Terms of Use

1. Acceptance and eligibility

You may use this website only if you can legally agree to these terms. If you do not agree, do not use the website.

2. Informational purpose

The website provides general information about Rootwise Advisory, its approach, and topics related to financial leadership, accounting, tax, cash, planning, operations, and business decision-making. Website content is educational and is not individualized accounting, tax, legal, investment, or financial advice.

You should not act or refrain from acting solely because of website content. Decisions should be evaluated using the facts, professional advice, and responsibilities applicable to your situation.

3. No professional relationship

Visiting the website, submitting an inquiry, or receiving a response does not create a client, fiduciary, accountant-client, or other professional relationship. A professional relationship begins only through a written agreement accepted by the appropriate parties.

Do not send confidential or sensitive information through the inquiry form. Rootwise has no duty to treat an unsolicited inquiry as confidential unless required by law or agreed in writing.

4. Acceptable use

You agree not to misuse the website, interfere with its operation or security, attempt unauthorized access, transmit malicious code, use automated methods that impose unreasonable load, misrepresent your identity, or use the website in violation of law or another person’s rights.

5. Intellectual property

The website’s text, design, branding, graphics, logos, and original materials are owned by or licensed to Rootwise and are protected by applicable intellectual-property laws. You may view and print reasonable portions for your own internal, noncommercial use. No other reproduction, distribution, adaptation, public display, or commercial use is permitted without written authorization.

6. Third-party services and links

The website may use or link to third-party services, including HubSpot for website forms. Rootwise does not control third-party websites or their content, availability, security, or privacy practices. Your use of a third-party service may be governed by that provider’s terms.

7. Disclaimers

The website is provided on an “as is” and “as available” basis. To the extent permitted by law, Rootwise disclaims warranties of merchantability, fitness for a particular purpose, noninfringement, accuracy, and uninterrupted or error-free operation. Rootwise does not promise that website content is complete, current, or suitable for a particular decision.

8. Limitation of liability

To the extent permitted by law, Rootwise will not be liable for indirect, incidental, special, consequential, exemplary, or punitive damages, or for lost profits, revenue, data, or business opportunities, arising from use of or inability to use the website. These limitations do not apply where prohibited by law.

9. Responsibility for misuse

You are responsible for losses or claims arising from your unlawful misuse of the website or violation of these terms, to the extent permitted by law.

10. Governing law

These terms are governed by the laws of the State of Michigan, without regard to conflict-of-law principles. Any dispute relating to the website will be brought in a court with jurisdiction in Michigan, unless applicable law requires otherwise.

11. Changes and severability

Rootwise may update these terms by posting a revised version with a new “Last updated” date. If any provision is found unenforceable, the remaining provisions will continue in effect.

12. Contact

Questions about these terms may be submitted through the Rootwise inquiry page.