Educational information
This site provides general education. It does not provide individualized investment, tax, legal, employment, immigration, or insurance advice.
Examples, sample readouts, charts, and calculated outputs are hypothetical and illustrative. They are not predictions, recommendations, or promises of a result.
No advisory relationship
Reading the site, using a tool, sending a message, scheduling a meeting, or attending the free first conversation does not by itself create an advisory relationship.
Any later service requires a separate written agreement and the disclosures applicable to that service.
Tax and legal boundaries
Jake provides tax smart financial planning and can coordinate with a client's CPA when appropriate. Jake is not a CPA or EA and does not prepare tax returns. A qualified tax professional confirms tax treatment, filing positions, and final calculations.
Contract interpretation, employment rights, immigration matters, and legal deadlines belong with an attorney.
Plan documents and official notices control
Employer plan terms, separation agreements, equity documents, insurance notices, tax forms, and other official records control over a general summary on this site. Rules and limits can change.
Confirm exact dates and terms in the documents that apply to you before acting.
Investment risk
All investments involve risk, including the possible loss of principal. Past performance is not indicative of future results. Diversification does not guarantee a profit or prevent a loss.
External services and links
The site links to services and sources that Jake and McCune Whiteley Wealth Management do not control. A link is provided for convenience or source attribution. It is not a guarantee of the outside website's availability, security, or accuracy.
Availability
Services may only be offered where the applicable professional is properly registered or otherwise permitted to conduct business. Availability depends on the person's location and the service involved.
Meta reference
Jake Song and McCune Whiteley Wealth Management are not affiliated with, sponsored by, or endorsed by Meta Platforms, Inc. Meta is named only to describe employer plan terms and the audience served by specific educational materials.
Acceptable use
Do not attempt to disrupt the site, gain unauthorized access, upload malicious material, misrepresent another person, or use the tools for unlawful activity.
Changes and contact
These terms may be updated when the site, law, providers, or services change. The date above shows the latest version.
Questions can be sent to jake@mywealthmanaged.com.