Legal Disclaimers

Legal Disclaimer: WealthKeep LLC is a personalized Investor Coaching and Wealth Coaching practice. WealthKeep, WealthKeep Academy, and The WealthKeep Journal website (collectively known as “WealthKeep”), web pages and blog posts are for general information only, solely intended for the purpose of introducing our fee-based coaching, advisory and consulting services to a broad public audience so that interested individuals may evaluate our offerings and consider becoming private clients. No information, forward looking statements, or estimations presented herein represent any final determination on investment performance and neither WealthKeep nor its developers are acting in capacity of investment advisor or securities broker. While the information presented in this website has been researched and is thought to be reasonable and accurate, any investment you make has risks associated. WealthKeep and/or its agents cannot and do not guarantee any rate of return, performance or investment timeline based on the general information presented herein. By reading and reviewing the information contained in this website, the user acknowledges and agrees that Wealthkeep and/or its agents do not assume and hereby disclaim any liability to any party for any loss or damage caused by the use of the information contained herein, or errors or omissions in the information contained in this website, to make any investment decision, whether such errors or omissions result from negligence, accident or any other cause. We want you to enjoy our website, pages and blog, but readers are required to conduct their own due diligence, investigations, analysis, draw their own conclusions, and make their own decisions, alone or with the assistance of a licensed, certified and competent financial professional. Any areas concerning taxes or specific legal or technical questions should be referred to lawyers, accountants, consultants, brokers, or other professionals licensed, qualified or authorized to render such advice. In no event shall WealthKeep and/or its agents be liable to any party for any direct, indirect, special, incidental, or consequential damages of any kind whatsoever arising out of the use of this website or any information contained herein. WealthKeep and/or its agents specifically disclaim any guarantees, including, but not limited to, stated or implied potential profits, rates of return, or investment timelines discussed or referred to herein.

The following entity names, proprietary phrases and proprietary slogans and taglines are protected by U.S. Trademark and Copyright law:

  • WealthKeep LLC
  • WealthKeep
  • WealthKeep Academy
  • The WealthKeep Journal
  • Passive Make. Active Keep.
  • Advancing Financial Freedom through Investor Self-Sufficiency.
  • The Projects of My Life.®
  • Fix the investor
  • Fix the investments
  • Live Healthy. Choose Wisely. Move Forward.
  • Investor coaching. Wealth Coaching. Money Coaching. Better sleep.

Any use of the preceding entity names, proprietary phrases or proprietary slogans and taglines owned by WealthKeep without express consent of WealthKeep will be in violation of U.S. Trademark and Copyright laws and will be prosecuted under the appropriate laws and regulations.


The terms “Certified Financial Planner “and “CFP ” are exclusively reserved  for professionals who successfully complete initial and ongoing certification requirements established by the Certified Financial Planner Board of Standards Inc.
Life Coach Certification from Coach Training Alliance