Legal Disclaimer
Important legal disclosures regarding Bridgewell services
Important Legal Disclosure
Bridgewell LLC is not a financial advisory firm and does not provide investment, tax, or legal advice. Bridgewell provides AI-driven workflow automation tools that assist licensed financial professionals. All communication with prospects and all advisory responsibilities remain solely with the financial advisor. Bridgewell does not guarantee business outcomes, meetings, or client acquisition.
No Financial Advisory Services
Bridgewell is NOT a financial advisor, investment adviser, broker-dealer, or fiduciary. We do NOT provide financial advice, recommend investments, analyze portfolios, give tax or legal advice, or act as a Registered Investment Adviser (RIA). All services provided by Bridgewell are limited to marketing automation and appointment scheduling only.
Service Description
Bridgewell provides lead-generation, outreach automation, and appointment-setting services to financial professionals and businesses. All communications must be pre-approved by clients. Bridgewell does not offer financial, investment, tax, or legal advice. Users are solely responsible for all client interactions and advisory services.
No Guaranteed Results
Bridgewell does NOT guarantee business growth, sales outcomes, revenue increases, client acquisition, or specific appointment volumes. Results depend on client execution, market factors, and prospect engagement. Past performance does not indicate future results. All marketing claims are examples only and do not constitute promises of specific outcomes.
AI Transparency
This service uses artificial intelligence to automate messaging, prospect outreach, appointment scheduling, and qualification workflows. All automated messages clearly identify themselves as AI-generated communications. AI systems do NOT provide investment recommendations, financial advice, or guarantee outcomes. All AI-generated content requires advisor approval before deployment.
Compliance Responsibility
Users must comply with all applicable communication laws including TCPA, CAN-SPAM, GDPR, CCPA, SEC/FINRA marketing rules, and obtain required consents for outreach. Bridgewell provides tools and technology services only, not compliance advice. Consult your legal and compliance teams before using any marketing automation services.
Advisor Oversight Required
All messaging, outreach, and prospect communications require advisor approval and oversight. Financial professionals using Bridgewell services remain solely responsible for compliance with all applicable regulations, including SEC, FINRA, and state insurance regulations where applicable.
Third-Party Services
Bridgewell may integrate with third-party platforms including calendar systems, CRM tools, and communication platforms. Users are responsible for compliance with all third-party terms of service and data privacy requirements.
Data Privacy
Bridgewell collects and processes data as described in our Privacy Policy. Users are responsible for obtaining all required consents from prospects and complying with applicable data protection regulations.
Geographic Limitations
Services are provided to licensed financial professionals in the United States. International users must ensure compliance with local regulations governing marketing, data protection, and financial services advertising.
Changes to Services
Bridgewell reserves the right to modify, suspend, or discontinue any service at any time without notice. Users will be notified of material changes to terms or service offerings.
Contact Information
For questions regarding this disclaimer, please contact us through our website contact form.
Last Updated: 12/14/2025
This disclaimer is part of Bridgewell's legal documentation. For complete terms, please review our Terms of Service and Privacy Policy.