Terms & Conditions | WealthAbility®
Section 01

Introduction

Thank you for your interest in WealthAbility, LLC ("WealthAbility®," "our," "we," or "us"). These Terms and Conditions ("Terms") govern your access to and use of our information, goods, services, and various forms of communication, including our websites (collectively, the "Websites"):

Covered Domains

Primary Domain: wealth-ability.net

Subdomains:

event.wealth-ability.net

Associated Domains:

wealthability.com tomwheelwright.com plasoftware.com

By using our Websites and services, you agree to these Terms. If you do not agree, please do not use our Websites or communicate with us.

Section 02

License and Website Use

WealthAbility® grants you a limited, non-exclusive, non-transferable license to access and use the Websites for personal, non-commercial purposes. You may not:

  • Scrape, reproduce, redistribute, sell, or create derivative works from our Websites
  • Decompile, reverse engineer, or disassemble any Website components
  • Circumvent technical measures or interfere with Website functionality
  • Use our Websites for any unlawful purpose or in violation of any applicable regulations
Document Use

You may download and print PDF documents for personal use only. Distribution or publication of these documents is strictly prohibited.

Section 03

Privacy and Data Collection

Your use of our Websites is also governed by our Privacy Policy, which is incorporated into these Terms by reference. We collect information when you sign up for reports, schedule calls, or register for memberships. For a full description of our data practices, please visit our Privacy Policy at: https://www.wealth-ability.net/privacy

Section 04

Mobile Messaging & SMS Compliance (A2P 10DLC)

a) Consent and Opt-In

By providing your mobile phone number and checking the SMS consent checkbox on any of our registration, contact, or event forms, you expressly consent to receive text messages (SMS/MMS) from WealthAbility, LLC. Your consent is not a condition of any purchase.

We may send the following types of messages:

  • Transactional messages: appointment confirmations, booking reminders, account and purchase notifications
  • Event-based alerts: webinar access links, event reminders, schedule updates, and follow-up communications
  • Marketing and promotional messages: tax strategy resources, program announcements, special offers, and service updates related to WealthAbility®
b) Age Restriction

By opting in to receive SMS communications from WealthAbility, LLC, you confirm that you are 18 years of age or older. Our SMS program is not intended for individuals under the age of 18.

c) Message Frequency and Rates

Message frequency varies based on your activity and interaction with our services. Standard message and data rates may apply. WealthAbility® is not responsible for any charges imposed by your mobile carrier.

d) Opt-Out

You may cancel SMS communications at any time by replying STOP to any message you receive from us. Upon receipt of your STOP request, we will send a single confirmation message and no further SMS messages will be sent to your number. To re-subscribe at any time, reply START.

e) Help

If you need assistance, reply HELP to any message or contact us directly:
Email: [email protected]
Phone: 1-888-801-8944

f) Carrier Liability Disclaimer

WealthAbility, LLC is not liable for delayed or undelivered messages. Carrier message delivery is not guaranteed. Delivery of SMS messages is subject to effective transmission from your network operator. WealthAbility® is not responsible for any actions or inactions of any wireless carrier.

g) Data Privacy — SMS (Strictly Enforced)

Mobile information, including your phone number, SMS opt-in data, and consent records, will not be shared with third parties or affiliates for marketing or promotional purposes. This policy is strictly enforced in compliance with A2P 10DLC carrier regulations. No exceptions apply.

h) Supported Carriers

WealthAbility® SMS messaging is available on all major U.S. carriers including but not limited to AT&T, Verizon, T-Mobile, and Sprint. Carrier support may vary.

Section 05

Refund Policy

We want you to be satisfied with your WealthAbility® experience. Our refund policies are as follows:

Product / ServiceRefund Window
Tax-Free Formula (Digital Product) Full refund available if requested within five (5) days of purchase
WealthAbility Live (Subscription-Based Series) Full refund available within thirty (30) days of initial sign-up
Annual Tax Strategy Conference Refunds (minus processing fees) available up to fourteen (14) days before the event start date
Tax and Asset Protection Bootcamp Refunds (minus processing fees) available up to thirty (30) days before the event start date
WealthAbility Accelerator (Mentorship) Full refund available within five (5) days of initial deposit or payment

How to Request: Email [email protected] with your full name, product purchased, and purchase date.

Section 06

Intellectual Property

All rights, including copyrights, trademarks, service marks, and patents, are reserved by WealthAbility, LLC. The WealthAbility® name and logo are registered trademarks. You may not copy, modify, reproduce, or distribute our proprietary content without express written permission. Unauthorized use may result in legal action.

Section 07

Disclaimer and Tax Advice

Any U.S. federal tax advice provided by WealthAbility® is educational in nature and is not intended for use in avoiding IRS penalties or for promoting, marketing, or recommending any transaction. You should seek independent, personalized tax advice from a qualified professional based on your specific circumstances. Results may vary.

Section 08

Limitation of Liability

WealthAbility® and its affiliates shall not be liable for any indirect, incidental, special, or consequential damages arising out of or related to your use of our Websites or services, even if advised of the possibility of such damages. Our total cumulative liability shall not exceed the total amount you paid to WealthAbility® in the twelve (12) months preceding the claim.

Section 09

Indemnification

You agree to indemnify, defend, and hold harmless WealthAbility, LLC and its officers, directors, employees, and affiliates against any and all claims, liabilities, damages, losses, and expenses (including reasonable attorney's fees) arising from your use of the Websites, your violation of these Terms, or your infringement of any third-party rights.

Section 10

Governing Law & Arbitration

These Terms are governed by the laws of the State of Arizona, without regard to its conflict of law provisions. Any disputes arising under or related to these Terms shall be resolved through binding arbitration in Phoenix, Arizona, under the Commercial Arbitration Rules of the American Arbitration Association. You waive any right to a jury trial or to participate in a class action lawsuit.

Section 11

Changes to These Terms

WealthAbility® reserves the right to update or modify these Terms at any time without prior notice. The most current version will always be posted at: https://www.wealth-ability.net/terms

Your continued use of our Websites or services following any update constitutes your acceptance of the revised Terms.

Section 12

Severability

If any provision of these Terms is found to be unenforceable or invalid under applicable law, that provision will be limited or eliminated to the minimum extent necessary, and the remaining provisions will remain in full force and effect.

Section 13

Entire Agreement

These Terms, together with our Privacy Policy, constitute the entire agreement between you and WealthAbility, LLC regarding your use of our Websites and services, and supersede all prior agreements and understandings.

Section 14

Contact Information

If you have any questions regarding these Terms, please contact us at:

Mailing Address
2402 S Rural Rd, Ste 203
Tempe, AZ 85282