Broker Check

PRIVACY POLICY

Privacy policy and Terms and Conditions Information for SMS Messaging:

Privacy Policy:

Data Collection and Use:

  • We collect your phone number and consent status to provide you with SMS services. This information
    is used solely for the purpose of delivering text messages related to the campaign you have opted into
    or for the convenience of our current clients who wish to communicate via text messages.

Data Sharing:

  • We will not share your opt-in to an SMS campaign with any third party for purposes unrelated to
    providing you with the services of that campaign. We may share your Personal Data, including your
    SMS opt-in or consent status, with third parties that help us provide our messaging services, including
    but not limited to platform providers, phone companies, and any other vendors who assist us in the
    delivery of text messages.

Data Protection:

  • We are committed to protecting your personal information and have implemented appropriate technical
    and organizational measures to ensure its security.

User Rights:

  • You have the right to access, correct, or delete your personal information. You can opt-out of receiving
    messages at any time by replying STOP.

Contact Information:

Terms and Conditions:

Program Description:

  • By opting into our SMS program, you agree to receive text messages from Adapt Wealth Advisors for the purpose of appointment reminders and client communications.

Message Frequency:

  • Message and data rates may apply. Carriers are not liable for delayed or undelivered messages.

Cost Disclosure:

  • Standard message and data rates may apply. Please check with your mobile provider for details.

Opt-Out Instructions:

  • You can cancel SMS service at any time. Just reply STOP. Once you reply STOP to us, we will send a
    message to confirm that you have been unsubscribed. After this, you will no longer receive SMS
    messages from us. If you want to join again, just sign up as you did the first time, and we will start
    sending SMS messages to you again.

Customer Care:

  • If you are experiencing issues with the messaging program, you can reply with the word HELP for more
    assistance, or you can get help directly at info@adaptwealthadvisors.com.

Legal Disclaimers: