Last updated: January 1, 2026
By accessing or using Avance Wealth, you agree to be bound by these Terms of Service. If you do not agree to these terms, please do not use our platform. We reserve the right to update these terms at any time. Continued use of the platform after changes constitutes acceptance of the new terms.
Avance Wealth is a financial education platform that provides curriculum, lessons, and tools to help users build financial knowledge. The platform is operated by Avance Private Wealth LLC, a registered investment adviser. Educational content on this platform is for informational purposes only and does not constitute personalized investment, tax, or legal advice.
You are responsible for maintaining the confidentiality of your account credentials and for all activities that occur under your account. You agree to provide accurate and complete information when creating your account. You must notify us immediately of any unauthorized use of your account. We reserve the right to terminate accounts that violate these terms.
Some features of Avance Wealth require a paid subscription. By subscribing, you authorize us to charge your payment method on a recurring basis. You may cancel your subscription at any time. Cancellation takes effect at the end of the current billing period. We do not offer refunds for partial billing periods except as required by applicable law.
All content provided on Avance Wealth is for educational and informational purposes only. Nothing on this platform should be construed as personalized financial, investment, tax, or legal advice. Past performance referenced in any content does not guarantee future results. Always consult with a qualified financial professional before making investment decisions.
All content on Avance Wealth, including lessons, articles, designs, and software, is the property of Avance Private Wealth LLC or its content suppliers and is protected by intellectual property laws. You may not reproduce, distribute, or create derivative works from our content without express written permission.
Avance Wealth and Avance Private Wealth LLC shall not be liable for any indirect, incidental, special, consequential, or punitive damages resulting from your use of or inability to use the platform. Our total liability to you for any claims arising out of these terms shall not exceed the amount you paid us in the twelve months preceding the claim.
For questions about these Terms of Service, please contact us at hello@avancewealth.com or Avance Private Wealth LLC, 1 Page Avenue, Suite 280, Asheville, NC 28801.