This website ( is operated by Burgos and Brein LLC (“Burgos and Brein,” “we,” or “us”). By using this website, any of our services, or communicating with us to inquire about services, you agree to these Terms and Conditions. Please review them carefully.

1. Services

  • We provide wealth management services, including financial planning, investment advice, retirement planning, tax planning, insurance analysis, and other related services as specifically tailored to individual clients through a written engagement agreement.
  • The specific scope of services will be outlined in a separate engagement agreement, which will become binding upon written or electronic signature by both you and Burgos and Brein LLC.

2. Client Responsibilities

  • You agree to provide accurate and complete information to Burgos and Brein LLC as needed for the delivery of our services.
  • You acknowledge responsibility for reviewing recommendations and making final decisions about your financial affairs.
  • You agree to notify us promptly of changes to your financial situation or goals that may impact our recommendations.

3. Use of Website

  • You may use this website to learn about our services and team.
  • You agree to use the website lawfully and refrain from any actions that could disrupt the website’s operation, introduce malware or viruses, or infringe on our intellectual property.

4. Intellectual Property

  • Content on this website, including text, images, logos, reports, and tools, is the property of Burgos and Brein LLC or our licensors. You may not use or reproduce this content without our express written permission.
  • We respect the intellectual property of others. If you believe your content is being used on our website without appropriate permission, please contact us immediately.

5. Limitation of Liability

  • Financial markets are inherently volatile, and we provide no guarantee of performance or specific outcomes regarding our services.
  • We shall not be liable for any losses arising from market fluctuations, changes in tax laws, or other factors outside of our control.
  • Burgos and Brein LLC’s maximum liability related to our services shall not exceed the amount of fees paid by you to the firm within the 12-month period preceding the event giving rise to the claim.

6. Fiduciary Duty

  • As your financial advisor, Burgos and Brein LLC will act as a fiduciary. This means we always put your best interests first when making recommendations and providing services.

7. Conflicts of Interest

  • Burgos and Brein LLC has policies and procedures to manage potential conflicts of interest. We will inform you if a conflict arises and obtain your consent to proceed should there be a potential for the conflict to impact our recommendations or services.

8. Third-Party Links

  • Our website may contain links to other websites for educational or informational purposes. We are not responsible for the content, security, or privacy practices of these external sites.

9. Privacy Please refer to our separate Privacy Policy which outlines how we collect, use, and protect your personal information.

10. Changes to Terms We may update these Terms and Conditions at any time. We will post the updated version on our website. Continued use of our website or services after changes take effect signifies your acceptance of the new terms.

11. Governing Law These Terms and Conditions shall be governed by and construed in accordance with the laws of the State of Florida, without regard to conflict of laws provisions.

12. Dispute Resolution

  • Any disputes related to these Terms and Conditions or your use of our services shall first be addressed through good faith negotiation.
  • If negotiation is unsuccessful, disputes shall be resolved through binding arbitration in the State of Florida.

13. Severability

  • If any part of these Terms and Conditions is deemed invalid or unenforceable, the remaining provisions will still remain in full force.

14. Contact Us

For questions about these Terms and Conditions, please contact us at:

  • Email:
  • Phone: 866-949-7675
  • Address: 1060 Woodcock Rd Suite 117, Orlando, FL 32803, United States