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SMS Terms & Conditions

Welcome to Point Wealth, LLC. By accessing or using our services, including receiving SMS communications, you agree to comply with and be bound by these Terms and Conditions. If you do not agree with these terms, please do not engage with our services.

Term and Communications

In alignment with SMS communication policies, we recommend creating a dedicated page on your website to clearly outline your texting practices. Alternatively, this information can be incorporated into your existing privacy policy. This page should include the following key elements:

  • Consent for SMS Communications: Upon granting consent to receive SMS communications from our company, rest assured that your phone number and consent will remain confidential. We will not sell or share your information with third parties or affiliates for marketing purposes. The phone number and consent will only be used to facilitate communication with you.
  • Types of SMS Communications: The following types of messages may be sent after obtaining consent:
    • Customers and Guests: Updates on orders, deliveries, or other relevant information.
    • Job Applicants: Notifications regarding the status of their application.
    • Appointment Reminders: Reminders about upcoming appointments or events.
  • Example Message:
    “Hi [Customer Name], this is a reminder about your upcoming appointment with Point Wealth, LLC on [Date] at [Time]. We look forward to seeing you!”
    To opt out, reply “STOP” to unsubscribe. Message data rates may apply. Messaging frequency may vary. For assistance, reply “HELP.”
  • Standard Messaging Disclosures:
    • To opt out of SMS communications, simply reply with “STOP.”
    • For assistance or inquiries, reply with “HELP.”
    • Message and data rates may apply.
  • Sample Response for “HELP” Reply:
    “For further assistance, please visit our website at www.pointwealthmanagement.com/contact or contact us at 888-898-4591.”
  • Message Frequency: You may receive approximately 5-10 messages per day related to your requests. However, the frequency may vary depending on the nature of the communication.
  • Opt-In Method:
    You may opt-in to receive SMS messages from Point Wealth, LLC in the following ways:
    • Verbally, during a conversation
    • By submitting an online form
    • By filling out a paper form
  • Opt-Out Method:
    You can opt-out of receiving SMS messages at any time. To do so, simply reply “STOP” to any SMS message you receive. Alternatively, you can contact us directly to request removal from our messaging list.
  • Additional Options:
    If you do not wish to receive SMS messages, you can choose not to check the SMS consent box on our forms.

All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or an indication of future results.

Opinions expressed herein are solely those of Point Wealth, LLC. and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser before implementation. Advisory services are offered through Point Wealth, LLC., an Investment Advisor in the State of Wisconsin. Being registered as an investment adviser does not imply a certain level of skill or training.

The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Wisconsin or where otherwise legally permitted. Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.

Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.

Point Wealth, LLC., does not offer tax planning services but may provide references to tax service providers. Point Wealth, LLC., may also work with your independent tax or legal counsel. Please consult a qualified professional for assistance with these matters.

SMS Terms and Conditions