Effective Date: December 19th, 2025
By opting in, you agree to receive SMS (text) messages from Palante Wealth Advisors, LLC (“Palante Wealth Advisors,” “we,” “us,” or “our”). These messages may include appointment reminders, service updates, educational information, event notifications, and other communications related to our financial planning services.
By providing your mobile phone number and opting in, you expressly consent to receive recurring SMS messages from Palante Wealth Advisors. Messages may be sent using automated or manual dialing systems. Consent to receive text messages is not a condition of purchasing any products or services.
You confirm that you are the owner or authorized user of the mobile number provided.
Message frequency may vary based on your relationship with Palante Wealth Advisors and your interactions with us. Typical messaging volume is limited and related to client service, planning updates, or requested information.
Message and data rates may apply depending on your mobile carrier and plan. Palante Wealth Advisors is not responsible for any charges incurred from your mobile carrier.
You may opt out of receiving SMS messages at any time. To stop receiving messages, reply STOP to any message you receive from us. After opting out, you will receive a confirmation message and will no longer receive SMS messages unless you opt in again.
For help or additional information, reply HELP to any message you receive, or contact us using the information below:
Palante Wealth Advisors, LLC
Website: https://palantewealth.com
Email: victor@palantewealth.com
Phone: 609-476-9269
We respect your privacy. Your mobile number and any information collected through our SMS program will be used solely for communication related to Palante Wealth Advisors’ services and will not be sold or shared with third parties for marketing purposes. We may also collect other types of personal information from you, including payment information, call and voicemail recordings or other data, or electronic meeting information, health and insurance information relevant to certain products, tax information, or account balances. We do not knowingly solicit information from consumers under eighteen (18) years of age and we do not knowingly market our products or services to individuals under eighteen (18) years of age.
For more information about how we handle personal data, please review our Privacy Policy at: https://palantewealth.com/privacy-policy-2/
Mobile carriers are not liable for delayed or undelivered messages.
We may update these SMS Terms & Conditions from time to time. Any changes will be posted on our website and will take effect upon posting. Continued participation in the SMS program constitutes acceptance of the updated terms.
If you have questions about these Terms or our SMS program, please contact:
Palante Wealth Advisors, LLC
Website: https://palantewealth.com
Email: victor@palantewealth.com
Phone: 609-476-9269