SMS Terms & Conditions
Advanced Wealth Management, LLC | Boutique Family Office
1. SMS Messaging Program
Advanced Wealth Management, LLC, doing business as Boutique Family Office (“AWM,” “Boutique Family Office,” “we,” “our,” or “us”), provides an optional SMS text messaging service to individuals who expressly consent to receive communications from our firm.
Our SMS program is designed to facilitate communication between our financial advisors, administrative staff, clients, and prospective clients who have requested information or services.
Messages may include:
- Appointment confirmations, scheduling, and reminders.
- Follow-up communications concerning requested meetings or financial planning services.
- Requests for documents or information necessary for financial planning.
- Account service updates, paperwork notifications, and administrative communications.
- Responses to inquiries initiated by clients or prospective clients.
Messages are generally initiated individually by authorized advisors or staff through our AdvisorOS client relationship management platform.
This SMS program does not include unsolicited marketing messages, promotional solicitations, or advertising.
2. Voluntary SMS Consent and Enrollment
Individuals may enroll in our SMS messaging program by completing our website contact form at:
To enroll, an individual must provide a valid mobile telephone number and affirmatively select the separate, optional SMS consent checkbox.
The checkbox is not preselected, and submitting the contact form without selecting the checkbox does not constitute consent to receive SMS messages.
The SMS consent disclosure identifies Advanced Wealth Management, LLC, describes the types of messages recipients may receive, and provides information about message frequency, message and data rates, and opt-out and support options.
Providing a telephone number, submitting an inquiry, or becoming a client does not, by itself, constitute consent to receive SMS messages.
Participation in our SMS program is voluntary and is not a condition of purchasing or receiving any financial advisory service.
We maintain records of SMS consent as appropriate, including the telephone number, consent status, date and time, and method of enrollment.
3. Message Frequency
Message frequency varies based on your appointments, financial planning activities, service requests, and ongoing communications with our firm.
Messages are sent as needed in connection with the services and inquiries for which you enrolled.
We do not guarantee a specific number of messages per week or month.
4. Message and Data Rates
Message and data rates may apply based on your mobile carrier and wireless service plan.
Advanced Wealth Management does not charge a separate fee for enrollment in its SMS program.
Please contact your wireless service provider for information about applicable messaging charges.
5. Opt-Out Instructions
You may withdraw your consent and stop receiving SMS messages at any time by replying STOP to a message from our SMS program.
You may also use supported opt-out keywords, including CANCEL, END, QUIT, and UNSUBSCRIBE.
After an opt-out request is processed, you may receive one final message confirming that you have been unsubscribed.
No additional SMS messages will be sent under this program unless you subsequently provide valid consent to re-enroll.
You may also contact us at service@awmfl.com to request removal from our SMS messaging program.
6. Help and Customer Support
For assistance with SMS communications, reply HELP to any text message from our program.
You may also contact:
Advanced Wealth Management, LLC
Doing business as Boutique Family Office
Phone: 888-778-5044
Email: service@awmfl.com
Website: https://boutiquefamilyofficecfo.com/
Our team can assist with SMS-related questions, enrollment, and opt-out requests.
7. Privacy and Protection of Mobile Information
We respect the confidentiality of your personal and financial information.
Mobile telephone numbers and SMS consent information collected through our messaging program are used to administer authorized communications and maintain records of consent.
We do not sell or share your SMS opt-in data or personal information with third parties or affiliates for marketing or promotional purposes.
Mobile information will not be shared with third parties or affiliates for their own marketing or advertising purposes.
We may disclose information to service providers that assist in operating our messaging systems, including communications technology providers, as necessary to deliver messages, maintain records, and support our services, subject to applicable confidentiality and security requirements.
SMS consent information will not be transferred to third parties for unrelated marketing purposes.
For additional information about our data practices, please review our:
8. Communication Security
Text messaging is not a secure method for transmitting sensitive financial or personal information.
Please do not send Social Security numbers, account passwords, complete financial account numbers, or other highly confidential information through ordinary SMS messages.
When sensitive documents or information are required, our team may direct you to an appropriate secure document-sharing or client portal.
9. Carrier Availability and Disclaimer
SMS message delivery depends on your wireless carrier, network availability, device compatibility, and other factors beyond our control.
Carriers are not liable for any delayed or undelivered messages.
Advanced Wealth Management cannot guarantee uninterrupted or error-free delivery of SMS communications.
SMS messages are provided for administrative and service-related communication and should not be relied upon for urgent financial instructions, securities transactions, or time-sensitive account activity.
10. Changes to SMS Terms
Advanced Wealth Management may modify these SMS Terms & Conditions to reflect changes in applicable law, carrier requirements, technology, or our communications practices.
Updated terms will be posted on our website with a revised effective date.
Where legally required, we will provide additional notice or obtain renewed consent before materially changing the nature of the SMS communications you have authorized.
11. Contact Information
For questions regarding these SMS Terms & Conditions or our messaging program, please contact:
Advanced Wealth Management, LLC
Doing business as Boutique Family Office
Phone: 888-778-5044
Email: service@awmfl.com
Website: https://boutiquefamilyofficecfo.com/
Privacy Policy: https://boutiquefamilyofficecfo.com/privacy-policy/ou accept the revised terms. Regular review of these SMS Terms is advised to stay informed of any changes.