Disclaimer and Privacy Policy for Stakwell LLC

Last Updated: July 19, 2025

Stakwell LLC, a Texas limited liability company ("Stakwell LLC," "we," "us," or "our"), strategically stacks value by acquiring, holding, and growing diverse ventures and assets, delivering unified value to our ventures and partners. Our endeavors include financial education programs, such as the Wealth Health Course & Coaching, Mind Flip, and Keeping Tabs programs (collectively, the "Programs"), as well as real estate and other business activities. This Disclaimer and Privacy Policy governs your use of our website www.stakwell.com, participation in our Programs, and engagement with our other services or ventures. By accessing our website or engaging with our services, you ("you" or "your") agree to the terms described below. Please read this document carefully.

General Disclaimer

1. Informational Purposes Only

The information on our website www.stakwell.com and provided through our Programs or other services is for general informational and educational purposes only. While we strive to keep the information up to date and accurate, we make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability, or availability of the website, Programs, or other services, including information, products, services, or graphics, for any purpose. Any reliance you place on such information is at your own risk.

2. No Professional Advice

Nothing on our website, in our Programs, or through our other ventures (e.g., real estate) constitutes tax, legal, insurance, financial, investment, real estate, or other professional advice, nor does it constitute a solicitation, recommendation, or offer to buy or sell any security, cryptocurrency, real estate, or other financial or business instrument. The Wealth Health Course & Coaching, Mind Flip, and Keeping Tabs programs provide general financial education, and any client-requested education on specific assets (e.g., stocks, commodities, cryptocurrencies) is limited to objective, publicly available information and is not a recommendation to buy, sell, or hold any investment. Similarly, any real estate-related information is general and not a substitute for advice from a licensed real estate professional. You should consult a qualified professional (e.g., a licensed financial advisor, tax professional, attorney, or real estate broker) for advice tailored to your specific circumstances before making any financial, legal, real estate, or investment decisions.

3. No Guarantee of Results

Participation in our Programs, engagement with our other ventures, or use of our website does not guarantee financial, real estate, or other business success or specific outcomes. Results depend on individual effort, market conditions, and other factors outside Stakwell LLC’s control. We are not responsible for any financial losses, missed opportunities, or other damages resulting from your use of our website, Programs, or other services.

4. Limitation of Liability

To the fullest extent permitted by Texas law, Stakwell LLC, its officers, employees, or agents shall not be liable for any direct, indirect, incidental, special, consequential, or punitive damages, including but not limited to loss of data, profits, or opportunities, arising from or in connection with your use of our website, participation in our Programs, or engagement with our other ventures (e.g., real estate). Our services are provided “as is” without warranties of any kind.

5. Third-Party Links

Our website, Programs, and other services may contain links to third-party websites (e.g., payment processors, educational resources, real estate listings). We have no control over the content, privacy practices, or availability of these sites, and their inclusion does not imply a recommendation or endorsement of their views or services. You access third-party websites at your own risk and should review their privacy policies and terms.

6. Website Functionality and Availability

We strive to keep our website www.stakwell.com operational and accessible. However, Stakwell LLC is not responsible for, and will not be liable for, the website being temporarily unavailable due to technical issues beyond our control, such as server outages or maintenance.

7. Changes to Content and Services

The content, features, and services on our website, in our Programs, and through our other ventures are subject to change without notice. While we aim to maintain accurate and timely information, we make no commitment to update such information.

Privacy Policy

At Stakwell LLC, we are committed to protecting the privacy and personal information of our website visitors, Program participants, and clients engaging with our other ventures (e.g., real estate). This Privacy Policy outlines how we collect, use, disclose, and safeguard your information in connection with our website, Programs, and other services.

1. Information We Collect

We collect the following types of information to provide and improve our website, Programs, and other ventures:

1.1 Information You Provide

• Enrollment and Engagement Information: When you enroll in a Program or engage with our services (e.g., real estate inquiries), we collect your name, email address, phone number, billing address, and payment information (e.g., credit card details or bank account information).

• Program Participation: During coaching sessions or through our client portal, you may provide financial information (e.g., income, expenses, financial goals) or requests for education on specific assets (e.g., stocks, cryptocurrencies). This information is used solely for educational purposes and to tailor the Program experience.

• Other Ventures: For other services (e.g., real estate), you may provide information such as property preferences, financial details, or investment goals, used solely to provide general information or facilitate services.

• Communications: Information you provide when contacting us via email, phone, or our website (e.g., inquiries, feedback, or refund requests).

• Asset Education Requests: Details submitted through our client portal or designated form for requesting general educational content on specific assets.

1.2 Information Collected Automatically

• Website Usage Data: When you visit our website www.stakwell.com, we may collect your IP address, browser type, device information, pages visited, referring URLs, and time spent on the site, using cookies or similar technologies.

• Analytics: We use third-party analytics tools (e.g., Google Analytics) to track website performance and user interactions. These tools may collect anonymized data about your online activity.

1.3 Information from Third Parties

• Payment Processors: We use third-party payment processors (e.g., Stripe, PayPal) to handle Program fees or other transactions. These processors may provide us with limited information, such as transaction status or billing details, but we do not store full payment card information.

• Marketing and Business Partners: If you were referred to our Programs or other services through a marketing partner, affiliate, or real estate partner, we may receive limited information (e.g., your name or email address).

2. How We Use Your Information

We use your information to:

• Provide Services: Process enrollments, schedule coaching sessions, deliver educational content, respond to asset education requests, or facilitate other services (e.g., real estate inquiries).

• Improve Services: Analyze feedback and website usage to enhance the client experience across our Programs and ventures.

• Communicate: Send Program-related updates, confirmations, reminders, or responses to inquiries, including about real estate or other services.

• Process Payments: Facilitate payment for Program fees or other transactions through third-party processors.

• Comply with Legal Obligations: Meet requirements under Texas law or other regulations, such as tax reporting or responding to legal requests (e.g., from the Texas Real Estate Commission or Texas State Securities Board).

• Marketing (Optional): With your consent, send newsletters, updates, or promotional materials about Stakwell LLC’s Programs or other ventures. You may opt out at any time (see Section 7).

3. How We Share Your Information

We do not sell, rent, or trade your personal information. We may share your information only in the following circumstances:

• Service Providers: We share information with trusted third-party service providers (e.g., payment processors, website hosting providers, analytics tools, real estate service providers) who assist in operating our website, delivering Programs, or facilitating other ventures. These providers are contractually obligated to protect your information.

• Legal Requirements: We may disclose your information if required by law, such as in response to a subpoena, court order, or regulatory request (e.g., from the Texas State Securities Board or Texas Real Estate Commission).

• Business Transfers: If Stakwell LLC is involved in a merger, acquisition, or sale of assets, your information may be transferred, subject to confidentiality protections.

• With Your Consent: We may share your information with other parties if you provide explicit consent (e.g., for testimonials or real estate referrals).

4. Data Security

We employ industry-standard security measures, including encryption, access controls, and secure servers, to protect your personal information from unauthorized access, alteration, disclosure, or destruction. However, no method of transmission or storage is 100% secure, and you provide information at your own risk.

5. Your Rights Under Texas Law

Under the Texas Data Privacy and Security Act (Tex. Bus. & Com. Code § 503.001), you have the following rights:

• Access: Request a copy of your personal information.

• Correction: Request corrections to inaccurate or incomplete information.

• Deletion: Request deletion of your information, subject to legal retention requirements (e.g., tax or real estate records).

• Opt-Out: Opt out of targeted advertising or data sharing (if applicable).

To exercise these rights, contact us at [info@stakwell.com]. We will respond within 45 days, with a possible 45-day extension for complex requests, as required by Texas law.

6. Cookies and Tracking Technologies

We use cookies and similar technologies to enhance your browsing experience, analyze website traffic, and collect data about your interactions with our website. You may disable cookies through your browser settings, which may affect access to certain features. For more details, contact us at [info@stakwell.com].

7. Marketing Communications

If you opt in to receive marketing communications, we may send emails about Stakwell LLC’s Programs or other ventures (e.g., real estate opportunities). You may opt out by:

• Clicking the “unsubscribe” link in any marketing email.

• Contacting us at info@stakwell.com.

8. Retention of Information

We retain your information only as long as necessary to:

• Provide the Programs and other services.

• Comply with Texas law (e.g., tax records for 7 years, real estate transaction records per Tex. Occ. Code § 1101.601).

• Resolve disputes or meet legal obligations.

After this period, we will securely delete or anonymize your information, unless otherwise required by law.

9. Children’s Privacy

Our website, Programs, and other services are not intended for individuals under 18 years of age. We do not knowingly collect personal information from children. If we learn we have collected such information, we will delete it promptly.

10. International Users

Stakwell LLC operates primarily in the United States and is subject to U.S. and Texas laws. If you access our website, Programs, or other services from outside the U.S., your information will be processed in the U.S., where privacy laws may differ from your jurisdiction.

11. Changes to This Policy

We may update this Disclaimer and Privacy Policy by posting the revised version on our website www.stakwell.com. We will notify you of material changes via email or through our client portal. Continued use of our website, Programs, or other services constitutes acceptance of the updated policy.

12. Contact Information

For questions, concerns, or to exercise your privacy rights, contact us at:

• Email: [info@stakwell.com]

• Address: Stakwell LLC, 17350 State Hwy 249, Ste 220, Houston, TX 77064

• Website: www.stakwell.com

By using our website, participating in our Programs, or engaging with our other services, you acknowledge that you have read, understood, and agree to this Disclaimer and Privacy Policy.