Why us

Let’s talk

Login

Terms of Service

Welcome to Gallatin Financial Advisors, LLC. 

Please read these terms carefully before using our website or engaging with our services. By accessing our website and utilizing our services, you agree to comply with and be bound by the following terms and conditions of use. 

1. Acceptance of Terms

By accessing this website or using any of the services provided by Gallatin Financial Advisors, LLC, you agree to comply with and be bound by these terms and conditions. If you do not agree to these terms, please refrain from using our website or services.

2. Privacy Policy

Your use of our services is also governed by our Privacy Policy. Please review our Privacy Policy to understand our practices concerning the collection, use, and disclosure of personal information.

3. Financial Disclaimer

Gallatin Financial Advisors, LLC provides financial information, guidance, and services for informational purposes only. The information provided on this website or through our services does not constitute financial, investment, or legal advice. We recommend consulting with a qualified professional before making any financial decisions.

4. Client Relationship

Using this website or engaging our services does not create a client-advisor relationship unless explicitly agreed upon. Our services may require a separate agreement outlining the terms and conditions specific to the engagement.

5. Intellectual Property Rights

All content on this website, including but not limited to text, graphics, logos, images, and software, is the property of Gallatin Financial Advisors, LLC, and is protected by intellectual property laws. You may not use, modify, reproduce, or distribute our content without prior written consent.

6. Links to Third-Party Websites

Our website may contain links to third-party websites for your convenience. These links are provided for informational purposes, and Gallatin Financial Advisors, LLC does not endorse or have control over the content or accuracy of these websites. We are not responsible for any damages or liabilities arising from your use of third-party websites.

7. Limitation of Liability

Gallatin Financial Advisors, LLC shall not be liable for any direct, indirect, incidental, special, or consequential damages resulting from the use or inability to use our website or services, even if advised of the possibility of such damages.

8. Modifications to Terms

Gallatin Financial Advisors, LLC reserves the right to modify or revise these terms at any time without prior notice. Your continued use of the website or services after any changes indicates your acceptance of the modified terms.

9. Governing Law

These terms and conditions shall be governed by and construed in accordance with the laws of the state of incorporation of Gallatin Financial Advisors, LLC, without regard to its conflict of law principles.

By using our website or services, you acknowledge that you have read, understood, and agreed to these Terms of Service.

If you have any questions regarding these terms, please contact us at hello@gallafin.com.

Last updated: January 2024

Gallatin Financial Advisors, LLC  (“Gallatin”) offers expertise, technology, and tools designed to help investors achieve better outcomes. Advisory services are provided by Gallatin Financial Advisors, LLC, a state registered investment adviser, and brokerage related products are provided by Altruist Financial LLC, a member of FINRA/SIPC. Commission-free trading means $0 commission trades placed in brokerage accounts via web or mobile devices. Other fees may still apply. Please see the Altruist Financial Fee Schedule to learn more.

By using this website, you understand the information being presented is provided for informational purposes only and agree to our Terms and Privacy Policy. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Gallatin does not provide tax advice; instead we offer tax advice via our affiliated sibling company Great West CPAs. Investors are encouraged to consult with Great West’s personal tax advisors.

All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Historical returns, expected returns, and probability projections are provided for informational and illustrative purposes, and may not reflect actual future performance. Clearing and custody of all securities are provided by Altruist Financial LLC.

Check the background of Gallatin Financial Advisors, LLC and Altruist Financial LLC on FINRA’s BrokerCheck: https://brokercheck.finra.org/

1433 N Water St, Ste 506
Milwaukee, WI 53202