Home SMS Communications Terms & Conditions

Terms & Conditions for SMS Communications

Effective Date: October 1, 2026

1. Agreement to Receive SMS Messages
  By providing your mobile number to Aldrich Wealth Advisors (“Wealth Advisors”), you consent to receive SMS text messages related to account servicing, scheduling, and communications with your advisor.
2. Message Purpose and Frequency
  SMS messages may include:
  - Appointment reminders and scheduling links
  - Notifications about account documents or updates
  - Responses to client inquiries
  - Compliance-related confirmations
  Message frequency will vary depending on your interactions with your advisor.
3. Opt-Out
  You can opt out of receiving SMS messages at any time by replying STOP. Once you opt out, you will no longer receive text messages from Wealth Advisors unless you opt in again.
4. Help
  For assistance, reply HELP in the text message thread, call us at 888-299-3102, or email [email protected].
5. Message & Data Rates
  Message and data rates may apply depending on your mobile carrier. Wealth Advisors is not responsible for any fees charged by your carrier.
6. Privacy
  Your privacy is important to us. Please review our Privacy Policy to learn how we protect and use your information.
7. Limitations of Liability
  SMS messages are provided as a convenience for client communication. Wealth Advisors is not liable for delayed or undelivered messages. Clients should not use SMS to send confidential or time-sensitive instructions regarding trades, transfers, or other transactions.