Terms of Services
SMS Terms of Service
Perspective Wealth Advisors SMS Terms of Service
Effective Date: March 13, 2026
Perspective Wealth Advisors (“we,” “us,” or “our”) is a registered investment adviser located in Loveland, Colorado. By opting into our SMS program, you consent to receive text messages related to your financial advisory relationship with us. Messages may include: appointment reminders and scheduling confirmations, account alerts and important portfolio notifications, regulatory or compliance notices required by your advisory agreement, market updates and firm announcements, responses to inquiries submitted to our team, and onboarding or document-signing reminders. Message frequency varies based on your engagement and account activity. Standard message and data rates may apply.
3. How to Cancel (STOP)
You can cancel the SMS service at any time by texting “STOP” to the number from which you received our messages. After you send the SMS message “STOP” to us, we will send you an SMS message to confirm that you have been unsubscribed. After this, you will no longer receive SMS messages from us. If you want to join again, just sign up as you did the first time and we will start sending SMS messages to you again.
4. Help and Support
If you are experiencing issues with the messaging program, you can reply with the keyword HELP for more assistance, or you can get help directly at whitney@mypwa.com or by calling our toll-free support line at 970-212-2618.
5. Carrier Liability Disclaimer
Carriers are not liable for delayed or undelivered messages. Delivery of SMS messages is subject to the terms and conditions of your wireless carrier and may not be available in all areas or on all devices.
6. Message and Data Rates
As always, message and data rates may apply for any messages sent to you from us and to us from you. Message frequency varies depending on your account activity and interaction with our advisory services. If you have any questions about your text plan or data plan, it is best to contact your wireless provider.
7. Privacy Policy
If you have any questions regarding privacy, please read our privacy policy: www.mypwa.com/privacy-policy
8. Regulatory Notice
Perspective Wealth Advisors is registered as an investment adviser with the U.S. Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training. SMS communications from MyPWA are not intended to constitute investment advice and should not be relied upon as such. All investment advisory services are governed by your executed advisory agreement and applicable Form ADV disclosures.
Perspective Wealth Advisors | www.mypwa.com | whitney@mypwa.com | 970-212-2618
Registered Investment Adviser | Last Updated: March 2026