Terms of Use
Effective July 24, 2026.
No advice
Content on this site is educational and general in nature. It is not investment, tax, legal, or accounting advice. Nothing on this site is a recommendation to buy or sell any security or adopt any investment or tax strategy. Personal advice is provided only after a written advisory agreement is in place. See Disclosures.
No offer
This site is not an offer to sell, or a solicitation of an offer to buy, securities or services in any jurisdiction where CreativeOne Wealth, LLC and its advisers are not properly licensed or exempted.
Links to third-party sites
Links to third-party sites (including Calendly, Charles Schwab, LUCA Financial, and regulatory sites) are provided for convenience. We do not control and are not responsible for their content, policies, or practices.
Intellectual property
Site content — including copy, graphics, and design — is owned by Luca Wealth Management or its licensors and may not be reproduced without permission except for personal, non-commercial use.
No warranty
The site is provided "as is." We disclaim, to the maximum extent permitted by law, any warranty of accuracy, completeness, or fitness for a particular purpose. We are not liable for indirect, consequential, or incidental damages arising from use of the site.
Changes
We may update these terms from time to time. Continued use of the site after changes are posted constitutes acceptance of the revised terms.