Terms & Conditions

These SMS Terms & Conditions apply to text messages sent by Omega2 Wealth Management (Omega² Wealth Management, "Omega2 Wealth," "we," "our," or "us") from or on behalf of (817) 500-0556. By opting in, you agree to these terms and to our Privacy Policy.

1. SMS Consent Communication

The information (including your phone number) obtained as part of the SMS consent process will not be shared with third parties for marketing purposes.

2. Types of SMS Communications

If you have consented to receive text messages from Omega2 Wealth, you may receive messages related to the following:

• Appointment reminders
• Follow-up messages
• Billing inquiries
• Offers (if applicable)

Example:

"Hello, this is a reminder of your upcoming appointment with [Advisor Name] at Omega2 Wealth Management, 1670 Keller Pkwy, Suite 263, Keller, TX, on [Date] at [Time]. Reply STOP to opt out of SMS messaging at any time."

3. Message Frequency

Message frequency may vary depending on the type of communication. You may receive up to 2 SMS messages per week regarding your appointments or account status.

4. Potential Fees for SMS Messaging

Standard message and data rates may apply, depending on your carrier's pricing plan. These fees may vary if the message is sent domestically or internationally.

5. Opt-In Method

You may opt in to receive SMS messages from Omega2 Wealth in the following ways:

• Verbally, during a conversation
• By submitting an online form
• By filling out a paper form

Consent to receive SMS messages is not a condition of purchasing any product or service.

6. Opt-Out Method

You can opt out of receiving SMS messages at any time by replying "STOP" to any SMS message you receive. Alternatively, you can contact us directly to request removal from our messaging list.

7. Help

If you experience any issues, reply with the keyword HELP. Alternatively, you can get help directly from us at https://omega2.com/#contact.

Additional options: support@omega2.com or (817) 500-0556.

If you do not wish to receive SMS messages, leave the SMS consent box on our forms unchecked.

8. Standard Messaging Disclosures

• Message and data rates may apply.
• You can opt out at any time by texting "STOP."
• For assistance, text "HELP" or visit our Privacy Policy and Terms & Conditions pages.
• Message frequency may vary.
• Carriers are not liable for delayed or undelivered messages.

9. Recordkeeping

Text messages exchanged with Omega2 Wealth are captured, retained, and supervised in accordance with FINRA, SEC, and broker-dealer recordkeeping requirements, as described in our Privacy Policy.