Terms of service.
Last updated: July 11, 2026
Using this website
By using this website, you agree to the terms below. If you do not agree, please stop using the site.
Who we are
Tampa Wealth Pro is a referral and matching service. We are not a registered investment adviser or broker-dealer, and we do not provide investment, tax, or legal advice. When you contact us, we help connect your request to an independently owned and operated, licensed local financial planner who can work with you directly. Credentials, licensing history, fee structure, and any disciplinary disclosures should be confirmed directly with that planner, including through FINRA BrokerCheck or the SEC's Investment Adviser Public Disclosure (IAPD) database, before you share account information or sign anything.
Scope of service
The content on this site is educational and informational only. It is not personalized investment, tax, or legal advice, and it is not a substitute for advice from a licensed professional who knows your full situation. Recommendations and general guidance reflect conditions at the time of writing and may change. Nothing on this site constitutes a contract, a guarantee of a specific outcome, or a promise of investment performance until a licensed planner you choose to work with provides you a written engagement agreement you accept.
Service agreements
Any financial planning or advisory work is performed by an independent, licensed planner and is governed by a separate written engagement agreement (and, where applicable, a Form ADV or Form CRS) you receive directly from that planner before work begins. That agreement, not this site, sets fees, scope, cancellation terms, and the fiduciary or suitability standard that applies to your relationship.
Intellectual property
All content on this site (written copy, images, branding) belongs to Tampa Wealth Pro unless otherwise noted. You may read, share links to, and quote briefly with attribution. Please do not reproduce entire articles, images, or branded materials without permission.
Third-party links
We may link to third-party sites (regulator tools, government resources, planner documentation, etc.). We do not control those sites and are not responsible for their content.
Limitation of liability
Information on this site is provided as-is without warranty and is not investment, tax, or legal advice. Because Tampa Wealth Pro does not provide financial advice or manage assets, any liability for advice given or work performed rests with the independent licensed planner you engage under your own signed agreement. Verify any planner's licensing and disciplinary history yourself before proceeding, and consult a qualified professional before making any financial decision.
Changes to these terms
We may update these terms from time to time. Material changes will be reflected in the "Last updated" date above. Continued use of the site after a change indicates acceptance.
Contact
Questions? Email info@tampawealthpro.com or call (813) 000-0000.