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Graetz Wealth, LLC SMS Terms & Conditions / Privacy Policy
Graetz Wealth, LLC respects your privacy. By opting into our SMS messaging service, you agree to receive text messages related to appointment reminders and client communications.​ Message frequency may vary but is generally kept to a limited capacity. Message and data rates may apply. Your mobile carrier may charge fees if you do not have an unlimited plan.​

Opt Out & Help
  • Reply STOP to (616) 226-8867 at any time to opt out.
  • Reply HELP or call (616) 226-8867 for assistance.
  • Consent is not required to receive our services.

How We Obtain Consent
We obtain consent in the following ways:
  • Through our publicly accessible SMS Opt In / Opt Out Form on our website: https://www.graetzwealth.com/texting-opt-in
  • Verbally, during phone or in-person conversations with clients.
  • When clients initiate contact by texting us first.

How We Handle Your Information
  • Data Collection: Name, email (if provided), and mobile phone number via our SMS Opt In / Opt Out Form or other consent methods.
  • Data Usage: We use your information solely for appointment reminders and client communications.
  • Data Sharing: No mobile opt-in information or phone numbers will be shared with third parties or affiliates for marketing purposes. We do not sell, rent, or share your SMS data.
  • Data Security: We use reasonable security measures to protect your information.
  • Data Retention: We keep your information only while you are opted in. You may request deletion at any time.
 
Contact Us
Graetz Wealth, LLC
Phone: (616) 226-8867
 
By consenting to SMS messages, you acknowledge that you have read and agree to this policy.

Investment Advisory Services offered through Graetz Wealth, LLC, a Registered Investment Advisor with the U.S. Securities & Exchange Commission. Registration does not imply a certain level of skill or training. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Graetz Wealth's website and its associated links offer news, commentary, and generalized research, not personalized investment advice. Nothing on this website should be interpreted to state or imply that past performance is an indication of future performance. All investments involve risk and unless otherwise stated, are not guaranteed. Be sure to consult with a tax professional before implementing any investment strategy. 

 

Copyright 2024 – All Rights Reserved

Graetz Wealth, LLC

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