Last Updated:  1/31/26

These Terms and Conditions (“Terms”) govern your access to and use of the website operated by Matrix Private Wealth Management, LLC (“Matrix,” “we,” “our,” or “us”), including all content, educational materials, eligibility questionnaires, calculators, appointment scheduling tools, and related services (collectively, the “Website”).
By accessing or using this Website, you acknowledge that you have read, understand, and agree to these Terms. If you do not agree, you should discontinue use of the Website.

1. Informational Purposes Only — No Advice

The content provided on this Website is for general informational and educational purposes only and is not intended to constitute investment advice, tax advice, legal advice, or a recommendation regarding any securities transaction or investment strategy.

No information on this Website should be construed as individualized advice or a solicitation to engage Matrix for investment advisory services.

An advisory relationship with Matrix may only be established through the execution of a written investment advisory agreement after required disclosures are delivered.

2. Eligibility Quiz and Educational Tools

Any eligibility quiz, questionnaire, calculator, or interactive tool provided on this Website:

Is educational in nature only

Does not determine eligibility, suitability, or appropriateness for any investment strategy, retirement plan, or tax planning technique

Relies solely on information you voluntarily provide

Does not consider your full financial, tax, or personal circumstances

Results generated by these tools are illustrative only and should not be relied upon for decision-making. Final determinations require a full review conducted by qualified professionals.

Use of these tools does not create an investment advisory or fiduciary relationship.

3. Appointment Scheduling and Introductory Meetings

The appointment scheduling feature is provided solely for convenience and preliminary discussion purposes.

Scheduling a meeting does not obligate either party to enter into an advisory relationship

No investment advice will be provided prior to execution of a written advisory agreement

Introductory meetings may be educational or exploratory in nature

4. SEC Registration and Jurisdiction

Matrix Private Wealth Management, LLC is registered as an investment adviser with the U.S. Securities and Exchange Commission (“SEC”). Registration does not imply a certain level of skill or training.

Matrix only provides investment advisory services in jurisdictions where it is properly registered or exempt from registration. This Website is not intended as a solicitation to residents of any jurisdiction where such solicitation would be unlawful.

5. Marketing Rule Disclosure (SEC Rule 206(4)-1)

This Website may constitute “advertising” under SEC Rule 206(4)-1 (the “Marketing Rule”).

Accordingly:

No testimonials, endorsements, or third-party ratings are intended unless explicitly disclosed as such and accompanied by required disclosures

No statements are intended to imply that any client or investor will experience similar results

Any descriptions of strategies or planning approaches are general in nature and do not reflect outcomes for any specific client

Past performance is not indicative of future results. All investing involves risk, including the potential loss of principal.

6. No Guarantees or Projections

Matrix does not guarantee any specific investment outcomes, performance results, tax savings, or retirement benefits.

Any examples, illustrations, or references to potential outcomes are hypothetical and should not be interpreted as assurances or projections of future performance.

7. Third-Party Platforms and Links

This Website may link to or utilize third-party platforms (including scheduling software, form tools, or analytics providers).

Matrix does not control and is not responsible for the content, security, or privacy practices of third-party websites or tools. Use of third-party services is at your own risk.

8. User Representations

By using this Website, you represent that:
Information you provide is accurate and complete to the best of your knowledge
You understand that Website content is not personalized advice
You will not use the Website for unlawful or prohibited purposes

9. Intellectual Property

All Website content, including text, graphics, branding, logos, and design elements, is the exclusive property of Matrix Private Wealth Management, LLC or its licensors and is protected by applicable intellectual property laws.

Unauthorized use, reproduction, or distribution is prohibited.

10. Privacy and Data Collection

Your use of this Website is subject to our Privacy Policy, which explains how personal information is collected, used, and safeguarded.

By using this Website, you consent to such data practices.

11. Limitation of Liability

To the maximum extent permitted by law, Matrix shall not be liable for any direct or indirect losses or damages arising from reliance on Website content, tools, or communications.

12. Modifications

Matrix reserves the right to modify these Terms at any time. Continued use of the Website constitutes acceptance of any updated Terms.

13. Governing Law

These Terms shall be governed by the laws of the state in which Matrix Private Wealth Management, LLC maintains its principal office.

14. Contact Information

Matrix Private Wealth Management, LLC
1979 Marcus Avenue, Suite 210
New Hyde Park, NY 11042
Tel: 516-506-7272

WEBSITE DISCLAIMER 

Matrix Private Wealth Management, LLC is an SEC-registered investment adviser. Information provided on this website is for educational purposes only and does not constitute investment, tax, or legal advice. No advisory relationship is established through use of this website. Past performance is not indicative of future results. All investing involves risk, including loss of principal. Advisory services are offered only pursuant to a written agreement and in jurisdictions where Matrix is properly registered or exempt.