Educational Purposes Only

MarginWise provides educational content and coaching related to options trading, investing concepts, and wealth strategy. All information shared through this website, programs, materials, videos, and communications is intended for educational and informational purposes only.


Not Financial, Investment, or Tax Advice

MarginWise is not a registered investment advisor, broker-dealer, or tax advisor. Nothing on this website or within any MarginWise program should be considered personalized financial, investment, legal, or tax advice.

Any decisions you make based on information provided by MarginWise are made at your own discretion and risk. You are encouraged to consult with a qualified financial advisor, tax professional, or legal professional before making any financial decisions.


No Guarantees or Promises of Results

Examples, scenarios, and discussions related to options trading, investing strategies, or potential outcomes are illustrative only. There are no guarantees of performance, profitability, or specific financial results.

All investing involves risk, including the potential loss of principal. Past performance is not indicative of future results.


Client Responsibility

You are solely responsible for your own financial decisions, actions, and results. MarginWise does not execute trades, manage accounts, or provide individualized trade recommendations.

Participation in any MarginWise program does not establish a fiduciary relationship.


Acceptance of Terms

By accessing this website or participating in any MarginWise program, you acknowledge that you have read, understood, and agree to this disclaimer.