Disclaimers & Disclosures

Last Updated - July 29, 2025

At Direct Source Wealth, Inc., we respect your time, privacy, and communication preferences. Whether we connect with you by email, phone, or text, our commitment is to provide transparent, accurate information while maintaining strict compliance with all applicable laws and regulations.

We may have collected your contact information through a webinar, conference, industry event, educational program, referral from a mutual contact, or another legitimate business connection. By providing your information in one of these contexts, you granted Direct Source Wealth, Inc. consent to communicate with you by phone, email, or text message.

However, you are always in control. You may unsubscribe from emails, reply “STOP” to texts, or request to be added to our internal Do Not Call list at any time. While your prior consent to receive communications overrides inclusion on the National Do Not Call Registry, any request to opt out will be promptly and permanently honored.

General Communication Disclaimer

All communications from Direct Source Wealth, Inc. — including but not limited to emails, texts, phone calls, websites, publications, and attachments — are intended exclusively for accredited investors. If you are uncertain whether you qualify as an accredited investor, please contact us for clarification before reviewing or acting on any material provided.

Confidentiality & Intended Recipient

All communications from Direct Source Wealth, Inc. are intended solely for the individual or entity to whom they are addressed. Such communications may contain proprietary, confidential, privileged, and/or non‑public information.

By accepting receipt of any communication, you agree not to disclose, copy, distribute, forward, or otherwise use its contents for any purpose other than its intended review, without the prior written consent of Direct Source Wealth, Inc. If you are not the intended recipient, you are hereby notified that any disclosure, distribution, or use of this information is strictly prohibited, and you should notify us immediately and delete the message in its entirety.

Investment‑Related Information

Direct Source Wealth, Inc. does not make investment offers through email, text, phone calls, or general communications.

All actual investment opportunities can only be made pursuant to, and in reliance upon, a formal private placement memorandum (PPM) or offering memorandum provided by authorized personnel of Direct Source Wealth, Inc.

Any financial references made in general communications may include forward‑looking statements, pro forma illustrations, or historical performance references. Such information is provided solely for educational and informational purposes and must not be construed as an offer to sell or solicitation of an offer to buy any security.

Any party interacting with Direct Source Wealth, Inc. or considering participation in any offering acknowledges and affirms that such engagement is undertaken only after completing their own thorough and independent due diligence on the company and any associated offerings, and only after consulting with qualified professionals — including legal, tax, and financial advisors — throughout that diligence process.

No investment decision should be based solely on general communications. Only documents delivered as part of an official offering process contain complete details, disclosures, and risk factors.

Risk Disclosure

All investments carry risk, including the potential loss of principal. Past performance is not indicative of future results. No return, cash flow, or liquidity is guaranteed.

Direct Source Wealth, Inc. does not provide legal, tax, or financial advice. Each investor is solely responsible for conducting independent due diligence and obtaining professional guidance before making any investment decisions.

Real estate syndication investments are illiquid and speculative in nature and may involve risks including but not limited to: changes in market conditions, tenant demand, financing availability, property valuations, economic downturns, regulatory changes, and management performance. Prospective investors should review all offering documents carefully before making any decision.

Phone & Text Communication

By providing your phone number to Direct Source Wealth, Inc., you expressly consent to receive calls and text messages from authorized representatives of the company, which may include both licensed and non‑licensed staff. Standard messaging and data rates may apply.

Consent to contact, provided through webinars, conferences, mutual connections, or other legitimate channels, supersedes registration on the National Do Not Call Registry. Nevertheless, if you request to be added to our internal Do Not Call list, we will honor your request fully and without delay.

You may opt out of text communications at any time by replying “STOP.”

Opt‑Out of Communications

At Direct Source Wealth, Inc., we want to be absolutely clear — you are always in control of how and when we communicate with you.

If at any time you no longer wish to receive emails, phone calls, or text messages from us, you have the unrestricted right to opt out.

*To opt out, simply email us at Info@DirectSourceWealth.com or call us directly at (323) 870‑6090. Upon your request, we will promptly update our internal records to ensure you no longer receive communications from us.

*If you currently have an active business relationship with Direct Source Wealth, Inc., please be aware that opting out of communications will prevent us from sending you updates, notices, and other information related to your participation. By choosing to opt out, you acknowledge that you may miss critical updates regarding your business relationship, offerings, or other relevant matters.