Important Disclaimers Investment advisory services offered through BZ Wealth Advisors (“BZ Wealth”) a Registered Investment Advisor. Registration as an Investment Adviser with the SEC or any state securities authority does not imply a certain level of skill or training. BZ Wealth will maintain all applicable registrations and licenses as required by the various states in which BZ Wealth conducts business, as applicable.
Terms of Use Please read these terms and conditions of use (“Terms”) carefully before using the website located at https://www.bz-wealth.com (“Website”) or any of the information or services provided by BZ Wealth in connection with the Website. By using the Website, you acknowledge that you have read and understood these Terms and agree to be legally bound by them. If you do not accept and agree to these Terms, you are not an authorized user of the Website or any of the information or services provided in connection with the Website and should promptly terminate all use thereof. The terms “you” and “your” mean you and any entity you may represent in connection with the use of the Website. You may use your browser to download or print a copy of these Terms for your records.
BZ Wealth reserves the right to change, modify, add or remove portions of these Terms at any time for any reason. We suggest that you review these Terms periodically for changes. Such changes shall be effective immediately upon posting. You acknowledge that by accessing our Website after we have posted changes to these Terms, you are agreeing to these Terms as modified.
These Terms were last updated on January 11, 2026.
Risk Disclosure Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy will be profitable. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. No strategy can eliminate risk in all market environments.
Asset allocation may be used as part of a strategy designed to align a portfolio with an investor’s objectives and risk tolerance. Asset allocation does not protect against loss and does not eliminate investment risk. Performance of asset allocation strategies depends on the underlying investments.
This website is intended to provide general information about BZ Wealth their services. It is not intended to offer or deliver investment advice in any way. Information regarding investment services is provided solely to facilitate an understanding of investment philosophy and strategies and to enable you to contact us for further information.
This website is not intended to be, and should not be construed as, an offer to sell or a solicitation of an offer to buy any security or investment product.
Market data, articles and other content on this website are based on generally available information and are believed to be reliable; however, no representation is made as to its accuracy or completeness. The information is of a general nature and should not be construed as investment advice.
This website may include general discussions of tax or legal topics; such information is not intended as tax or legal advice. You should consult your tax and/or legal professional regarding your specific circumstances.
Please remember that it remains your responsibility to advise BZ Wealth, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising any prior recommendations and/or services, or if you would like to impose, add, or modify any reasonable restrictions to investment advisory services.
BZ Wealth will provide all prospective clients with a copy of its current Form ADV, Part 2A (“Disclosure Brochure”) and Form ADV Part 2B (the Brochure Supplement for each advisory person supporting a particular client). You may obtain a copy of these disclosures on the SEC website at http://adviserinfo.sec.gov or you may Contact Us to request a complimentary copy via .pdf or hardcopy.
Privacy Disclosures BZ Wealth is committed to safeguarding the use of personal information of our Clients (also referred to as “you” and “your”) that we obtain as your investment adviser, as described in our Privacy Policy.
BZ Wealth does not collect personal non-public information through this website; however, the Adviser may collect information from you on application forms, agreements, profile or investment policy statements, and other documents received or processed in relation to services we provide. We also may collect information from other sources.
We do not respond to “do not track” requests because we do not track you over time or across third party websites to provide targeted advertising. We may track you across our website to help us improve our content.
We may use “cookies” and similar online technologies to keep, and sometimes track, information about you regarding your usage of our website. Cookies are small data files that are sent to your browser or related software from a web server and stored on your device. Cookies help us to collect information about your usage of our website, including date and time of visits, pages viewed, amount of time spent on our sites, or general information about the device used to access the site, such as the browser used. You can refuse to store or delete cookies by configuring your web browser settings. Most browsers and mobile devices have their own settings to manage cookies. If you refuse a cookie when on our website, or if you delete cookies, you may experience some inconvenience in your use of our website, such as having to re-configure preferences.
When you are on this website you may have the opportunity to click-through to other websites, including websites operated by unaffiliated third parties. These sites may collect nonpublic personal information about you. We do not control sites operated by these entities and are not responsible for the information practices of these sites. This Privacy Policy does not address the information practices of other websites. The privacy policies of websites operated by third parties are located on those sites.
For a copy of the BZ Wealth Privacy Policy, please click here.
Email Disclosures BZ Wealth often communicates with its clients and prospective clients through electronic mail (“email”) and other electronic means. Your privacy and security are very important to us. BZ Wealth uses processes designed to reduce the likelihood that email communications contain sensitive information. We remind our clients and others not to send BZ Wealth private information over email. If you have sensitive data to deliver, we can provide secure means for such delivery.
Please note: BZ Wealth does not accept trading or money movement instructions via email.
As a registered investment adviser, BZ Wealth emails may be subject to inspection by the Chief Compliance Officer (“CCO”) of BZ Wealth or the securities regulators.
If you have received an email from BZ Wealth in error, we ask that you contact the sender and destroy the email and its contents.
If you have any questions regarding our email policies, please Contact Us.
Social Websites BZ Wealth may utilize third-party websites, including social media websites, blogs and other interactive content. BZ Wealth considers interactions with clients, prospective clients and the general public on these sites to be advertisements under applicable securities regulations. As such, BZ Wealth generally retains copies of information that BZ Wealth or third parties may contribute to such sites. This information may be subject to review by the CCO and/or applicable regulators.
Information provided on these sites is for informational and/or educational purposes only and is not, in any way, to be considered investment advice nor a recommendation of any investment product. Advisory services may be provided only after entering into an advisory agreement and after receiving all requested background and account information.
Third-party posts or comments that appear on social media pages associated with BZ Wealth are not verified and may not reflect the experience of all clients. The presence of third-party comments should not be construed as a representation of results.
Please do not send account numbers, personal financial information, or time-sensitive instructions through social media direct messages or public postings. We do not accept trade or money movement instructions through social media.
Statements shared on social media or third-party platforms may be considered testimonials or endorsements. Such statements may not be representative of the experience of all clients and are not indicative of future results. In certain circumstances, the individual providing a testimonial or endorsement may receive cash and/or non-cash compensation, which creates a conflict of interest. Additional information about the applicable material terms (including whether compensation was provided) is available upon request.
If you have any questions regarding our policies, please Contact Us.
