(Last updated August 2025)

1  |  Firm Registration & Jurisdiction

• Wealth Script Advisors, LLC (“WSA”) is a California-domiciled, State-registered investment adviser. Registration with any regulatory authority (California DBO/DFPI, the U.S. Securities and Exchange Commission, or other state securities regulators) does not imply a certain level of skill or training.
• Advisory services are offered only to persons in jurisdictions where WSA is appropriately registered, exempt, or excluded from registration.
• Prospective clients outside California should verify WSA’s ability to serve them under their home-state regulations before relying on any information contained herein.

2  |  Informational Purpose & No Advice Without Agreement

• All website content, blog posts, social-media materials, case studies, calculators, illustrations, or downloadable resources are general information and not personalized investment, legal, tax, or accounting advice.
• Advice is rendered solely through a written agreement after completion of our client-onboarding and discovery process.
• Do not act on information from this site without consulting a qualified professional who understands your specific circumstances.

3  |  Past Performance & Risk Disclosure

• Past performance is not a guarantee of future results. Investing involves risk, including possible loss of principal.
• Asset allocation, diversification, or tax-management techniques cannot eliminate market risk or assure profits.
• Illustrative or hypothetical projections (e.g., Monte Carlo simulations, case-study outcomes) are forward-looking estimates and may differ materially from actual results.

4  |  Fee Transparency & Conflicts

• WSA is a fee-only firm: compensation is derived solely from advisory fees you pay, not from commissions, product sales, or referral payments.
• Details of all fees, billing methods, and potential conflicts of interest are fully described in Form ADV Part 2A (Firm Brochure. Copies are available upon request or at adviserinfo.sec.gov.

5  |  Tax & Legal Considerations

• WSA’s Enrolled Agent (EA) credential authorizes representation before the IRS; however, WSA does not provide legal services.
• Strategies presented may have legal, tax, or estate implications. Clients should consult independent legal counsel and/or tax professionals before implementing any recommendation.
• No guarantee is made that any strategy will reduce taxes in every situation or remain permissible under future law changes.

6  |  Testimonials & Case Studies

• Client stories, testimonials, or case studies on this site may not be representative of all client experiences and are not a guarantee of future performance or success.
• No cash or non-cash compensation is provided for testimonials. All are voluntarily provided with permission.
• To protect privacy, certain identifying details (names, employers, asset values) may be modified or anonymized.

7  |  Third-Party Links & Tools

• Links to external websites, calculators, or market data are provided as a convenience. WSA neither controls nor endorses the content of third-party sites and is not responsible for their accuracy, timeliness, or security.
• Use of any third-party tool or platform (e.g., custodians, fintech integrations) is subject to that provider’s terms and privacy policies.

8  |  Affiliates & Professional Collaborations

• WSA partners with unaffiliated specialists (CPAs, attorneys, mortgage lenders, secondary-market brokers, etc.) to deliver a “family-office style” client experience.
• Each professional firm remains a separate legal entity and is solely responsible for its own services, regulatory compliance, and advice.
• WSA receives no referral fees or reciprocal compensation from such partners unless clearly disclosed and consented to in writing.

9  |  Charitable Commitments

• WSA pledges 1 % of annual gross revenue to Junior Achievement of Northern California and other qualifying charities. Charitable giving goals are aspirational and may be modified without notice.

10  |  Intellectual Property & Use of Site

• © Wealth Script Advisors 2025. All content—including text, graphics, logos, and downloads—is proprietary. Unauthorized reproduction or distribution is prohibited.