Terms & Conditions

These Terms & Conditions govern use of the Ellevation Wealth Management & Legacy Planning, LLC ("Ellevation") website and our text messaging program. By using this website, you agree to use it lawfully and in a manner that does not interfere with its operation or security.

Website content is provided for general educational and informational purposes and is not intended as individualized investment, tax, or legal advice. Individual circumstances vary, and appropriate professionals should be consulted regarding your specific situation.

When you separately opt in to receive text messages from Ellevation Wealth Management & Legacy Planning, you may receive conversational and service-related communications such as responses to your inquiry, scheduling or appointment communications, requested follow-up, and other communications related to your relationship or requested interaction with Ellevation. We will only send marketing or promotional text messages when the applicable consent has been obtained.

Message frequency varies. Message and data rates may apply. Your mobile carrier's messaging and data rates may apply to messages sent to or from Ellevation.

Consent to receive text messages is voluntary and is not a condition of receiving services from Ellevation.

Reply STOP to cancel recurring text messages. After an opt-out request is processed, you will no longer receive recurring text messages from that messaging program unless you later opt in again.

Reply HELP for help, or call Ellevation at 888.355.3886.

Wireless carriers are not liable for delayed or undelivered messages. Delivery of text messages is subject to effective transmission by your wireless service provider and network availability.

If your mobile number changes, please update your communication preferences with Ellevation so that our records remain current.

Your privacy is important to us. Mobile information and text messaging opt-in data and consent will not be sold, rented, or shared with third parties or affiliates for their marketing or promotional purposes.

Please review our Privacy Policy for additional information about how Ellevation collects, uses, protects, and shares information.