Pinion Wealth Management, LLC (“Pinion Wealth”, “we”, “us”, or "our") offers its clients and prospects the option to receive recurring operational, transactional, and informational text messages. These messages include, but are not limited to, appointment reminders, account notifications, and service updates (the "Program").

1. Program Description & Message Frequency

By explicitly opting into the Program via our online website forms (such as our 'Contact Us' or consultation scheduling forms) and providing your mobile phone number, you agree to receive text messages from Pinion Wealth Management, LLC. Message frequency varies depending on your interaction with our services, account activity, and schedule changes.

2. Carrier Fees and Data Rates

Message and data rates may apply for any messages sent to you from us and to us from you. Pinion Wealth does not charge a fee to receive text messages; however, your mobile carrier’s standard messaging and data rates apply according to your wireless plan. If you have questions about your text or data plan, please contact your wireless provider.

3. How to Opt-Out (Cancellation)

You can cancel the SMS service at any time. To stop receiving text messages from Pinion Wealth Management, LLC, reply "STOP" to any mobile message you receive from us. After you send the SMS message "STOP" to us, we will send you a final SMS message to confirm that you have been successfully unsubscribed. After this confirmation, you will no longer receive SMS messages from that specific number unless you choose to opt-in again.

4. How to Get Help or Support

If you are experiencing issues with the messaging program or have questions, you can reply "HELP" to any message you receive from us for more instructions. Alternatively, you can get help directly by emailing us at info@pinionwealth.com or by calling our office at 316-682-8344.

5. Supported Carriers

The Program is available through major wireless carriers, including but not limited to AT&T, T-Mobile, and Verizon Wireless. Carriers are not liable for delayed or undelivered messages.

6. Privacy Policy

Pinion Wealth Management, LLC respects your privacy. All user data, including mobile numbers collected through our opt-in process, will be handled strictly in accordance with our Privacy Policy. We do not sell, rent, or share SMS consent or phone numbers with third parties or affiliates for marketing purposes.

Investment advisory services offered through Pinion Investment Advisors, LLC doing business as Pinion Wealth. NOT FDIC INSURED - NOT BANK GUARANTEED - MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL - NOT INSURED BY ANY STATE OR FEDERAL AGENCY

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