Terms and Conditions
Effective Date: April 8, 2026
Welcome to Bridge Pointe Advisory (“Bridge Pointe Advisory, Inc.,” “we,” “us,” or “our”). These Terms and Conditions (“Terms”) govern your use of the Bridge Pointe Advisory website (the “Site”) and any information, appointment request forms, scheduling tools, communications, and website features we make available through the Site (collectively, the “Services”).
By accessing or using the Site, submitting a contact or appointment request, or otherwise interacting with the Site, you agree to these Terms. If you do not agree to these Terms, do not use the Site.
1. Who We Are
Bridge Pointe Advisory is a Texas-based advisory firm providing professional business and financial advisory services, which may include tax-related advisory, outsourced controller services, strategic consulting, operational consulting, and related professional services.
2. Website Purpose
The Site is intended to provide general information about Bridge Pointe Advisory, our firm, our services, and ways to contact us or request an appointment.
The Site is for informational purposes and appointment requests only. The Site is not intended to serve as a client portal, secure file transfer system, or platform for submitting confidential financial, tax, legal, or personal information.
3. No Client Relationship Created
Your use of the Site, including submitting a contact form, requesting an appointment, sending us an email, or communicating with us through the Site, does not create a client, advisory, fiduciary, accountant-client, or other professional relationship between you and Bridge Pointe Advisory.
A professional relationship is formed only after both:
- we determine that we are able and willing to provide services to you, and
- a separate written engagement agreement is signed by the appropriate parties.
Until then, no professional relationship exists, and we are not obligated to take any action on your behalf.
4. No Professional Advice
The content on this Site is provided for general informational purposes only. Nothing on this Site constitutes or should be relied upon as legal, tax, accounting, audit, investment, financial, or other professional advice.
You should not act or refrain from acting based on information from this Site without first consulting qualified professionals who can evaluate your specific circumstances.
Bridge Pointe Advisory is not a law firm, and nothing on this Site should be interpreted as legal advice.
5. Eligibility
You must be at least 18 years old to use this Site or submit information through our contact or appointment request forms.
By using the Site, you represent that you meet this requirement.
6. Appointment Requests and Scheduling
The Site may allow you to request an appointment or consultation through a contact form, scheduler, or third-party scheduling tool.
Submitting an appointment request does not guarantee acceptance, availability, or the provision of services. Appointment dates and times are subject to confirmation by Bridge Pointe Advisory.
We reserve the right to decline, reschedule, or cancel any requested consultation or appointment at our discretion.
7. No Confidential or Sensitive Information Through the Site
The Site is not a secure channel for transmitting confidential or sensitive information.
Please do not submit through the Site, email, or any public-facing form any of the following:
- Social Security numbers
- taxpayer identification numbers
- bank account or credit card information
- payroll data
- tax return documents
- financial statements
- government-issued identification numbers
- passwords or login credentials
- protected health information
- any other highly sensitive personal, financial, or business information
Any information submitted through the Site is submitted at your own risk. If secure document transmission is needed, it will be handled separately through approved channels after a formal engagement begins.
8. Accuracy of Information Submitted
You agree that any information you provide through the Site will be true, accurate, current, and not misleading.
You also agree not to impersonate another person, submit false appointment requests, or provide information that violates any law or third-party rights.
9. Third-Party Links and Tools
The Site may contain links to third-party websites, services, or tools, including scheduling platforms, maps, social media platforms, email tools, or other external resources.
These third parties are independent from Bridge Pointe Advisory. We do not control and are not responsible for their content, availability, terms, policies, or practices. Your use of third-party websites or tools is at your own risk and subject to their own terms and privacy policies.
10. Intellectual Property
All content on the Site, including text, graphics, logos, branding, page designs, layouts, downloads, and other materials, is owned by Bridge Pointe Advisory or used with permission and is protected by applicable intellectual property laws.
You may use the Site for your own personal, non-commercial use only. You may not copy, reproduce, republish, distribute, modify, create derivative works from, display, transmit, or exploit any portion of the Site without our prior written permission.
11. Prohibited Use
You agree not to use the Site:
- for any unlawful purpose
- to violate any applicable law or regulation
- to transmit false, misleading, or fraudulent information
- to attempt unauthorized access to the Site, servers, or related systems
- to interfere with the operation or security of the Site
- to introduce malware, malicious code, or harmful technology
- to scrape, crawl, copy, or harvest Site content using automated means without permission
- to use the Site in a way that could damage our business, reputation, or operations
12. Disclaimer of Warranties
The Site and all content and functionality made available through it are provided on an “as is” and “as available” basis.
To the fullest extent permitted by law, Bridge Pointe Advisory disclaims all warranties, express or implied, including warranties of merchantability, fitness for a particular purpose, accuracy, non-infringement, and uninterrupted or error-free operation.
We do not warrant that the Site will always be available, secure, current, complete, or free from errors, viruses, or other harmful components.
13. Limitation of Liability
To the fullest extent permitted by law, Bridge Pointe Advisory and its officers, directors, employees, contractors, agents, and representatives will not be liable for any indirect, incidental, consequential, special, exemplary, or punitive damages arising out of or related to your use of, or inability to use, the Site or any information contained on the Site.
This includes, without limitation, damages for lost profits, lost business opportunities, lost data, business interruption, or reputational harm.
If Bridge Pointe Advisory is found liable for any claim relating to the Site, our total liability to you will not exceed one hundred U.S. dollars (US $100).
Nothing in these Terms excludes liability that cannot be excluded under applicable law.
14. Indemnification
You agree to defend, indemnify, and hold harmless Bridge Pointe Advisory and its officers, directors, employees, contractors, agents, and representatives from and against any claims, liabilities, damages, judgments, losses, costs, and expenses, including reasonable attorneys’ fees, arising out of or related to:
- your use or misuse of the Site
- your violation of these Terms
- your violation of any law or regulation
- your infringement of any third-party rights
15. Privacy Policy
Your use of the Site is also subject to our Privacy Policy, which describes how we collect, use, and protect information submitted through the Site.
By using the Site, you acknowledge that you have reviewed or had the opportunity to review our Privacy Policy.
16. Changes to These Terms
We may update or revise these Terms at any time in our sole discretion. Any changes will become effective when posted on this Site with an updated “Last Updated” date.
Your continued use of the Site after any changes are posted constitutes your acceptance of the revised Terms.
17. Governing Law and Venue
These Terms are governed by the laws of the State of Texas, without regard to its conflict of law principles.
Any dispute arising out of or relating to these Terms or your use of the Site shall be brought exclusively in the state or federal courts located in Harris County, Texas, and you consent to the personal jurisdiction and venue of those courts.
18. Severability
If any provision of these Terms is found to be invalid, illegal, or unenforceable, the remaining provisions will remain in full force and effect.
19. Entire Agreement
These Terms constitute the entire agreement between you and Bridge Pointe Advisory with respect to your use of the Site and supersede all prior or contemporaneous understandings relating to that subject matter.
20. Contact Information
If you have questions about these Terms, you may contact us at:
Bridge Pointe Advisory
Email: info@bridgepointeadvisory.com
Website: bridgepointeadvisory.com