Terms of Service

1. Agreement to Terms

By accessing or using the SirenWealth website, scheduling a consultation, or engaging SirenWealth (“we,” “us,” or “our”) for any advisory services, you agree to be bound by these Terms of Service. If you do not agree to these terms, do not use our services.

2. Nature of Services

SirenWealth provides strategic advisory services including but not limited to blind spot diagnostics, organizational audits, competitive intelligence, crisis advisory, succession architecture, family office consulting, and board advisory services. Our services constitute strategic consulting and do not constitute legal, financial, investment, tax, or therapeutic advice.

All advisory engagements are customized to the specific needs of each client. The scope, deliverables, timeline, and fees for each engagement are outlined in a separate Engagement Agreement provided prior to the commencement of services.

3. Confidentiality

All consultations, communications, and engagement materials are conducted under strict confidentiality. SirenWealth executes a Non-Disclosure Agreement (NDA) with every client prior to the initial consultation. Information shared during any engagement will not be disclosed to any third party without the client’s explicit written consent, except as required by law.

This confidentiality obligation survives the termination of any engagement and remains in effect indefinitely.

4. Consultation and Engagement

Submitting a consultation request through our website does not guarantee an engagement. All prospective clients undergo an initial strategic consultation to determine whether SirenWealth’s services are appropriate for their situation. We reserve the right to decline any engagement at our sole discretion.

The initial consultation fee is due at the time of scheduling. Fees for subsequent engagements are outlined in the Engagement Agreement and are due in accordance with the payment terms specified therein.

5. Engagement Scope and Limitations

SirenWealth provides strategic intelligence, analysis, and advisory opinions. Our assessments and recommendations are based on the information available to us at the time of the engagement and represent our professional judgment. We do not guarantee specific outcomes, results, or returns.

Clients retain full decision-making authority at all times. SirenWealth provides information and analysis to inform client decisions but does not make decisions on behalf of clients, manage assets, execute transactions, or take operational actions within client organizations.

6. Intellectual Property

All frameworks, methodologies, analytical tools, and proprietary processes used by SirenWealth remain the exclusive intellectual property of SirenWealth. Clients receive a limited, non-transferable license to use deliverables produced during their engagement for their own internal purposes only.

All content on this website, including text, graphics, logos, and design elements, is the property of SirenWealth and is protected by applicable intellectual property laws. Reproduction, distribution, or modification of any content without prior written consent is prohibited.

7. Payment and Fees

All fees are communicated in advance and documented in the applicable Engagement Agreement. SirenWealth operates on a private-pay basis. We do not accept third-party payment arrangements without prior written approval.

Late payments may result in suspension of services. Outstanding balances may accrue interest at the maximum rate permitted by applicable law.

8. Refund Policy

All sales are final. Due to the nature of strategic advisory services, which involve the immediate application of proprietary expertise, analysis, and time, fees paid are non-refundable. This includes consultation fees, diagnostic fees, retainer fees, and any other fees associated with SirenWealth engagements. Our complete refund policy is available at sirenwealth.com/refundpolicy.

9. Client Conduct

SirenWealth reserves the right to terminate any engagement immediately if a client engages in conduct that is abusive, threatening, dishonest, or otherwise inconsistent with a productive advisory relationship. In such cases, no refund will be issued for services already rendered or fees already paid.

Clients agree to provide accurate and complete information relevant to their engagement. The quality of our analysis depends directly on the quality of information provided.

10. Privacy

We take your privacy seriously. Information collected through our website and during engagements is handled in accordance with our Privacy Policy, available at sirenwealth.com/privacy-policy. We do not sell, rent, or share your personal information with third parties for marketing purposes.

11. Limitation of Liability

To the fullest extent permitted by law, SirenWealth and its officers, directors, employees, contractors, and agents shall not be liable for any indirect, incidental, special, consequential, or punitive damages arising from or related to your use of our website or services, including but not limited to business losses, lost profits, or damages resulting from decisions made based on our advisory services.

SirenWealth’s total liability for any claim arising from an engagement shall not exceed the fees paid by the client for that specific engagement.

12. Indemnification

You agree to indemnify and hold harmless SirenWealth, its affiliates, officers, directors, employees, and agents from any claims, damages, losses, or expenses (including reasonable legal fees) arising from your use of our website, your participation in any engagement, any violation of these Terms of Service, or any actions taken based on information provided during an engagement.

13. Non-Solicitation

During the term of any engagement and for a period of twelve (12) months following its conclusion, clients agree not to directly solicit, recruit, or hire any SirenWealth employee, contractor, or associate without prior written consent.

14. Third-Party Links

Our website may contain links to third-party websites or services not owned or controlled by SirenWealth. We are not responsible for the content, privacy policies, or practices of any third-party sites.

15. Dispute Resolution

Any disputes arising from these Terms of Service or any SirenWealth engagement shall first be submitted to good-faith mediation. If mediation is unsuccessful, disputes shall be resolved through binding arbitration in accordance with the rules of the American Arbitration Association, conducted in the State of Washington.

16. Governing Law

These Terms of Service shall be governed by and construed in accordance with the laws of the State of Washington, without regard to its conflict of law provisions.

17. Changes to Terms

We reserve the right to update or modify these Terms of Service at any time. Changes will be posted on this page with an updated revision date. Your continued use of our website or services following any changes constitutes your acceptance of the revised terms.

18. Contact

If you have questions about these Terms of Service, please contact us at Weaponize@SirenWealth.com.