Wedgwood Group, Inc. (d/b/a TrueLevel Advisory) • Last Updated: July 16, 2026
Wedgwood Group, Inc., doing business as TrueLevel Advisory ("TrueLevel," "we," "us," or "our"), operates this website to provide online access to information about our strategic capital advisory services, the Capital Intelligence Method™, and related products and resources. By accessing or using this site, you agree to each of the terms and conditions set forth herein (these "Terms of Service" or "Terms"). If you do not agree, do not use the site.
These Terms govern your use of our website. Any advisory services we provide to you are governed by a separate written engagement agreement. If there is a conflict between these Terms and a signed engagement agreement regarding those services, the engagement agreement controls.
We may modify these Terms from time to time. When we make material changes, we will update the "Last Updated" date above and, where appropriate, provide additional notice. Your continued use of the site after changes take effect constitutes acceptance of the modified Terms.
The content on this website is provided for general informational purposes only. It is not financial, investment, legal, tax, or accounting advice, and it is not a substitute for professional advice tailored to your situation. Using this website, contacting us, or interacting with our AI assistants does not create an advisory, fiduciary, or professional-client relationship. No such relationship is formed until we and you enter into a signed engagement agreement.
TrueLevel Advisory is a strategic capital advisory firm. We do not lend money, broker loans, or earn commissions or referral fees of any kind from lending partners. We are paid solely by our clients for advisory work (including any optional fractional CFO engagement); we receive no compensation from lenders.
Any referral or introduction to a funding partner is made solely at the client's request and is an introduction only. We do not submit, transmit, or share your documents or financial information with any lender on your behalf — you control all such sharing directly. An introduction does not constitute a loan application, a guarantee of funding, or financial advice. All financing is subject to lender approval and institutional underwriting standards, and we do not guarantee that any engagement, report, or introduction will result in funding or any particular outcome.
You affirm that you are 18 years of age or older and have the authority to enter into these Terms (including on behalf of any entity you represent). TrueLevel Advisory does not knowingly collect or retain information submitted by persons under 18. You assume all responsibility for your use of, and access to, the website.
You are granted a limited, revocable, non-exclusive, non-transferable license to access and use the website, and to download or print a copy of any portion of the content solely for your personal or internal business use, provided that you keep all copyright and other proprietary notices intact. Except as expressly permitted, you may not copy, display, modify, publish, reproduce, store, transmit, post, create derivative works from, or sell, rent, or license any part of the website content in any medium to anyone.
You further agree that you will not:
We may suspend or terminate your access to the website at any time, with or without notice, for any conduct that we reasonably believe violates these Terms or is harmful to us, other users, or third parties.
TrueLevel Advisory retains all right, title, and interest in this website and its content, designs and layouts, functions, graphics, features, and services, including all copyright, trademark, and other intellectual property rights. The "Capital Intelligence Method™" is a trademark of Wedgwood Group, Inc. (d/b/a TrueLevel Advisory). TrueLevel Advisory reserves all rights not expressly granted.
TrueLevel Advisory uses artificial intelligence (AI) and machine learning (ML) tools, including AI chatbots and Voice AI assistants, to answer questions, guide visitors through our methodology, and process documents submitted for advisory assessments.
License to process your submissions. By submitting documents, data, or interacting with our AI assistants ("User Submissions"), you grant TrueLevel Advisory a limited license to process those submissions solely to provide and fulfill the advisory services you request. You retain all ownership rights in your User Submissions.
Model training. We do not use your identifiable User Submissions (including uploaded financial documents) to train or improve our AI/ML models. Any improvement of our tools is performed only with aggregated and de-identified data that cannot reasonably identify you or your business.
No sale of data. TrueLevel Advisory does not sell your data to third parties. Our handling of your information is further described in our Privacy Policy.
AI outputs are "as is." Any outputs, results, or content generated by AI models are provided "as is" for informational and advisory purposes. We do not warrant that such outputs will be error-free or fit for any particular purpose beyond the scope of a defined advisory engagement, and AI outputs are reviewed by our human advisory personnel before being relied upon as advisory conclusions.
By providing your mobile telephone number to TrueLevel Advisory, you consent to receive SMS/text messages from us related to your inquiries, advisory assessments, account updates, and informational messages about our services.
By using this website or sending emails to TrueLevel Advisory, you are communicating with us electronically. You consent to receive communications from us electronically, and you agree that all agreements, notices, disclosures, and other communications we provide electronically satisfy any legal requirement that such communications be in writing.
Links on this website are provided solely as a convenience. When you click a link to a third-party site, you are leaving the TrueLevel Advisory site and are no longer governed by these Terms. TrueLevel Advisory is not responsible for the availability, content, or practices of any third-party website.
To the fullest extent permitted by law, the website, its content, and all services (including AI-based processing and outputs) are provided "AS IS" and "AS AVAILABLE," without warranties of any kind, whether express, implied, or statutory, including implied warranties of merchantability, fitness for a particular purpose, title, and non-infringement. We do not warrant that the website will be uninterrupted, secure, or error-free, that defects will be corrected, or that the site is free of viruses or other harmful components. Some jurisdictions do not allow the exclusion of certain warranties, so some of the above may not apply to you.
To the fullest extent permitted by law, TrueLevel Advisory and its affiliates, officers, employees, and agents will not be liable for any indirect, incidental, special, consequential, exemplary, or punitive damages, or for any loss of profits, revenue, data, or goodwill, arising out of or related to your use of (or inability to use) this website, our AI-based processing, or any outputs provided prior to a formal, signed advisory engagement agreement, even if advised of the possibility of such damages.
To the fullest extent permitted by law, our total aggregate liability arising out of or related to the website and these Terms will not exceed the greater of the amounts you paid to us for access to the website in the 12 months preceding the claim, or US $100.
Nothing in these Terms excludes or limits liability that cannot be excluded or limited under applicable law. This section does not modify the terms of any separate signed advisory engagement agreement, which governs liability for the services provided under it.
You agree to indemnify, defend, and hold harmless TrueLevel Advisory and its affiliates, officers, employees, and agents from and against any claims, liabilities, damages, losses, and expenses (including reasonable attorneys' fees) arising out of or related to your use of the website, your User Submissions, or your violation of these Terms or of any applicable law or third-party right.
These Terms are governed by the laws of the State of Connecticut, without regard to its conflict-of-laws rules.
We may suspend or terminate your access to the website at any time, with or without cause or notice. Provisions that by their nature should survive termination — including ownership, disclaimers, limitation of liability, indemnification, and dispute resolution — will survive.
These Terms, together with our Privacy Policy and any signed engagement agreement, constitute the entire agreement between you and TrueLevel Advisory regarding the website. If any provision is held unenforceable, the remaining provisions remain in effect. Our failure to enforce any provision is not a waiver of it. You may not assign these Terms without our consent; we may assign them freely. We are not liable for failure or delay in performance caused by circumstances beyond our reasonable control.
For questions regarding these Terms of Service, please contact us: