Terms of Use

Effective Date: 8/14/2025

Welcome to the DHL Wealth Management website (“Site”). By accessing or using our Site, you agree to be bound by these Terms of Use (“Terms”). If you do not agree, please do not use our Site.

1. Purpose of This Site

This Site is intended to provide general information about our financial planning, investment, insurance, and retirement services. The information provided is for educational purposes only and does not constitute financial, legal, or tax advice.

2. No Client Relationship Created

Your use of this Site or submission of information through online forms does not create an advisor-client relationship. A formal relationship is established only after a signed agreement between you and DHL Wealth Management.

3. Investment Risks

All investments involve risk, including the possible loss of principal. Past performance is not indicative of future results. You should consult with a qualified financial, tax, or legal professional before making any investment decisions.

4. Intellectual Property

All content on this Site—including text, graphics, logos, images, and downloadable materials—is the property of DHL Wealth Management or its licensors. You may not reproduce, distribute, or modify any content without our prior written consent.

5. User Conduct

You agree not to:

Use this Site for unlawful purposes
Attempt to gain unauthorized access to our systems or data
Introduce viruses, malware, or other harmful technology

6. Third-Party Links

This Site may contain links to third-party websites. These links are provided for convenience only, and we are not responsible for the content, accuracy, or privacy practices of these websites.

7. Limitation of Liability

To the fullest extent permitted by law, DHL Wealth Management is not liable for any damages arising from your use of this Site, including but not limited to direct, indirect, incidental, or consequential damages.

8. Regulatory Disclosures

DHL Wealth Management is an Investment Advisor Representative and may be registered with appropriate regulatory agencies. Registration does not imply a certain level of skill or training. Please review our firm’s Form ADV for details.

9. Changes to These Terms

We reserve the right to update or modify these Terms at any time. Changes will be posted on this page with the revised effective date.

Contact Us
If you have questions about these Terms, please contact us:
Email: dhlwealth@gmail.com
Phone: (800) 402-8862
Address: 2435 N. Central Expressway, Suite 775, Richardson, TX 75080