Terms of Service

Effective Date: 05-16-2025

By accessing or using services provided by Patrons Capital Inc., you agree to these Terms and Conditions.

Scope of Services

Patrons Capital Inc. provides:

  • Wealth strategy screenings
  • Financial education and consulting
  • Business structuring option, education and referral services

We do not provide:

  • Legal advice
  • Tax advice
  • Investment advice
  • Accounting services
  • Lending, banking, or financial products

All services are educational, consultative, and referral-based in nature.

Wealth Strategy Screenings

Wealth Strategy Screenings are designed to help clients better understand financial organization, expense awareness, and planning considerations.

Screenings are informational only and do not constitute financial, legal, or tax advice.

Business Structuring Options (Referral Services)

Patrons Capital Inc. provides educational guidance and referrals related to business structuring options.

We do not form entities, file legal documents, or provide legal or tax services.
Clients may be referred to independent third-party professionals or service providers at their discretion.

No Guarantees

We do not guarantee outcomes, savings, compliance results, funding approval, or business success.

Client Responsibility

Clients retain full responsibility for:

  • Decisions made
  • Actions taken
  • Engagement with any third-party professionals
  • Compliance with applicable laws and regulations

Intellectual Property

All educational materials, screening frameworks, and consulting content remain the intellectual property of Patrons Capital Inc.

Limitation of Liability

To the maximum extent permitted by law, Patrons Capital Inc. shall not be liable for indirect or consequential damages.

Governing Law

These terms are governed by the laws of the state in which Patrons Capital Inc. is incorporated.