By accessing and using the Truss website ("Site"), you accept and agree to be bound by these Terms of Service. If you do not agree, please do not use the Site. Truss is a service of Fearless Wealth / Peck Wealth Management, LLC ("Company").
Truss provides informational content about tax-deferred stock-to-ETF exchange strategies under IRC Section 351. The Site includes educational material, illustrative calculators, and qualification tools. The Site is not a solicitation to buy or sell any security.
Nothing on this Site constitutes investment advice, tax advice, or legal advice. All content is for informational and illustrative purposes only. Any examples, projections, or calculator outputs are hypothetical and do not represent actual client outcomes or guaranteed results. You should consult your own financial advisor, tax advisor, and attorney before making any investment decisions.
All investing involves risk, including loss of principal. Past performance does not guarantee future results. Tax deferral is not tax elimination — deferred gains may be subject to taxation upon future disposition of ETF shares. Individual results will vary based on position size, cost basis, holding period, and applicable federal and state tax rates.
When you submit information through our forms (name, email, phone, or financial details), you consent to our collection and use of that information as described in our Privacy Policy. You represent that any information you provide is accurate and complete.
All content on this Site — including text, graphics, logos, and software — is the property of Peck Wealth Management, LLC or its licensors and is protected by applicable intellectual property laws. You may not reproduce, distribute, or create derivative works without our prior written consent.
The Site may contain links to third-party websites. We are not responsible for the content, accuracy, or practices of any third-party sites.
To the fullest extent permitted by law, the Company shall not be liable for any indirect, incidental, special, consequential, or punitive damages arising from your use of the Site or reliance on any information provided.
Peck Wealth Management, LLC is a registered investment advisor. SEC registration does not imply a certain level of skill or training. Additional regulatory information is available upon request.
We reserve the right to modify these Terms at any time. Changes will be effective immediately upon posting. Your continued use of the Site constitutes acceptance of the updated Terms.
These Terms shall be governed by and construed in accordance with the laws of the State of California, without regard to its conflict of law provisions.
If you have questions about these Terms, please contact us at:
Peck Wealth Management, LLC
Email: info@fearlesswealth.com