B ing  Welcome To www.DoWhatTheWealthyDo.com.  (“Obsidian Wealth Management, LLC dba DoWhatTheWealthyDo.com® “we”, “DWTWD”, “OWM” or “us”). By using the Site and Paying for a Legacy Wealth Blueprint Plan & Strategy call, you agree to be bound by these Terms of Service and to use the Site in accordance with these Terms of Service, our Privacy Policy, and any additional terms and conditions that may apply to specific sections of the Site or via our Master Service Agreement or to products and services available through the Site or from DoWhatTheWealthyDo.com® Accessing the Site, in any manner, whether automated or otherwise, constitutes use of the Site or Sites including any and all marketing landing or sales pages and your agreement to be bound by these Terms of Service and Agree to utilizing the terms of use or any written Service Agreement that is to be sent to you for implementation services governing around our Master Service Agreement and its accompanying addendums and completion of KYC (Know Your Customer) as you officially register as a user and then officially onboard as a Client for implementation and actual services.

www.DoWhatTheWealthyDo.com is offered to you conditioned on your acceptance without modification of the terms, conditions, and notices contained herein (the “Terms”). Your use of www.DoWhatTheWealthyDo.com constitutes your agreement to all such Terms. Please read these terms carefully, and keep a copy of them for your reference. We reserve the right to change these Terms of Service or to impose new conditions on use of the Site, from time to time, in which case we will post the revised Terms of Service on this website. By continuing to use the Site after we post any such changes, you accept the Terms of Service, as modified or not.

www.DoWhatTheWealthyDo.com is an Informational Business Services Site.

Obsidian Wealth Management, LLC dba DoWhatTheWealthyDo.com is a small boutique family office and wealth management firm that provides various services that help users do what the wealthy do.

Privacy

Your use of www.DoWhatTheWealthyDo.com is subject to DoWhatTheWealthyDo.com’s Privacy Policy. Please review our Privacy Policy, which also governs the Site and informs users of our data collection practices.

Confidentiality-Non-Disclosure

The Parties agree (a) to use all Confidential Information only to the extent necessary to enable each Party to perform its obligations and assess the fees owed under this Agreement; (b) not to disclose or provide any Confidential Information to any person or entity without the disclosing Party’s prior written consent or so as long as it’s not a court order or subpoena or unless is otherwise needed to provide an appropriate proposal or service fulfillment; and (c) not to copy or reproduce any of the Confidential Information. Ownership of all right, title and interest in the Confidential Information shall remain with the disclosing Party, and nothing in this Agreement shall give any right, title or interest in, or license to, any such Confidential Information to the Party receiving Confidential Information (or any other person or entity) unless its part of the Client Services provided by Obsidian Wealth Management, LLC dba DoWhatTheWealthyDo.com in which user/client will own what was paid for.

Confidential Information shall include, but not be limited to, names, contact information, jobs, compensation, and expertise, lists of, or information relating to, 3rd party suppliers of obsidian services, trust documents or agreements, products or programs, contracts or legal documents, lenders and investors from which Obsidian obtains financing or investment for the purpose of the Business, cost data, market share data, marketing plans, licenses, contact information, special pricing or other business information disclosed to User/Client by Obsidian either directly or indirectly, and agreements between the Parties, whether in writing, electronically, orally, or by observation. For the avoidance of doubt, Confidential Information shall also include any information relating to the User or Client’s personal or business information including all that is listed above. Each Party’s obligations set forth in this Section shall indefinitely survive the termination of this Agreement or any Legacy Wealth Blueprint Plan and Strategy Session if User is seeking out to work with Obsidian.

 

Electronic Communications

Visiting www.DoWhatTheWealthyDo.com or sending emails to DoWhatTheWealthyDo.com constitutes electronic communications. You consent to receive electronic communications and you agree that all agreements, notices, disclosures and other communications that we provide to you electronically, via email and on the Site, satisfy any legal requirement that such communications be in writing.

 

Your User Account & Customer Portal

If you use this site, you are responsible for maintaining the confidentiality of your account and password and for restricting access to your computer or mobile device, and you agree to accept responsibility for all activities that occur under your account or password. You may not assign or otherwise transfer your account to any other person or entity unless you have properly requested to do so with OWM first and get full approval from OWM. You acknowledge that DoWhatTheWealthyDo.com is not responsible for third-party access to your account that results from theft or misappropriation of your account. DoWhatTheWealthyDo.com and its associates reserve the right to refuse or cancel service, terminate accounts, or remove or edit content in our sole discretion.

 

Children Under Thirteen

DoWhatTheWealthyDo.com does not knowingly collect, either online or offline, personal information from persons under the age of thirteen. If you are under 18, you may use www.DoWhatTheWealthyDo.com only with permission of a parent or guardian.

 

Links to Third Party Sites/Third Party Services

www.DoWhatTheWealthyDo.com may contain links to other websites (“Linked Sites”). The Linked Sites are not under the control of DoWhatTheWealthyDo.com and DoWhatTheWealthyDo.com is not responsible for the contents of any Linked Site, including without limitation any link contained in a Linked Site, or any changes or updates to a Linked Site. DoWhatTheWealthyDo.com is providing these links to you only as a convenience, and the inclusion of any link does not imply endorsement by DoWhatTheWealthyDo.com of the site or any association with its operators.

Certain services made available via www.DoWhatTheWealthyDo.com are delivered by third party sites and organizations such as Lawfirms, Accounting Firms, or other Professionally licensed organizations or their softwares. By using any product, service or functionality originating from the www.DoWhatTheWealthyDo.com domain, you hereby acknowledge and consent that DoWhatTheWealthyDo.com may share such information and data with any third party with whom DoWhatTheWealthyDo.com has a contractual relationship to provide the requested product, service or functionality on behalf of www.DoWhatTheWealthyDo.com users and customers.

 

No Unlawful or Prohibited Use/Intellectual Property

You are granted a non-exclusive, non-transferable, revocable license to access and use www.DoWhatTheWealthyDo.com strictly in accordance with these terms of use. As a condition of your use of the Site, you warrant to DoWhatTheWealthyDo.com that you will not use the Site for any purpose that is unlawful or prohibited by these Terms. You may not use the Site in any manner which could damage, disable, overburden, or impair the Site or interfere with any other party’s use and enjoyment of the Site. You may not obtain or attempt to obtain any materials or information through any means not intentionally made available or provided for through the Site.

All content included as part of the Service, such as text, graphics, logos, images, private trust documents, business documents as well as the compilation thereof, and any software used on the Site, is the property of DoWhatTheWealthyDo.com or its suppliers and protected by copyright and other laws that protect intellectual property and proprietary rights. You agree to observe and abide by all copyright and other proprietary notices, legends or other restrictions contained in any such content and will not make any changes thereto unless otherwise expressed in Master Service Agreement.

You will not modify, publish, transmit, reverse engineer, participate in the transfer or sale, create derivative works, or in any way exploit any of the content, in whole or in part, found on the Site. DoWhatTheWealthyDo.com content is not for resale. Your use of the Site does not entitle you to make any unauthorized use of any protected content, and in particular you will not delete or alter any proprietary rights or attribution notices in any content. You will use protected content solely for your personal use, and will make no other use of the content without the express written permission of DoWhatTheWealthyDo.com and the copyright owner. You agree that you do not acquire any ownership rights in any protected content. We do not grant you any licenses, express or implied, to the intellectual property of DoWhatTheWealthyDo.com or our licensors except as expressly authorized by these Terms unless otherwise expressed in the Master Service Agreement.

 

Third Party Accounts

You will eventually be able to connect your DoWhatTheWealthyDo.com account to third-party accounts helping you obtain a one-stop location for all your wealth management needs. An announcement will be made as each new connection is made via API. By connecting your DoWhatTheWealthyDo.com account to your third-party account, you acknowledge and agree that you are consenting to the continuous release of information about you to others (in accordance with your privacy settings on those third-party sites). If you do not want information about you to be shared in this manner, do not use this feature.

 

International Users

The Service is controlled, operated and administered by DoWhatTheWealthyDo.com from our offices within the USA. If you access the Service from a location outside the USA, you are responsible for compliance with all local laws. You agree that you will not use the DoWhatTheWealthyDo.com Content accessed through www.DoWhatTheWealthyDo.com in any country or in any manner prohibited by any applicable laws, restrictions or regulations.

 

Know Your Customer (KYC)- Anti Money Laundering (AML)

All Users and Active Clients must obtain KYC/AML in order to obtain a Legacy Wealth Blueprint Plan and who plan on working with us for implementation services. If you the User are obtaining a Legacy Wealth Blueprint Plan and booking a Strategy session which is a paid call with DoWhatTheWealthyDo.com, you are not considered a client at this time. However, once you decide to move forward with OWM on any of the strategies that were customized for User and provided in that paid Legacy Wealth Blueprint Plan and Strategy session, then official onboarding must be obtained where User will onboard as a Client and will be required to complete onboarding forms and information that will be collected to further serve the Client/Users needs.

 

Indemnification

You agree to indemnify, defend and hold harmless DoWhatTheWealthyDo.com, its officers, directors, employees, agents and third parties, for any losses, costs, liabilities and expenses (including reasonable attorney’s fees) relating to or arising out of your use of or inability to use the Site or services, any user postings made by you, your violation of any terms of this Agreement or your violation of any rights of a third party, or your violation of any applicable laws, rules or regulations. DoWhatTheWealthyDo.com reserves the right, at its own cost, to assume the exclusive defense and control of any matter otherwise subject to indemnification by you, in which event you will fully cooperate with DoWhatTheWealthyDo.com in asserting any available defenses.

Legacy Wealth Blueprint & Strategy Call Investment

The investment associated and paid for by User is 100% non-refundable. However, 100% of this investment will be applied to any implementation services the User selects and onboards to be an actual Client of DoWhatTheWealthyDo.com’s. The deliverables must be provided to the User in a timely fashion of under 90 days. Typical delivery times are under 30 days and all depends on the status of the IRS and the delivery times for their IRS Transcripts. User will not receive deliverables until the actual Strategy Call has been held and recorded. Should the User NOT show up for their scheduled Strategy call then the investment will NOT be credited to their implementation invoice chosen. 

Arbitration

In the event the parties are not able to resolve any dispute between them arising out of or concerning these Terms and Conditions, or any provisions hereof, whether in contract, tort, or otherwise at law or in equity for damages or any other relief, then such dispute shall be resolved only by final and binding arbitration pursuant to the Federal Arbitration Act, conducted by a single neutral arbitrator and administered by the American Arbitration Association, or a similar arbitration service selected by the parties, in a location mutually agreed upon by the parties. The arbitrator’s award shall be final, and judgment may be entered upon it in any court having jurisdiction. In the event that any legal or equitable action, proceeding or arbitration arises out of or concerns these Terms and Conditions, the prevailing party shall be entitled to recover its costs and reasonable attorney’s fees. The parties agree to arbitrate all disputes and claims in regards to these Terms and Conditions or any disputes arising as a result of these Terms and Conditions, whether directly or indirectly, including Tort claims that are a result of these Terms and Conditions. The parties agree that the Federal Arbitration Act governs the interpretation and enforcement of this provision. The entire dispute, including the scope and enforceability of this arbitration provision shall be determined by the Arbitrator. This arbitration provision shall survive the termination of these Terms and Conditions.

 

Class Action Waiver

Any arbitration under these Terms and Conditions will take place on an individual basis; class arbitrations and class/representative/collective actions are not permitted. THE PARTIES AGREE THAT A PARTY MAY BRING CLAIMS AGAINST THE OTHER ONLY IN EACH’S INDIVIDUAL CAPACITY, AND NOT AS A PLAINTIFF OR CLASS MEMBER IN ANY PUTATIVE CLASS, COLLECTIVE AND/ OR REPRESENTATIVE PROCEEDING, SUCH AS IN THE FORM OF A PRIVATE ATTORNEY GENERAL ACTION AGAINST THE OTHER. Further, unless both you and DoWhatTheWealthyDo.com agree otherwise, the arbitrator may not consolidate more than one person’s claims, and may not otherwise preside over any form of a representative or class proceeding.

 

Liability Disclaimer

THE INFORMATION, SOFTWARE, PRODUCTS, AND SERVICES INCLUDED IN OR AVAILABLE THROUGH THE SITE MAY INCLUDE INACCURACIES OR TYPOGRAPHICAL ERRORS. CHANGES ARE PERIODICALLY ADDED TO THE INFORMATION HEREIN. OBSIDIAN WEALTH MANAGEMENT LLC DBA DOWHATTHEWEALTHYDO.COM AND/OR ITS SUPPLIERS MAY MAKE IMPROVEMENTS AND/OR CHANGES IN THE SITE AT ANY TIME. DWTWD IS NOT A LICENSED ATTORNEY, CPA, ACCOUNTANT, SECURITIES DEALER AND 

OBSIDIAN WEALTH MANAGEMENT LLC DBA DOWHATTHEWEALTHYDO.COM AND/OR ITS SUPPLIERS MAKE NO REPRESENTATIONS ABOUT THE SUITABILITY, RELIABILITY, AVAILABILITY, TIMELINESS, AND ACCURACY OF THE INFORMATION, SOFTWARE, PRODUCTS, SERVICES AND RELATED GRAPHICS CONTAINED ON THE SITES FOR ANY PURPOSE. TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, ALL SUCH INFORMATION, SOFTWARE, PRODUCTS, SERVICES AND RELATED GRAPHICS ARE PROVIDED “AS IS” WITHOUT WARRANTY OR CONDITION OF ANY KIND. OBSIDIAN WEALTH MANAGEMENT LLC DBA DOWHATTHEWEALTHYDO.COM AND/OR ITS SUPPLIERS HEREBY DISCLAIM ALL WARRANTIES AND CONDITIONS WITH REGARD TO THIS INFORMATION, SOFTWARE, PRODUCTS, SERVICES AND RELATED GRAPHICS, INCLUDING ALL IMPLIED WARRANTIES OR CONDITIONS OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE AND NON-INFRINGEMENT. 

TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, IN NO EVENT SHALL OBSIDIAN WEALTH MANAGEMENT LLC DBA DOWHATTHEWEALTHYDO.COM AND/OR ITS SUPPLIERS BE LIABLE FOR ANY DIRECT, INDIRECT, PUNITIVE, INCIDENTAL, SPECIAL, CONSEQUENTIAL DAMAGES OR ANY DAMAGES WHATSOEVER INCLUDING, WITHOUT LIMITATION, DAMAGES FOR LOSS OF USE, DATA OR PROFITS, ARISING OUT OF OR IN ANY WAY CONNECTED WITH THE USE OR PERFORMANCE OF THE SITE, WITH THE DELAY OR INABILITY TO USE THE SITE OR RELATED SERVICES, THE PROVISION OF OR FAILURE TO PROVIDE SERVICES, OR FOR ANY INFORMATION, SOFTWARE, PRODUCTS, SERVICES AND RELATED GRAPHICS OBTAINED THROUGH THE SITE, OR OTHERWISE ARISING OUT OF THE USE OF THE SITE, WHETHER BASED ON CONTRACT, TORT, NEGLIGENCE, STRICT LIABILITY OR OTHERWISE, EVEN IF OBSIDIAN WEALTH MANAGEMENT LLC OR ANY OF ITS SUPPLIERS HAS BEEN ADVISED OF THE POSSIBILITY OF DAMAGES. BECAUSE SOME STATES/JURISDICTIONS DO NOT ALLOW THE EXCLUSION OR LIMITATION OF LIABILITY FOR CONSEQUENTIAL OR INCIDENTAL DAMAGES, THE ABOVE LIMITATION MAY NOT APPLY TO YOU. IF YOU ARE DISSATISFIED WITH ANY PORTION OF THE SITE, OR WITH ANY OF THESE TERMS OF USE, YOUR SOLE AND EXCLUSIVE REMEDY IS TO DISCONTINUE USING THE SITE.

 

Termination/Access Restriction

DoWhatTheWealthyDo.com reserves the right, in its sole discretion, to terminate your access to the Site and the related services or any portion thereof at any time, without notice. To the maximum extent permitted by law, this agreement is governed by the laws of the State of Wyoming and you hereby consent to the exclusive jurisdiction and venue of courts in Wyoming in all disputes arising out of or relating to the use of the Site. Use of the Site is unauthorized in any jurisdiction that does not give effect to all provisions of these Terms, including, without limitation, this section.

 

You agree that no joint venture, partnership, employment, or agency relationship exists between you and DoWhatTheWealthyDo.com as a result of this agreement or use of the Site. DoWhatTheWealthyDo.com’s performance of this agreement is subject to existing laws and legal process, and nothing contained in this agreement is in derogation of DoWhatTheWealthyDo.com’s right to comply with governmental, court and law enforcement requests or requirements relating to your use of the Site or information provided to or gathered by DoWhatTheWealthyDo.com with respect to such use. If any part of this agreement is determined to be invalid or unenforceable pursuant to applicable law including, but not limited to, the warranty disclaimers and liability limitations set forth above, then the invalid or unenforceable provision will be deemed superseded by a valid, enforceable provision that most closely matches the intent of the original provision and the remainder of the agreement shall continue in effect.

 

Unless otherwise specified herein, this agreement constitutes the entire agreement between the user and DoWhatTheWealthyDo.com with respect to the Site and it supersedes all prior or contemporaneous communications and proposals, whether electronic, oral or written, between the user and DoWhatTheWealthyDo.com with respect to the Site. A printed version of this agreement and of any notice given in electronic form shall be admissible in judicial or administrative proceedings based upon or relating to this agreement to the same extent and subject to the same conditions as other business documents and records originally generated and maintained in printed form. It is the express wish to the parties that this agreement and all related documents be written in English.

 

Changes to Terms

DoWhatTheWealthyDo.com reserves the right, in its sole discretion, to change the Terms under which www.DoWhatTheWealthyDo.com is offered. The most current version of the Terms will supersede all previous versions. DoWhatTheWealthyDo.com encourages you to periodically review the Terms to stay informed of our updates.

 

Contact Us

DoWhatTheWealthyDo.com welcomes your questions or comments regarding the Terms:

 

Obsidian Wealth Management LLC

2232 Dell Range Blvd Suite 245

Cheyenne, Wyoming 82009

 

 

Email Address:

[email protected]

 

Telephone number:

_________________

 

Effective as of August 09, 2023

 

 

 

Our LimitedLicense ToYou.This Site and all the materials available on the Site are the property of usand/or our affiliates or licensors, and are protected by copyright, trademark, and other intellectualproperty laws. The Site is provided solely for your personal noncommercial use. You may not use the Siteor the materials available on the Site in a manner that constitutes an infringement of our rights or that hasnot been authorized by us. More specifically, unless explicitly authorized in these Terms of Service or bythe owner ofthe materials, you may not modify, copy, reproduce, republish, upload, post, transmit,translate, sell, create derivative works, exploit, or distribute in any manner or medium (including by emailor other electronic means) any material from the Site. Youmay, however, from time to time, downloadand/or print one copy of individual pages of the Site for your personal, non–commercial use, provided thatyou keep intact all copyright and other proprietary notices.

Your LicenseTo Us.By posting or submitting any material (including, without limitation, comments, blogentries, Facebook postings, photos and videos) to us via the Site, internet groups, social media venues, orto any of our staff via email, text or otherwise, you are representing: (i) that you are the owner of thematerial, or are making your posting or submission with the express consent of the owner of the material;and (ii) that you are thirteen years of age or older. In addition, when you submit, email, text or deliver orpost any material, you are granting us, and anyone authorized by us, a royalty–free, perpetual, irrevocable,non–exclusive, unrestricted, worldwide license to use, copy, modify, transmit, sell, exploit, createderivative works from, distribute, and/or publicly perform or display such material, inwhole or in part, inany manner or medium, now known or hereafter developed, for any purpose. The foregoing grant shallinclude the right to exploit any proprietary rights in such posting or submission, including, but not limitedto, rights under copyright, trademark, service mark or patent laws under any relevant jurisdiction. Also, inconnection with the exercise of such rights, you grant us, and anyone authorized by us, the right to identifyyou as the author of any of your postings or submissions by name, email address or screen name, as wedeem appropriate.

Our LimitedLicense ToYou.This Site and all the materials available on the Site are the property of usand/or our affiliates or licensors, and are protected by copyright, trademark, and other intellectualproperty laws. The Site is provided solely for your personal noncommercial use. You may not use the Siteor the materials available on the Site in a manner that constitutes an infringement of our rights or that hasnot been authorized by us. More specifically, unless explicitly authorized in these Terms of Service or bythe owner ofthe materials, you may not modify, copy, reproduce, republish, upload, post, transmit,translate, sell, create derivative works, exploit, or distribute in any manner or medium (including by emailor other electronic means) any material from the Site. Youmay, however, from time to time, downloadand/or print one copy of individual pages of the Site for your personal, non–commercial use, provided thatyou keep intact all copyright and other proprietary notices.

Your LicenseTo Us.By posting or submitting any material (including, without limitation, comments, blogentries, Facebook postings, photos and videos) to us via the Site, internet groups, social media venues, orto any of our staff via email, text or otherwise, you are representing: (i) that you are the owner of thematerial, or are making your posting or submission with the express consent of the owner of the material;and (ii) that you are thirteen years of age or older. In addition, when you submit, email, text or deliver orpost any material, you are granting us, and anyone authorized by us, a royalty–free, perpetual, irrevocable,non–exclusive, unrestricted, worldwide license to use, copy, modify, transmit, sell, exploit, createderivative works from, distribute, and/or publicly perform or display such material, inwhole or in part, inany manner or medium, now known or hereafter developed, for any purpose. The foregoing grant shallinclude the right to exploit any proprietary rights in such posting or submission, including, but not limitedto, rights under copyright, trademark, service mark or patent laws under any relevant jurisdiction. Also, inconnection with the exercise of such rights, you grant us, and anyone authorized by us, the right to identifyyou as the author of any of your postings or submissions by name, email address or screen name, as wedeem appropriate.