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Terms & Conditions

Effective May 29, 2026

Acceptance of Terms

By accessing or using kurtisbaker.com (the “Site”), you agree to be bound by these Terms & Conditions and our Privacy Policy. If you do not agree, please do not use the Site.

No Financial, Investment, or Tax Advice

The content on this Site is provided for general informational and educational purposes only and does not constitute financial, investment, tax, legal, or other professional advice. Nothing on the Site is a recommendation, solicitation, or offer to buy or sell any security or to adopt any investment strategy. Investing involves risk, including possible loss of principal. Past performance is not indicative of future results.

You should consult a qualified professional regarding your specific situation before making any financial decision. Engaging Kurt Baker or Certified Wealth Management & Investment LLC for services is governed by separate written agreements, not by this Site.

Communications Consent

By submitting a form, booking an appointment, or starting a chat, you consent to be contacted by phone, email, and SMS text message as described in our Privacy Policy. You may opt out of texts at any time by replying STOP.

Intellectual Property

All content on this Site — including text, graphics, logos, and the “Freedom Ready Business” framework — is the property of Kurt Baker or his affiliated companies and is protected by applicable intellectual-property laws. You may not reproduce, distribute, or create derivative works without prior written permission.

Third-Party Links

The Site may link to third-party websites (including our affiliated companies and credential verification pages). We are not responsible for the content, policies, or practices of any third-party site.

Disclaimer of Warranties

The Site is provided “as is” and “as available” without warranties of any kind, express or implied. We do not warrant that the Site will be uninterrupted, error-free, or free of harmful components.

Limitation of Liability

To the fullest extent permitted by law, Kurt Baker and his affiliated companies shall not be liable for any indirect, incidental, consequential, or punitive damages arising from your use of the Site.

Changes to These Terms

We may update these Terms from time to time. The “Effective” date above reflects the most recent revision. Continued use of the Site constitutes acceptance of the updated Terms.

Contact

Certified Wealth Management & Investment LLC
101 College Rd E, Ste 2
Princeton, NJ 08540
+1 (609) 716-4700

These Terms are provided for general informational purposes and should be reviewed by qualified legal counsel to confirm they meet the requirements applicable to your business, jurisdiction, and regulatory obligations (including those applicable to investment advisers).