Terms of Use

Effective September 26, 2026

These Terms of Use govern your use of williamdavidadvisors.com (the "site"), operated by William David Advisors ("WDA," "we," "us"). By using the site you agree to these terms.

Information only, not advice

Content on the site is general information about our firm. It is not legal, tax, accounting, investment or financial advice, and it does not create an advisory or client relationship. Engagements are governed only by a separate written agreement signed by both parties.

Acceptable use

You agree not to misuse the site, including by attempting to disrupt it, gain unauthorized access or scrape it in a way that burdens our systems.

Intellectual property

The site's content, design, names and marks belong to William David Advisors and may not be copied or reused without permission, except for sharing links or brief quotations with attribution.

Third-party links

Links to other sites and services, including WDA Careers and LinkedIn, are provided for convenience. Their own terms and policies apply.

Disclaimers and limitation of liability

The site is provided "as is." To the fullest extent permitted by law, we disclaim all warranties about the site and are not liable for indirect, incidental or consequential damages arising from your use of it.

Governing law

These terms are governed by the laws of the State of New York, and any dispute relating to the site will be resolved in the state or federal courts located in New York County, New York.

Changes and contact

We may update these terms; continued use means you accept the updated terms. Questions: hi@williamdavidadvisors.com.