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Terms of Use

Prio Wealth Limited Partnership (“Prio Wealth”, “we”, “us”, “our”) maintains this website, www.priowealth.com (“Website”). This Terms of Use Agreement (“Agreement”) governs your use of this Website.

Accessing this Website constitutes your agreement to follow and be bound by this Agreement. This Agreement constitutes the entire and only agreement between you and us and supersedes all prior or contemporaneous agreements, representations, warranties, and understandings with respect to this Website, the content, products, and services provided by or through this Website, and the subject matter of this Website. We reserve the right to modify this Agreement at any time. We will post notice of modifications to this Agreement on this webpage. Changes will be effective immediately but will not apply retroactively. Checking this webpage for updates is your responsibility. Do not use this Website if you do not agree to this Agreement.

Where permitted by law, this Agreement contains a binding dispute resolution and waiver of class action claims clause. Please read it carefully as it affects your rights.

Intellectual Property

This Website and all of its materials, including, but not limited to, its software, HTML code, scripts, text, artwork, photographs, images, video, and audit (collectively, “Content”) are protected by copyright and trademark laws and other United States and international laws and are the property of Prio Wealth. We do not grant to you any rights, interest, or title in the Website or Content.

Subject to your agreement to, compliance with, and satisfaction of this Agreement, Prio Wealth will make the Website available to you in accordance with this Agreement. We reserve all rights not otherwise expressly granted by this Agreement. No license or other rights in or to the Website are granted to you, and all such licenses and rights are hereby expressly reserved.

Prohibited Uses

You may not:

  • license, sublicense, sell, resell, transfer, assign, distribute, or otherwise commercially exploit or make available to any third party any portion of the Website or Content in any way;
  • copy, modify, adapt, alter, translate, create derivative works, reverse engineer, decompile, disassemble, or otherwise attempt to learn the source code, structure, or ideas upon which the Website is based;
  • use the Website or Content to develop a competing website or product;
    use any device, software, or routine intended to damage or otherwise interfere with the proper functioning of the Website, servers, or networks connected to the Website or take any other action that interferes with any other person’s use of the Website;
  • decrypt, transfer, or “frame” or “mirror” the Website on any other server or wireless or Internet-based device;
  • circumvent or attempt to circumvent any electronic protection measures in place to regulate or control access to the Website;
  • use the Website or Content for unlawful purposes;
  • use any bot, spider, or other automatic or manual device or process for the purpose of harvesting or compiling Content or information on the Website;
  • access or attempt to access another person’s account;
  • use any Content in any manner that misappropriates any trade secret or infringes a party’s intellectual property rights;
  • delete, modify, hack, or attempt to change or alter the Website or Content; or
    permit or assist any third party to do any of the foregoing.
    We reserve the right to investigate and prosecute violations of any of the above to the fullest extent of the law. We may involve and cooperate with law enforcement in prosecuting users who violate this Agreement.

Errors

The Website and Content may contain typographical mistakes, inaccuracies, or omissions, and some information may not be complete or current. We expressly reserve the right to correct any errors, inaccuracies, or omissions and to change or update information at any time without prior notice.

Feedback

Prio Wealth has not agreed, and does not agree, to treat as confidential any suggestion, idea, or improvement about the Website or Content (“Feedback”) that you provide to Prio Wealth. Nothing in this Agreement will restrict our right to use, profit from, disclose, publish, or otherwise exploit any Feedback without compensation or credit to you.

Changes to the Website

Prio Wealth reserves the right, at any time and from time to time, temporarily or permanently, in whole or in part: to modify, suspend, or discontinue the Website; to charge fees in connection with the use of the Website; to modify and/or waive any fees charged in connection with the Website; and/or to offer opportunities to some or all users of the Website. You agree that neither we, nor any of our affiliates, will be liable to you or to any third party for any modification, suspension, or discontinuance of the Website, in whole or in part, or of any service, content, feature, or product offered through the Website.

We Do Not Provide Advice On This Website

We do not provide legal, tax, or investment advice on or through this Website. We provide this Website solely for informational purposes. This Website is incomplete and does not include all of the information necessary to make a decision to invest with Prio Wealth. Nothing on this Website should be considered a guide to the selection of securities, or the construction of a portfolio by an investor. We disclaim any liability to you and any other person or entity for your reliance on information or material found on this Website.

Regulatory Information

Prio Wealth is registered as an investment adviser with the U.S. Securities and Exchange Commission (the “SEC”). Prio Wealth’s Form ADV is available at http://www.adviserinfo.sec.gov. Registration with the SEC or with any state securities authority does not imply a certain level of skill or training. Nothing contained in this Website should be construed as investment advice. Dated content speaks only as of the date indicated.

PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS. No representation is being made that any investment or transaction will or is likely to achieve profits or losses similar to those achieved in the past, or that significant losses will be avoided. The investment return and principal value of an investment may fluctuate, and, as a result, with respect to products which provide for redemptions, your redemption value may be more or less than original cost.

This Website contains forward-looking statements, which reflect our current views with respect to, among other things, the operations and performance of our businesses. You can identify these forward-looking statements by the use of words such as “outlook,” “believe,” “expect,” “potential,” “continue,” “may,” “should,” “seek,” “approximately,” “predict,” “intend,” “will,” “plan,” “estimate,” “anticipate” or the negative version of these words or other comparable words. Forward-looking statements are subject to various risks and uncertainties. Accordingly, there are or will be important factors that could cause actual outcomes or results to differ materially from those indicated in these statements. We undertake no obligation to publicly update or review any forward-looking statement, whether as a result of new information, future developments or otherwise.

Disclaimers & Liability

We provide this Website on an “as is” and “as available” basis. We do not guarantee, represent, or warrant that your use of the Website will be uninterrupted or error-free, and you agree that from time to time Prio Wealth may disable the Website for indefinite periods of time or cancel the Website at any time without notice to you. We make no representations or warranties that the Website or Content is accurate, complete, reliable, or current. We specifically disclaim warranties of any kind for the Website and Content and for any services or products sold or offered through or on the Website, whether expressed or implied, including but not limited to warranties of non-infringement and title, implied warranties of merchantability or warranties of fitness for a particular purpose. We do not make any representations or warranties concerning errors, omissions, delays, or defects in the Website or Content. You expressly agree that your access to, viewing of, browsing, visiting or use of the Website, use of our services, or purchase of any product sold or offered through or on the Website is at your sole risk.

To the maximum extent permitted by law, under no circumstance will we be liable for any direct, indirect, incidental, special, or consequential damages that result from the use of, or the inability to use, this Website, including Content, updates, services, or third-party materials made available through the Website or by us in any way, even if we are advised beforehand of the possibility of such damages. You agree that if you are dissatisfied with the Website, any Content, materials, products, or services on this Website or with any of the terms and conditions in this Agreement, your sole and exclusive remedy is to discontinue using this Website, the Content, and our products and services.

Indemnification

You agree to defend, indemnify, and hold us and our partners, officers, members, managers, employees, and agents from and against any and all claims, liabilities, damages, losses, demands, or expenses, including attorney’s fees and costs and expenses, arising out of or in any way connected with your use of the Website, your breach or alleged breach of this Agreement, violation of applicable law, your unauthorized use of the Content, or your violation of any rights of any other person.

Term and Termination

Prio Wealth is entitled to terminate or suspend your ability to use the Website at any time with immediate effect if, in Prio Wealth’s sole opinion, you violate any term or condition of this Agreement. We are not obligated to give advance notice of the termination or suspension of your access or use. Termination of this Agreement will not affect any right or relief to which we are entitled at law or in equity.

Privacy

We collect, store, and use data collected from you in accordance with our Privacy Notice, located at https://priowealth.com/. The terms and conditions of the Privacy Notice are hereby expressly incorporated into this Agreement.

Third-Party Websites

The Website may include links to other websites on the Internet. These links are provided for your convenience only. We have no control over such websites and you acknowledge and agree that we are not responsible for the availability of such external websites and that we do not endorse and are not responsible or liable for any content, advertising, products, or other materials on or available from such websites. We are not responsible for any privacy or other practices of the third parties operating those websites. You acknowledge and agree that we will not be responsible or liable, directly or indirectly, for any damage or loss caused or alleged to be caused by, in connection with or resulting from, your use of or reliance on any such content, goods, or services available on or through any such website. We strongly encourage you to review any separate terms of use and privacy notices governing those third-party websites.

Compliance with Non-U.S. Law

We do not make any representation that the Website or the content or services we provide through the Website, is appropriate to or available in locations outside of the United States. You may not use the Website or export any content, information, or materials on the Website in violation of United States export laws. If you access the Website from outside of the United States, you are responsible for compliance with all applicable laws.

Dispute Resolution

This section affects your rights. Please read it carefully.

Any dispute or claim relating in any way to your use of the Website that cannot be resolved between you and Prio Wealth will be finally and exclusively resolved by non-appearance based binding individual arbitration under the American Arbitration Association’s rules for arbitration of consumer-related disputes. You and Prio Wealth hereby expressly waive trial by jury. You may assert your claim in small claims court if your claim qualifies. You may only bring claims on your own behalf. You and Prio Wealth agree that any dispute resolution proceedings will be conducted only on an individual basis and not in a class, consolidated, or representative action. This dispute resolution provision will be governed by the Federal Arbitration Act. Judgment on the award rendered by the arbitrator may be entered in any court having competent jurisdiction. Any provision of applicable law notwithstanding, the arbitrator will not have authority to award damages, remedies or awards that conflict with this Agreement. This arbitration agreement will survive the termination of your relationship with Prio Wealth. You and Prio Wealth agree that you or Prio Wealth may bring suit in court to enjoin infringement or other misuse of intellectual property rights.

To begin an arbitration proceeding, you must send a letter requesting arbitration and describing your claim to info@priowealth.com or via the mailing address listed below.

Miscellaneous Terms

This Agreement will be governed by and construed, interpreted, and enforced in accordance with the laws of The Commonwealth of Massachusetts, without reference to its conflicts or choice of law principles. You agree that the sole and exclusive jurisdiction and venue for any and all disputes arising under this Agreement will be in any court located in or having jurisdiction over Suffolk County, Massachusetts.

You irrevocably submit and consent to the personal jurisdiction of such courts. These terms control the relationship between Prio Wealth and you. They do not create any third-party beneficiary rights. Our failure to enforce the provisions of this Agreement do not constitute a waiver of our right to enforce them. If any term or provision of this Agreement will be held to be invalid, illegal, or unenforceable, the remaining terms and provisions of this Agreement will remain in full force and effect, and such invalid, illegal, or unenforceable term or provision will be deemed not to be part of this Agreement.

Contact Us

If you have questions or require further information, please contact us at 617-224-1900 or info@priowealth.com.

265 Franklin Street
Suite 2001
Boston, MA 02110-3199