Disclosures & Terms

Educate, Protect, and Manage Risk

Terms & Conditions

1. Introduction

Welcome to Pelican Wealth Advisors (hereinafter referred to as “we”, “us”, “our”, or “PWA”). The following terms and conditions, together with any documents they expressly incorporate by reference, govern your access to and use of www.pelicanwealth.com, including any content, functionality, and services offered on or through www.pelicanwealth.com (the “Website”).

Please read the Terms and Conditions carefully before you start to use the Website. By using the Website or by clicking to accept or agree to the Terms and Conditions when this option is made available to you, you accept and agree to abide by these Terms and Conditions.

2. Services

PWA provides financial advisory services, including wealth management, retirement planning, investment advice, and other related financial services. Please note that PWA is a Registered Investment Advisor and adheres to the regulations of the Securities and Exchange Commission.

3. Intellectual Property Rights

The Website and its entire contents, features, and functionality (including but not limited to all information, software, text, displays, images, video, and audio, and the design, selection, and arrangement thereof), are owned by PWA, its licensors, or other providers of such material and are protected by United States and international copyright, trademark, patent, trade secret, and other intellectual property or proprietary rights laws.

4. Restrictions

You agree not to:

  • Use the Website in any way that violates any applicable federal, state, local, or international law or regulation.
  • Use the Website to transmit or send unsolicited marketing materials or spam.
  • Attempt to gain unauthorized access to, interfere with, damage, or disrupt any parts of the Website, the server on which the Website is stored, or any server, computer, or database connected to the Website.

5. Disclaimer

The content on this Website is provided for general information purposes only. It is not intended to amount to advice on which you should rely. You must obtain professional or specialist advice before taking, or refraining from, any action based on the content on our Website.

6. Limitation of Liability

Neither PWA nor any of its directors, employees, or agents will be liable for damages of any kind, under any legal theory, arising out of or in connection with your use, or inability to use, the Website, any websites linked to it, any content on the Website or such other websites, including any direct, indirect, special, incidental, consequential, or punitive damages.

7. Changes to Terms and Conditions

PWA reserves the right to revise and update these Terms and Conditions from time to time in our sole discretion. All changes are effective immediately when we post them. Your continued use of the Website following the posting of revised Terms and Conditions means that you accept and agree to the changes.

8. Governing Law and Jurisdiction

All matters relating to the Website and these Terms and Conditions, and any dispute or claim arising therefrom or related thereto, shall be governed by and construed in accordance with the internal laws of the State where PWA is registered without giving effect to any choice or conflict of law provision or rule.

9. Contact Information

To ask questions or comment about these Terms and Conditions and our privacy practices, contact us at: [insert contact information].

By using our Website, you acknowledge that you have read, understood, and agreed to be bound by these Terms and Conditions. If you do not agree with these Terms and Conditions, you should not access or use the Website.

[Last update: May 30, 2023]


Privacy Policy

1. Introduction

Pelican Wealth Advisors (“we”, “us”, “our”, or “PWA”) respects your privacy and is committed to protecting it through our compliance with this policy. This policy describes the types of information we may collect from you or that you may provide when you visit the website www.pelicanwealth.com (our “Website”) and our practices for collecting, using, maintaining, protecting, and disclosing that information.

2. Information We Collect

We collect several types of information from and about users of our Website, including information by which you may be personally identified, such as name, postal address, e-mail address, telephone number, and any other information the Website collects that is defined as personal or personally identifiable information under applicable law (“Personal Information”); and about your internet connection, the equipment you use to access our Website, and usage details.

3. How We Use Your Information

We use the information that we collect about you or that you provide to us, including any Personal Information:

  • To provide you with information, products, or services that you request from us.
  • To carry out our obligations and enforce our rights arising from any contracts entered into between you and us.
  • To notify you about changes to our Website or any products or services we offer or provide through it.
  • To improve our Website, products or services, marketing, or customer relationships and experiences.

4. Disclosure of Your Information

We may disclose Personal Information that we collect or you provide as described in this privacy policy:

  • To our subsidiaries and affiliates.
  • To contractors, service providers, and other third parties we use to support our business.
  • To a buyer or other successor in the event of a merger, divestiture, restructuring, reorganization, dissolution, or other sale or transfer of some or all of PWA’s assets, whether as a going concern or as part of bankruptcy, liquidation, or similar proceeding, in which Personal Information held by PWA about our Website users is among the assets transferred.

5. Data Security

We have implemented measures designed to secure your Personal Information from accidental loss and from unauthorized access, use, alteration, and disclosure.

6. Changes to Our Privacy Policy

It is our policy to post any changes we make to our privacy policy on this page. If we make material changes to how we treat our users’ personal information, we will notify you through a notice on the Website home page. The date the privacy policy was last revised is identified at the bottom of the page. You are responsible for ensuring we have an up-to-date active and deliverable e-mail address for you, and for periodically visiting our Website and this privacy policy to check for any changes.

7. Contact Information

To ask questions or comment about this privacy policy and our privacy practices, contact us at: [insert contact information].

By using our Website, you agree to the terms of this Privacy Policy. If you do not agree with these terms, you should not use the Website.

[Last update: May 30, 2023]


Pelican Wealth does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Pelican Wealth’s website or incorporated herein, and takes no responsibility thereof. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. 

Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Pelican Wealth), will be profitable or equal any historical performance level(s).  PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS. 

Certain portions of Pelican Wealth’s website (i.e. newsletters, articles, commentaries, blogs, etc.) may contain a discussion of, or provide access to, Pelican Wealth’s (and those of other investment and non-investment professionals) positions or recommendations as of a specific date.  Due to various factors, including changing market conditions, such discussions may no longer be reflective of current position(s) or recommendation(s).  Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Pelican Wealth or from any other investment professional.  Pelican Wealth is neither an attorney nor an accountant, and no portion of the website content should be interpreted as legal or tax advice.  Users of this site are advised to seek personalized advice from investment, legal, or tax professionals. 

Rankings or recognition by unaffiliated rating services or publications should not be construed by a client or prospective client as a guarantee of an experience at the same level of results if Pelican Wealth is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Pelican Wealth by any of its clients.   

To the extent that any client or prospective client utilizes any economic calculator or similar interactive device contained within or linked to Pelican Wealth’s website, the client or prospective client acknowledges and understands that the information resulting from the use of any such calculator or device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Pelican Wealth, or from any other investment professional.


Insurance and Annuity Contracts & Products

Insurance products and services are offered and sold through Pelican Financial, LLC and individually licensed and appointed insurance agents.



Each prospective client, consumer, and client agrees, as a condition precedent to access this site, to release and hold harmless Pelican Wealth, its officers, directors, owners, employees, and agents from all adverse consequences resulting from any actions or omissions that are independent of receipt of personalized individual advice from Pelican Wealth.



Contact our compliance team below.