Terms and Conditions

Last Updated: February 23, 2026

1. SMS Messaging Terms

By providing your mobile phone number and opting in to receive SMS text messages from Wellsage Wealth, including through initiating contact with us through SMS, you consent to receive one‑to‑one text messages related to your relationship with us. These messages may include, but are not limited to, appointment coordination, service updates, document follow‑ups, and responses to your inquiries. No confidential information should or will be provided through SMS.

Message frequency varies based on your interactions with Wellsage Wealth. Message and data rates may apply depending on your mobile carrier and plan. Please review our Privacy Policy here, which applies to SMS communications. Mobile opt-in data is not shared with third parties but is retained by Wellsage Wealth for internal documentation purposes and as necessary under applicable laws and regulations.

2. Opt‑In and Consent

You opt in to receive SMS messages from Wellsage Wealth when you voluntarily provide your mobile phone number and agree to receive text communications, including during onboarding, through signed service agreements, written or electronic communications, or by initiating an SMS conversation with us. Mobile opt-in data is not shared with third parties but is retained by Wellsage Wealth for internal documentation purposes and as necessary under applicable laws and regulations.

Your consent to receive SMS messages is not a condition of purchasing any goods or services.

3. Opt‑Out Instructions

You may opt out of SMS communications at any time by replying STOP to any text message you receive from us. After you opt out, you will no longer receive SMS messages unless you re‑enroll.

4. Help and Support

For help regarding our SMS messaging services, reply HELP to any message or contact us at:

  • Email: info@wellsagewealth.com

  • Phone: (248) 781-4996