Privacy Policy
Holos Integrated Wealth is committed to protecting your privacy. This Privacy Policy explains how we collect, use, and protect information submitted through our website and how we communicate with individuals who opt in to receive SMS/text messages from us.
Information We Collect
Holos Integrated Wealth may collect personal information that you voluntarily provide through our website forms, including your name, email address, phone number, and any message or information you submit.
How We Use Your Information
We may use the information you provide to respond to inquiries, provide client service, schedule or confirm appointments, follow up on requests, and communicate with you about services you have requested.
Information Sharing
Holos Integrated Wealth does not sell personal information submitted through our website forms.
SMS consent and phone numbers collected for SMS communication purposes will not be shared with any third party or affiliates for marketing purposes.
SMS Terms & Conditions
SMS Consent Communication
By submitting a contact form and checking the SMS consent box, you agree to receive SMS messages from Holos Integrated Wealth.
The information obtained as part of the SMS consent process, including phone numbers, will not be shared with third parties for marketing purposes.
Types of SMS Communications
If you have consented to receive text messages from Holos Integrated Wealth, you may receive messages related to appointment reminders, meeting confirmations, client service follow-ups, document reminders, account-related notifications, and general client correspondence.
Example message:
“Hello, this is a reminder from Holos Integrated Wealth regarding your upcoming meeting. Reply STOP to opt out of SMS messaging at any time.”
Message Frequency
Message frequency may vary depending on the type of communication.
You may receive up to 4 SMS messages per month related to appointment reminders, meeting confirmations, client service follow-ups, document reminders, account-related notifications, and general client correspondence, unless additional communication is needed based on your request or client relationship.
Potential Fees for SMS Messaging
Message and data rates may apply depending on your mobile carrier’s pricing plan. These fees may vary if messages are sent domestically or internationally.
Opt-In Method
You may opt in to receive SMS messages from Holos Integrated Wealth by submitting a contact form on our website and checking the SMS consent box.
Opt-Out Method
You can opt out of receiving SMS messages at any time by replying “STOP” to any SMS message you receive from Holos Integrated Wealth. You may also contact us directly to request removal from our SMS messaging list.
Help
If you are experiencing issues or need assistance, you can reply “HELP” to any SMS message from Holos Integrated Wealth.
You can also contact us directly:
Phone: (484) 893-4599
Email: info@holosiw.com
Website: https://www.holosiw.com/
Additional Options
If you do not wish to receive SMS messages, you can choose not to check the SMS consent box on our website contact form.
Standard Messaging Disclosures
Message and data rates may apply.
Message frequency may vary.
You can opt out at any time by replying “STOP.”
For assistance, reply “HELP” or call (484) 893-4599.
