Terms & Conditions

Effective Date: [Insert Date]

These Terms & Conditions (“Terms”) govern your access to and use of the website, services, communications, and messaging programs operated by The Vantis Group, doing business as Legacy Wealth Builders (“Legacy Wealth Builders,” “we,” “our,” or “us”). By accessing our website, submitting your information, or opting into communications, you agree to these Terms.


1. Services Overview

Legacy Wealth Builders provides financial education, wealth-building strategies, and related consulting, informational, and marketing services. We do not provide legal, tax, or individualized financial advice unless explicitly stated in a written agreement.

All content provided is for educational and informational purposes only.


2. User Eligibility

By using our services, you confirm that:

  • You are at least 18 years old

  • You have the legal authority to enter into these Terms

  • Any information you provide is accurate and truthful


3. Communications Consent (SMS, Email & Phone)

By submitting your contact information, you expressly consent to receive communications from Legacy Wealth Builders, including but not limited to:

  • SMS/text messages

  • Emails

  • Phone calls (including automated or prerecorded messages where permitted by law)

SMS Messaging Disclosure (A2P 10DLC Compliant)

  • Message frequency: Varies

  • Message & data rates: May apply

  • Opt-out: Reply STOP to unsubscribe

  • Help: Reply HELP for assistance

Consent to receive messages is not a condition of purchase.


4. Opt-Out & Revocation of Consent

You may withdraw your consent to communications at any time by:

  • Replying STOP to any SMS message

  • Clicking “unsubscribe” in emails

  • Contacting us directly using the information below

Once you opt out, you will no longer receive communications unless you re-opt in.


5. Acceptable Use

You agree not to:

  • Use our website or services for unlawful purposes

  • Attempt to access systems, data, or accounts without authorization

  • Transmit harmful code, spam, or malicious content

  • Misrepresent your identity or affiliation

We reserve the right to suspend or terminate access for violations of these Terms.


6. Intellectual Property

All content on this website — including text, graphics, logos, videos, scripts, and branding — is the property of Legacy Wealth Builders or its licensors and is protected by applicable intellectual property laws.

You may not copy, reproduce, distribute, or create derivative works without prior written consent.


7. No Guarantees or Earnings Claims

We do not guarantee:

  • Specific financial outcomes

  • Investment returns

  • Income levels or performance results

Individual results vary based on many factors beyond our control.


8. Third-Party Tools & Services

We may use third-party platforms (such as CRM systems, SMS providers, analytics tools) to deliver our services. We are not responsible for outages, errors, or policies of third-party providers.


9. Limitation of Liability

To the maximum extent permitted by law, Legacy Wealth Builders shall not be liable for:

  • Indirect, incidental, or consequential damages

  • Loss of data, profits, or business opportunities

  • Reliance on educational content provided

Your use of our services is at your own risk.


10. Indemnification

You agree to indemnify and hold harmless Legacy Wealth Builders from any claims, damages, or expenses arising from:

  • Your misuse of our services

  • Your violation of these Terms

  • Your violation of applicable laws or regulations


11. Privacy

Your use of our services is also governed by our Privacy Policy, which explains how we collect, use, and protect your information.


12. Modifications to Terms

We reserve the right to update these Terms at any time. Changes will be effective immediately upon posting. Continued use of our services constitutes acceptance of the updated Terms.


13. Governing Law

These Terms are governed by the laws of the state in which The Vantis Group is registered, without regard to conflict-of-law principles.


14. Contact Information

For questions regarding these Terms, please contact:

The Vantis Group dba Legacy Wealth Builders
📧 Email: [email protected]
📞 Phone: (561) 821-9555
🌐 Website: https://legacywealthbuilders.co