec.gov or you may Contact Us to request a free copy via PDF or hardcopy.
FWS is committed to safeguarding the personal information of our clients ("you" and "your") that we obtain in our capacity as your investment adviser, as described in our Privacy Policy.
FWS does not collect personal non-public information through this website. However, FWS may collect personal information from you through application forms, agreements, investment policy statements, and other documents received or processed in connection with the services we provide. We may also collect information from other sources.
We do not respond to "do not track" signals because we do not track users across third-party websites for the purpose of delivering targeted advertising. We may track activity within our own website to improve our content and user experience.
We may use cookies and similar technologies to collect information about your use of our website, including date and time of visits, pages viewed, time spent on site, and general device and browser information. You may configure your browser to refuse or delete cookies; however, doing so may affect certain features or functionality of the website.
This website may contain links to third-party websites not operated or controlled by FWS. FWS is not responsible for the content or information practices of those sites. This Privacy Policy does not govern third-party websites. Please review the privacy policies of any third-party sites you visit.
California residents may have additional rights under the California Consumer Privacy Act (CCPA) and California Privacy Rights Act (CPRA), including the right to know what personal information is collected, the right to request deletion, and the right to opt out of the sale of personal information. FWS does not sell personal information. For questions regarding your California privacy rights, please Contact Us.
For a complete copy of the FWS Privacy Policy, please click here.
