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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.​
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Opt Out & Help​
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Reply STOP to (616) 226-8867 at any time to opt out.
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Reply HELP or call (616) 226-8867 for assistance.
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Consent is not required to receive our services.
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How We Obtain Consent
We obtain consent in the following ways:
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Through our publicly accessible SMS Opt In / Opt Out Form on our website: https://www.graetzwealth.com/texting-opt-in
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Verbally, during phone or in-person conversations with clients.
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When clients initiate contact by texting us first.
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How We Handle Your Information
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Data Collection: Name, email (if provided), and mobile phone number via our SMS Opt In / Opt Out Form or other consent methods.
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Data Usage: We use your information solely for appointment reminders and client communications.
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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.
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Data Security: We use reasonable security measures to protect your information.
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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.
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