SMS Privacy Policy
Effective Date: 12/29/2025
Carolina Wealth Stewards, doing business as Rosewood Wealth Management, respects your privacy. This Privacy Policy explains how we collect, use, and protect your information.
Information We Collect
We may collect personal information you voluntarily provide, including your name, email address, and phone number when you sign up for communications.
SMS Communications
If you opt in to receive SMS messages from us, we will use your phone number solely to send messages related to our services, updates, reminders, or educational content. Message frequency varies. Message and data rates may apply. You may opt out at any time by texting STOP. Text HELP for assistance.
We do not sell or share SMS opt-in information with third parties for marketing purposes.
Use of Information
We use your information only to communicate with you and provide services you request.
SMS Terms of Service
By participating in this SMS messaging program from Carolina Wealth Stewards, doing business as Rosewood Wealth Management, you agree to the following terms:
Eligibility
You must be 18 years or older to opt in to receive SMS messages.Messages
You may receive messages related to services, updates, reminders, or educational content.Frequency
Message frequency varies.Fees
Message and data rates may apply depending on your carrier and plan.Opt-Out
You may opt out at any time by texting STOP. Once you opt out, you will no longer receive messages unless you opt back in.Customer Support
For assistance, text HELP or contact info@rosewoodwealthmanagement.comDisclaimer
We are not responsible for delayed or undelivered messages due to carrier issues.Changes to Terms
We reserve the right to update or modify these terms at any time without prior notice.
Contact
If you have questions, contact us at info@rosewoodwealthmanagement.com