--- title: Terms of Use | Sunlight Peaks --- [Skip to content](https://www.sunlightpeaks.com/terms#main-content) [![Sunlight Peaks Logo (web)-1](https://www.sunlightpeaks.com/hs-fs/hubfs/Sunlight%20Peaks/Sunlight%20Peaks%20Logo%20(web)-1.png?width=60&height=60&name=Sunlight%20Peaks%20Logo%20(web)-1.png "Sunlight Peaks Logo (web)-1")](https://sunlightpeaks.com?hsLang=en) - [Home](https://www.sunlightpeaks.com/) - [About Us](https://www.sunlightpeaks.com/about-us) - [Contact Us](https://www.sunlightpeaks.com/terms#contact-us) [![Sunlight Peaks Logo (web)-1](https://www.sunlightpeaks.com/hs-fs/hubfs/Sunlight%20Peaks/Sunlight%20Peaks%20Logo%20(web)-1.png?width=60&height=60&name=Sunlight%20Peaks%20Logo%20(web)-1.png "Sunlight Peaks Logo (web)-1")](https://sunlightpeaks.com?hsLang=en) - [Home](https://www.sunlightpeaks.com/) - [About Us](https://www.sunlightpeaks.com/about-us) - [Contact Us](https://www.sunlightpeaks.com/terms#contact-us) # Terms of Use ## **Use of this Web Site** Who these terms refer to. In these Terms of Use, "you" and "user" mean any person who accesses this web site, whether or not that person is a client of the firm. "Family" means a client of Sunlight Peaks Financial Partners, LLC - including any individual, family group, trust, entity or other person to whom the firm provides services - together with any prospective client. Where any law, rule or regulation uses the term "client," that term includes a family as used here. Using this web site does not make you a client or family. No advisory, consulting or fiduciary relationship is created by accessing this site, by reading its contents, or by sending a message through it. Those relationships exist only under an in-force, active and, written agreement signed by both parties. Sunlight Peaks Financial Partners, LLC ("Sunlight Peaks") is a registered investment adviser with the State of Colorado, Arizona, Maryland and Texas. Registration of an investment adviser does not imply any level of skill or training. The content of this site may not be accurate, complete or current and may include technical inaccuracies or typographical errors. From time-to-time changes may be made to the content of this site without notice. Sunlight Peaks may change the products, services, and any other information described on this site at any time. Sunlight Peaks provides consulting services through a virtual family office platform. The firm does not manage client assets, exercise investment discretion, or take custody of client funds or securities. Registration as an investment adviser reflects that the firm consults for compensation; it does not mean the firm manages money on a client's behalf. the firm works alongside you as your personal CFO (chief financial officer) and personal COO (chief operating officer), coordinating the moving parts of your best life of significance in one place, and working with the other professionals, both financial and others who already serve you as a do-it-yourself investor. The information published on this site is provided as a convenience and is for informational purposes only. It should not be considered a solicitation or an advertisement. You should verify all information before relying on it, and decisions based on information contained in our site are your sole responsibility. If you need specific details about any information contained in our site, you should contact Sunlight Peaks at 866-210-0158. Sunlight Peaks controls and maintains this site from the United States of America and makes no representation that materials are appropriate or available for use in other locations. If you use this site from other locations, you are responsible for compliance with applicable local laws. All of the information on this web site, including all images, is copyrighted material of Sunlight Peaks except as otherwise indicated. You may not copy, download, republish, distribute or reproduce any of the information contained on this web site in any form without the prior consent of Sunlight Peaks unless otherwise indicated. Links to this website are not permitted without consent from Sunlight Peaks.  You may not use any automated means - including robots, crawlers, scrapers, or similar tools - to access, monitor, index, or copy any part of this site. You may not use the content of this site, in whole or in part, to train, fine-tune, or ground any artificial intelligence or machine learning model, or to build any dataset for that purpose, without the prior written consent of Sunlight Peaks. These restrictions are in addition to, and do not limit, the copyright terms above. ## **Products and Services** The products and services referred to on this website are offered by Sunlight Peaks. The products and services and the applicable terms and conditions may change at any time. There may be eligibility requirements for these products and services and they may not be available in all geographical areas. This website should not be considered an advertisement for these products and services. ## **Other Sites** This site may contain links to other sites on the internet. These links are provided for your convenience. Links to another site do not constitute an endorsement or advertisement of those products or services by Sunlight Peaks. ## **Limitation of Liability** Neither Sunlight Peaks nor any affiliate entities, agents, employees, or subcontractors shall be liable for any direct, indirect, special, incidental, consequential, punitive, or exemplary damages, including lost profits (even if we are advised of the possibility) arising in any way from the information contained in this web site or any information transmitted via this web site. Sunlight Peaks is not liable for any damages or losses that may be caused to any equipment and other software due to any viruses, defects or malfunctions in connection with access or use of this web site. By transmitting information through this web site, you accept the risk that the information you transmit to us and any information that we transmit to you, may be intercepted by third parties.   ## **E-mail** [\[](https://www.sunlightpeaks.com/terms#_msocom_1)Messages that you send to us by e-mail may not be secure. We ask that you not send any confidential information to us by e-mail. If you choose to send any confidential information to us via e-mail, you accept the risk that this information may be intercepted by a third party. Messages that you send to us by e-mail may not be secure. We recommend that you do not send any confidential information to us by e-mail. If you choose to send any confidential information to us via e-mail, you accept the risk that this information may be intercepted by a third party. ## **SMS Terms of Service** By providing your mobile number to Sunlight Peaks Financial Partners, LLC, you agree to receive SMS text messages from us. These are conversational messages relating to your engagement with us, and may include scheduling, document requests, account notifications, and replies to questions you have asked. We do not send marketing or promotional text messages, and we do not send text messages between employees. You must be 18 or older to consent. Message frequency varies. Message and data rates may apply. To opt out at any time, reply STOP to any message from us. For assistance, reply HELP, call us toll-free at (866) 210-0158, or visit www.sunlightpeaks.com. Mobile carriers are not liable for delayed or undelivered messages. Visit www.sunlightpeaks.com/privacy-choices for our privacy policy and www.sunlightpeaks.com/terms for these Terms of Service. Consent to receive text messages is not a condition of obtaining any service from us. No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Text messaging originator opt-in data and consent are not shared with any third parties. Text messages, like e-mail, may not be secure. We ask that you not send confidential information to us by text message. If you choose to do so, you accept the risk that the information may be intercepted by a third party. ## **Performance** No family or prospective family should assume that any information presented and/or made available on this web site serves as the receipt of, or a substitute for, personalized individual advice from your professional advisers or any other investment professional. Sunlight Peaks does not charge an investment-management fee. The firm does not bill a percentage of assets under management, because it does not manage or hold assets. It is compensated for consulting, and its fee arrangements are described in its Form ADV Part 2.   ## **Privacy Statement** Sunlight Peaks understands that confidentiality and the protection of your privacy are important elements of your business relationship with us, if an in-writing business relationship exists. You expect Sunlight Peaks to collect, maintain and use any information that you share with us in an appropriate and responsible fashion. Accordingly, Sunlight Peaks has adopted the privacy principles that can be accessed from this website. ## **Legal Notice – Terms and Conditions of Use** PLEASE READ THESE TERMS AND CONDITIONS CAREFULLY. BY ACCESSING THIS SITE AND ANY PAGES THEREOF, YOU AGREE TO BE BOUND BY THE TERMS AND CONDITIONS BELOW. IF YOU DO NOT AGREE TO THE TERMS AND CONDITIONS BELOW, DO NOT ACCESS THIS SITE OR ANY PAGES THEREOF. Sunlight Peaks primarily provides consulting services related to families living their best life of significance, their balance sheets, businesses, personal relationships, and operational matters related to ongoing financial planning and legacy planning. No information contained on this website constitutes an offer, or a solicitation to buy or sell any security of any type, including note receivables, real estate, private and alternative assets, or to engage in any other transaction. No security or other product is offered or will be sold in any jurisdiction in which such offer or solicitation, purchase or sale would be unlawful under the securities, or other laws, of the jurisdiction. All written content is for informational purposes only and may not constitute a complete description of available services or performance and may not reflect current financial developments or market conditions. The information contained within the website reflects thoughts and opinions of Sunlight Peaks only, and the Firm is not soliciting any transaction based upon such information. Proprietary papers and writings are the opinions of Sunlight Peaks. The information provided on this website is provided "as is" without warranties of any kind either express or implied. The information contained on this website is gathered from sources deemed to be reliable; however, Sunlight Peaks does not warrant, either expressly or impliedly, the accuracy, reliability, or completeness of the information, text, graphics links or other items that may be contained on this website. Other articles, links, and information presented on this site are obtained from sources believed to be reliable, but they are for informational purposes only, and the Firm does not guarantee their timeliness or accuracy. ## **Copyrights and Trademarks** Sunlight Peaks reserve all right, title and interest in and to this Site and all materials, information, and compilations of information available on or through this Site, as well as the domain name, design, layout, and "look and feel" of this Site, the trademarks, service marks, and trade dress related thereto, and all other intellectual property and other proprietary rights embodied therein and appurtenant thereto. You agree that you will have no rights in or to any of the foregoing, express or implied, other than the rights expressly granted in these terms of use, or otherwise expressly granted to you in writing by an authorized representative of Sunlight Peaks. The distribution or photocopying of Sunlight Peaks's information contained on or downloaded from this site is strictly prohibited without the express written consent of the Firm. ## How can we help you? We’re here to support you on your financial journey, and we’re eager to hear from you. Whether you have questions, need personalized advice, or want to explore how we can assist in achieving your financial goals, please don’t hesitate to reach out. Connect with us today to start a conversation that could transform your financial future. [![Sunlight Peaks Logo (web)-1](https://www.sunlightpeaks.com/hs-fs/hubfs/Sunlight%20Peaks/Sunlight%20Peaks%20Logo%20(web)-1.png?width=120&height=120&name=Sunlight%20Peaks%20Logo%20(web)-1.png "Sunlight Peaks Logo (web)-1")](https://sunlightpeaks.com?hsLang=en) - Quick Links - [Home](https://www.sunlightpeaks.com/) - [About Us](https://www.sunlightpeaks.com/about-us) - [Contact Us](https://www.sunlightpeaks.com/terms#contact-us) Nothing contained on this website is an offer to sell any security or an offer to purchase any security. Nothing contained on this website is intended as legal or specific financial or investment advice or intended to address the objectives or needs of specific individuals. If you require legal or specific financial or investment assistance please consult your own attorney, financial planner or Trustee for legal or financial advice. Furthermore, any historical performance data contained herein represents past performance and does not guarantee future results. This website may also contain forward-looking statements based on current expectations, estimates and projections based on the beliefs and assumptions of our management. Current and future performance may be different than the performance data presented or may differ materially from what is expressed or forecasted. The information contained on this website may be subject to some bias or conflicts of interest.  Investment Advisory Services offered through Sunlight Peaks Financial Partners, LLC, a Registered Investment Advisor with the States of Colorado, Arizona, Maryland and Texas.  Registration does not imply a certain level of skill or training.  Information presented is for educational purposes only and is not intended to make an offer or solicitation for the sale of purchase of any securities.  Sunlight Peaks Financial Partners, LLC's website and its associated links offer news, commentary, and generalized research, not personalized investment advice.  Nothing on this website should be interpreted to state or imply that past performance is an indication of future performance.  All investments involve risk and unless otherwise stated, are not guaranteed.  Be sure to consult with a tax professional before implementing any investment strategy. ©2026 Sunlight Peaks. 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