Terms & Conditions

Last Updated: May 9, 2025

These Terms & Conditions (“Terms”) govern your use of the website owned and operated by Compass Wealth Professionals (“Compass,” “we,” “us,” or “our”). By accessing or using our website, you agree to be bound by these Terms.

1. Use of Website

The Compass Wealth Professionals website provides users with access to information about our services, the ability to submit inquiries, schedule consultations, and view educational content related to financial topics. Users do not create accounts, and use of the site is limited to informational and contact purposes only.

2. No Guarantee of Approval or Financial Outcomes

Submitting information through this website does not constitute a guarantee of loan approval, credit product approval, or eligibility for any financial service. While we may offer financial education through this platform, advice provided through Compass is only formalized after a client relationship has been established through appropriate onboarding. Any information viewed on this website is general in nature and should not be interpreted as personalized financial advice.

3. Intellectual Property

All content, design elements, and materials published on this website—including text, graphics, images, layouts, and the Compass Wealth Professionals logo—are the exclusive intellectual property of Compass Wealth Professionals unless otherwise noted. Third-party trademarks or logos referenced on the site remain the property of their respective owners and are used for informational purposes only.

No content on this site may be copied, modified, distributed, or reproduced without prior written permission from Compass.

4. Third-Party Links

Our website may contain links to third-party websites for your convenience or additional information. Compass Wealth Professionals is not responsible for the content, accuracy, or practices of any external sites. Accessing third-party websites is done at your own risk, and such sites are governed by their own terms and policies.

5. Limitation of Liability

Compass Wealth Professionals is not liable for any direct or indirect damages resulting from your use of the website, including but not limited to delays in communication, inaccurate information, third-party content, or technical issues. Website content is provided “as is” without warranties of any kind.

6. Privacy

Your use of this website is also subject to our Privacy Policy, which outlines how your personal information is collected, used, and protected.

7. Modifications

We reserve the right to update or modify these Terms at any time without prior notice. By continuing to use the website after changes are posted, you agree to be bound by the updated Terms.

8. Contact Us

If you have questions about these Terms, please contact:

Deonte Ramos
Site Manager, Stratigem Creative Group (SCG)
dramos@trystratigem.com