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Terms of Use
Last updated November 2, 2026
By using crownepointadv.com you agree to these terms.
What this site is
Crowne Point Advisory is a client intake and referral service. It is not a law firm, accounting firm, broker-dealer or investment adviser, and it does not provide legal, tax, accounting or investment advice. Professionals we refer you to, including The Law Offices of Nik Agharkar (Crowne Point Tax & Wealth Counsel), are independent and responsible for their own services.
No professional relationship
Using this site or submitting the assessment does not create an attorney-client, accountant-client or advisory relationship. That relationship begins only when you sign an engagement agreement directly with a professional.
General information only
Content on this site is general information, may not reflect current law, and is not advice for your situation. Prior results do not guarantee a similar outcome. Attorney advertising.
No offer of securities
Nothing on this site is an offer to sell, or a solicitation of an offer to buy, any security.
Acceptable use
Don’t misuse the site, submit false information, attempt to disrupt it, or scrape it in a way that burdens it.
Intellectual property
Site content and marks belong to Crowne Point Advisory or its licensors and may not be reused without permission.
Disclaimer and limitation of liability
The site is provided “as is” without warranties of any kind. To the fullest extent the law allows, Crowne Point Advisory is not liable for indirect or consequential damages arising from use of the site.
Changes
We may update these terms and will change the date above when we do.