The terms that govern your use of the Keepsake Financial Advisors website.
Last updated: January 1, 2026
These Terms of Service ("Terms") govern your access to and use of the Keepsake Financial Advisors website (the "Site"). By using the Site, you agree to these Terms. If you do not agree, please do not use the Site.
Content on this Site is provided for general informational purposes only and does not constitute personalized investment, tax, or legal advice. Nothing on the Site should be construed as an offer to buy or sell any security, or as a recommendation of any investment strategy. An advisory relationship is only formed through a signed written agreement with Keepsake Financial Advisors.
You agree to use the Site only for lawful purposes and in a manner that does not infringe the rights of, or restrict or inhibit the use of the Site by, any third party. You may not attempt to gain unauthorized access to any portion of the Site or its related systems.
All content on the Site, including text, graphics, logos, and the Keepsake Financial Advisors name and marks, is owned by or licensed to Keepsake Financial Advisors and is protected by applicable intellectual property laws. You may not reproduce, distribute, or create derivative works from Site content without our prior written consent.
The Site may contain links to third-party websites. We do not control and are not responsible for the content, privacy practices, or accuracy of any linked third-party site.
If you opt in to our SMS program, you agree to receive recurring automated text messages from Keepsake Financial Advisors. Message frequency varies, and message and data rates may apply. Reply STOP at any time to cancel, or HELP for assistance. Consent to receive texts is never a condition of purchasing or receiving any advisory service, and your mobile information is not shared with third parties or affiliates for marketing purposes.
The Site is provided "as is" and "as available" without warranties of any kind, express or implied. We do not warrant that the Site will be uninterrupted, error-free, or free of viruses or other harmful components.
To the fullest extent permitted by law, Keepsake Financial Advisors will not be liable for any indirect, incidental, consequential, or special damages arising out of or relating to your use of the Site.
These Terms are governed by the laws of the state in which Keepsake Financial Advisors maintains its principal place of business, without regard to conflict-of-law principles.
We may revise these Terms from time to time. Continued use of the Site after changes are posted constitutes acceptance of the revised Terms.
Keepsake Financial Advisors — 600 California St, San Francisco, CA 94108 — info@keepsakefa.com — (415) 792-0345