Effective Date: 05/01/2025
SMS Consent Communication: Information (Phone Numbers) obtained as part of the SMS consent process will not be
shared with third parties for marketing purposes.
Types of SMS Communications: If consent has been given to receive text messages from Northern Way Wealth Management, messages
may be received related to the following:
● Appointment reminders
● Promotions and special offers
● Service updates
Message Frequency: May vary depending on the type of communication. For example,
up to 10 SMS messages per week may be received related to appointments, promotions/special offers, and service updates.
Potential Fees for SMS Messaging: Standard message and data rates may apply, depending on the carrier’s pricing plan. These fees may vary if the message is sent domestically or internationally.
Opt-In Method: Opt-in to receive SMS messages from Northern Way Wealth Management can be done
by submitting an online form.
Opt-Out Method: Opting out of receiving SMS messages can be done at any time by replying “STOP” to any SMS message received. Alternatively, direct contact can be made to request removal from the messaging list.
Help: For any issues, reply with the keyword HELP. Alternatively, help can be obtained directly from us at (715) 551-4181
Additional Options: If SMS messages are not desired, the SMS consent box on forms can be left unchecked.
Disclosures:
Message and data rates may apply. Opt out at any time by texting “STOP.” For assistance, text “HELP” or visit our Privacy Policy and Terms and Conditions pages. Message frequency may vary
Contact Information: If you have questions about these Terms and Conditions, contact us at: