Privacy Policy

Effective Date: 1/1/2025

ETS Wealth Management (“ETS,” “we,” “our,” or “us”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, and protect your personal information.

Information We Collect

We may collect personal information including:

  • Name
  • Email address
  • Phone number
  • Mailing address
  • Financial information voluntarily provided
  • Communication preferences

How We Use Information

We use your information to:

  • Communicate regarding accounts, services, appointments, and requests
  • Provide financial planning and advisory services
  • Send important service-related notifications

SMS PRIVACY POLICY

Effective Date: 1/1/2025

ETS Wealth Management LLC (“ETS,” “we,” “our,” or “us”) is committed to protecting your privacy. This SMS Privacy Policy explains how we collect, use, and protect personal information in connection with our SMS (text messaging) communications.

Information We Collect

When you opt in to receive SMS messages from ETS Wealth Management LLC, we may collect the following information:

  • Full name
  • Mobile phone number
  • Email address (if provided)
  • Communication preferences
  • Information voluntarily provided through SMS, website forms, paper forms, or verbal consent

How We Collect Information

We collect SMS-related information through the following methods:

  • Online forms with an SMS consent checkbox
  • Paper or electronic consent forms
  • Seminar or event registration forms
  • Verbal consent documented by our team
  • Direct communications initiated by you

How We Use Your Information

We use your information to:

  • Send appointment reminders and confirmations
  • Provide account or service-related updates
  • Share educational seminar or event information (with explicit consent)
  • Respond to customer care inquiries
  • Send firm-related announcements
  • Conduct optional polling or feedback requests

SMS Consent

By providing your mobile phone number and checking an SMS consent box, signing a consent form, or otherwise opting in, you authorize ETS Wealth Management LLC to send you SMS messages related to the purposes listed above.

  • SMS consent is not required as a condition of purchasing any product or service
  • Message frequency may vary
  • Message and data rates may apply

Data Sharing

ETS Wealth Management LLC does not sell, rent, share, or disclose mobile phone numbers or SMS consent information to third parties or affiliates for marketing purposes.

We may share information only as required by law or to protect our legal rights.

Opt-Out & Help

You may opt out of SMS messages at any time by replying STOP to any SMS message you receive.

For assistance, you may reply HELP or contact us directly using the information below.

Data Security

We maintain reasonable administrative, technical, and physical safeguards designed to protect your personal information from unauthorized access, use, or disclosure.

Important Security Notice

SMS messages may not be encrypted. Please do not send sensitive personal or financial information via text message.

Contact Information

ETS Wealth Management LLC
📞 770-904-1978
📧 info@etswealth.com