Envision Wealth Partners
Effective Date: March 13, 2026
Last Updated: March 13, 2026

Program Description

Envision Wealth Partners operates an SMS messaging program to send appointment reminders, appointment confirmations, and appointment follow-up communications to clients who have opted in to receive text messages. This program is powered by GReminders on behalf of Envision Wealth Partners.

By providing your phone number and checking the opt-in box on our contact form, you consent to receive text messages from Envision Wealth Partners for the purposes described above.

Message Frequency

Message frequency varies based on your scheduled appointments and communications with our office.

Message and Data Rates

Message and data rates may apply. Charges are billed by and payable to your mobile service provider. Envision Wealth Partners is not responsible for any charges incurred.

Carrier Liability

Envision Wealth Partners and wireless carriers (such as T-Mobile, AT&T, Verizon, and others) are not liable for delayed or undelivered messages. Delivery of SMS messages is subject to effective transmission from your network operator.

How to Opt Out

You may opt out of receiving SMS messages from Envision Wealth Partners at any time by replying STOP to any message you receive from us. After opting out, you will receive a single confirmation message and no further messages will be sent.

How to Get Help

For help or more information, reply HELP to any message you receive, or contact us directly at:

Email: info@envisionwealthpartners.com
Phone: 336.376.7000

Privacy

Your privacy is important to us. Text message opt-in data and consent are not shared with any third parties. For full details on how we handle your information, please review our Privacy Policy.

Changes to These Terms

Envision Wealth Partners reserves the right to update these SMS Terms & Conditions at any time. Changes will be posted on this page with an updated effective date. Continued participation in the SMS program after changes are posted constitutes acceptance of the revised terms.

Contact Us

If you have questions about these SMS Terms & Conditions, please contact us at:

Envision Wealth Partners
845 S Main Street, Suite 200
Graham, NC 27253
info@envisionwealthpartners.com
336.376.7000