Effective Date: January 1, 2025

 

Morris & Wells Wealth Management Texting & SMS Privacy Policy

At Morris & Wells Wealth Management, we prioritize the privacy of our community members. We are committed to safeguarding the information collected through our Texting and SMS services. This policy outlines the information we collect, how we use it, and your rights and choices regarding this information, ensuring compliance with communication laws and best practices.

 

How to Opt-In

To join our Texting and SMS service, please go to this link and you will be prompted to send an email confirming that Morris & Wells Wealth Management has your permission to communicate via text.

 

Information Collection

When you use our Texting and SMS services, we may collect the following:

  • Your name and mobile phone number.
  • Any additional information you voluntarily share.
  • Technical information, such as your device type and phone carrier, to improve service performance.

 

How We Use Your Information

The information collected through our Texting and SMS services may be used to:

  • Send timely communications, including updates about services, events, and community initiatives.
  • Respond to inquiries and provide customer support.
  • Occasionally send promotional messages about Morris & Wells Wealth Management initiatives, unless you opt out.

 

Sharing of Information

We do not share your information.

 

Data Retention

We retain your information for as long as necessary to provide our Texting and SMS services and fulfill our legal obligations.

 

Your Rights and Choices

You have the right to:

Access, update, or delete the information collected through our Texting and SMS services.

Opt out of receiving messages by replying “STOP” to any SMS message. After opting out, no further messages will be sent.

If you need assistance, reply “HELP” to any SMS message or contact us:

  • Email: info@morrisandwells.com
  • Phone: 434.977.7010

 

SMS Consent, Opt-Out, and Compliance

By using Morris & Wells Wealth Management Texting and SMS services, you agree to:

  • Receive text messages in compliance with applicable communication laws.
  • Be aware that standard message and data rates may apply.

To subscribe, text “JOIN” to 434.977.7010. To unsubscribe, reply “STOP” at any time. For assistance, reply “HELP” or contact us at the information provided above.

Consent can be withdrawn at any time by texting STOP to our messaging service.

To review the details of our privacy practices or provide/update your consent, please visit: https://morrisandwells.com/texting-sms-privacy-policy/

If you have any questions about our privacy practices or need assistance, please contact us directly.

 

Updates to This Policy

This policy may be updated periodically to reflect changes in our practices or legal requirements. The latest version will always be available on our website.