Three Phases wealth Advisors, LLC
These terms govern the use of our services and communications. Last updated on July 18, 2026.
Communication Policies
Three Phases Wealth Advisors, LLC is committed to providing timely, relevant information regarding your accounts and our services. The following outlines our policies governing text messages and electronic mail.
SMS Marketing & Transactional Texts
We utilize SMS text messaging to deliver critical account updates, appointment reminders, and occasional marketing communications relevant to your wealth management strategy. Message and data rates may apply depending on your carrier plan. Message frequency varies based on your account activity and preferences.
IMPORTANT DISCLOSURE
By providing your phone number and email address, you expressly consent to receive informational and marketing communications from Three Phases Wealth Advisors, LLC via automated technology, including SMS messages and emails, under the Telephone Consumer Protection Act (TCPA) and CAN-SPAM Act. Consent is not a condition of purchasing any property, goods, or services.
Email Communications
We periodically send email newsletters, market updates, and exclusive advisory insights. All electronic mail campaigns sent by Three Phases Wealth Advisors, LLC comply strictly with the CAN-SPAM Act. Every marketing email includes a clear and conspicuous method to opt out of future communications.
Privacy, Opt-Out & Support
Privacy, Opt-Out, & Support Your privacy is paramount. We do not sell, rent, or trade your personal contact information to third parties. You maintain the right to revoke your communication consent at any time.
To opt out of SMS messages, reply 'STOP' to any text message received. After you text 'STOP', we will send you a final confirmation text and you will no longer receive SMS messages from us.
For assistance or support regarding our text messaging, reply 'HELP' to any text message received, or email [email protected].
To opt out of emails, click the 'Unsubscribe' link located at the bottom of our electronic mail.
Please note that opting out of marketing communications does not preclude us from sending necessary, transactional notices regarding your active accounts.
Eligibility & Carrier Disclaimers
Age Restriction: While any age may attend our webinars or browse our website, you must be at least 18 years of age to utilize our financial advisory services. By interacting with our platform, you represent and warrant that you meet this age requirement.
Carrier Liability: Mobile carriers are not liable for delayed or undelivered messages sent through our SMS programs.
Three Phases Wealth Advisors, LLC (“Three Phases Wealth Advisors”) is a registered investment advisor offering advisory services in North Carolina and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Three Phases Wealth Advisors in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Three Phases Wealth Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.