Legal
Financial, Tax & Strategy Disclaimer
Last updated: February 2026
General Disclaimer
Obsidian Wealth Management, LLC (DBA DoWhatTheWealthyDo.com) provides strategic consulting and implementation support related to tax planning, real estate strategy, business acquisitions, asset protection structures, retirement planning, estate planning, and general wealth planning.
Important
The information provided on this website, in our consultations, and through our communications is intended for educational and strategic planning purposes. It should not be construed as legal, tax, investment, or financial advice unless provided under a separate written engagement agreement.
Not Legal or Tax Advice
Obsidian Wealth Management does not provide legal or tax advice unless under a separate written professional engagement. Our services include strategic consulting, planning, and implementation support. We work alongside your existing professional team — including CPAs, attorneys, and financial advisors — to help implement wealth-building strategies.
Clients should consult their CPA, attorney, or other qualified professional for specific legal, tax, or regulatory guidance related to their individual situation.
No Guarantees
Obsidian Wealth Management makes no guarantees regarding:
- Specific tax savings or reductions
- Investment returns or financial outcomes
- Real estate appreciation or rental income
- Business acquisition profitability
- Asset protection effectiveness against all potential claims
- Retirement income projections
All strategies are subject to individual circumstances, market conditions, regulatory changes, and client implementation. Past results referenced on this website or in marketing materials do not guarantee future performance.
Consultation Purpose
Strategy sessions, discovery calls, and initial consultations are conducted for the purpose of strategic planning and mutual fit determination. No professional relationship is established until a formal engagement agreement is executed.
Mortgage Alchemists Disclosure
Affiliated Lending Disclosure
- Mortgage Alchemists is an affiliated, separately licensed mortgage brokerage that provides real estate financing services.
- Financing services referenced on this website are provided through Mortgage Alchemists and not directly by Obsidian Wealth Management, LLC unless otherwise stated in writing.
- Submitting an inquiry for financing through this website or related platforms may result in contact from Mortgage Alchemists regarding financing options and opportunities.
- Mortgage Alchemists operates under its own independent licensing, compliance requirements, and regulatory obligations separate from Obsidian Wealth Management.
Third-Party References
References to third-party products, services, companies, or professionals on this website are for informational purposes only and do not constitute endorsements. Obsidian Wealth Management is not responsible for the products, services, or content provided by third parties.
Website Content
While we strive to provide accurate and up-to-date information, the content on this website may not reflect the most current legal, tax, or regulatory developments. We disclaim any liability for errors or omissions in the content provided on this website.
Contact
For questions regarding this disclaimer, please contact:
Obsidian Wealth Management, LLC
Email: Wealth@obsidianwm.com
Phone: 866-251-0909
DoWhatTheWealthyDo.com