SMS Terms & Conditions

BeWealth Advisory (“BeWealth,” “we,” “us,” or “our”) sends SMS text messages to clients and prospective clients who have provided their mobile phone number and consented to receive messages from us. This page describes our SMS messaging program, the types of messages you may receive, and how to manage your subscription.

By providing your mobile number and opting in, you may receive the following message types:

• Appointment confirmations (e.g., confirming a scheduled video call or financial planning meeting)
• Appointment reminders (e.g., a reminder the day before a scheduled meeting)
• Reschedule and cancellation notices
• Document-ready notifications (e.g., a notice that a financial plan, application, or e-signature request has been sent to your email)
• Conversational follow-up tied to your engagement with our practice (e.g., responses to your questions, scheduling coordination)

We do not send purely promotional or marketing SMS messages. All messages relate to your engagement with our advisory practice.

Message frequency varies based on your engagement. A typical client or prospective client may receive between 0 and 5 messages per month. We do not send recurring marketing campaigns.

Message and data rates may apply. BeWealth Advisory does not charge a fee for SMS messages, but your carrier may. Please consult your wireless plan for details.

You can opt out of SMS messages at any time by replying STOP to any message you receive from us. We also honor the following opt-out keywords (case insensitive): STOP, STOPALL, UNSUBSCRIBE, OPT OUT, OPTOUT, REMOVE, QUIT, CANCEL, and END.

When you opt out, you will receive a single confirmation message acknowledging the opt-out. After that, we will not send you further SMS messages from this program.

If you wish to opt back in at a later date, contact us directly at the email address below.

For help, reply HELP to any message you receive from us. For other questions about this SMS program or your account, contact us:

Email: marcus@bewealth-advisory.com

You will only receive SMS messages from BeWealth Advisory if you have explicitly consented to receive them. Consent is captured through one of the following:

• The SMS consent checkbox on our intake or contact form, which you select voluntarily before submitting your information
• Direct verbal or written confirmation during a call or meeting, which we log to our records

We do not purchase, rent, or share phone number lists. Phone numbers are collected directly from you.

Your consent to receive SMS messages is not a condition of any purchase or service. You may engage with our advisory practice without consenting to SMS, and we offer email and phone alternatives for all communications.

This SMS program is supported on the following major U.S. carriers, including but not limited to:

AT&T, Verizon Wireless, T-Mobile, Sprint, U.S. Cellular, Boost Mobile, Cricket Wireless, MetroPCS, Google Fi, Mint Mobile, and most major MVNOs.

T-Mobile is not liable for delayed or undelivered messages. Carriers are not liable for delayed or undelivered messages.

Your privacy is important to us. Information collected through this SMS program is handled in accordance with our Privacy Policy, which describes how we collect, use, store, and protect your personal information.

Read our Privacy Policy.

We may update these SMS Terms & Conditions from time to time. Changes will be posted on this page with an updated effective date. Continued participation in the SMS program after changes are posted constitutes acceptance of the updated terms.

BeWealth Advisory
Marcus Brutoco, Investment Advisor Representative
Dana Point, CA

Email: marcus@bewealth-advisory.com

Securities and investment advisory services offered through Fortuna Investors. Annuity and insurance products offered through Annuity Gator.