Terms & Conditions
Stewardship Wealth Management, LLC Terms & Conditions
1701 River Run, Suite 904, Fort Worth, TX 76107
Phone: (682) 499-5800 | Email: rfitzgerald@mystwm.com
https://www.stewardship-wealth.com
Effective date: August 18, 2026
These Terms & Conditions (“Terms”) govern your use of communications and services provided by Stewardship Wealth Management, LLC (“Stewardship Wealth Management,” “SWM,” “we,” “us,” or “our”), including our text messaging (SMS) program. By providing your phone number and opting in to receive text messages, or by otherwise engaging with our services, you agree to these Terms. Please read them carefully.
I. Eligibility Must be 18 or older
Our services and communications, including our text messaging program, are intended only for individuals who are 18 years of age or older. By opting in to receive messages or otherwise using our services, you represent and warrant that you are at least 18 years old. We do not knowingly collect information from or send program messages to anyone under the age of 18. If we learn that we have collected information from a person under 18, we will take reasonable steps to delete it.
II. Text messaging (SMS) program
By opting in through our website chat widget, you consent to receive informational and conversational text messages from Stewardship Wealth Management at the mobile number you provide. Messages may include appointment reminders, scheduling confirmations, service updates, and direct responses to your inquiries. We do not send promotional, sales, or marketing text messages. Message frequency varies.
Message and data rates may apply, depending on your mobile carrier and plan. Consent to receive text messages is not a condition of purchasing any product or service.
III. OPT-IN & OPT-OUT INSTRUCTIONS
You can cancel the SMS service at any time. Just text "STOP"to any text messages you recieve from us. After you send the SMS message "STOP" to us, we will send you an SMS message to confirm that you have been unsubscribed. After this, you will no longer receive SMS messages from us. If you want to join again, just sign up as you did the first time and we will start sending SMS messages to you again.
IV. Help
If you are experiencing issues with the messaging program you can reply with the keyword HELP for more assistance, or you can get help directly at rfitzgerald@mystwm.com or (682) 499-5800.
Carriers are not liable for delayed or undelivered messages
As always, message and data rates may apply for any messages sent to you from us and to us from you. Message frequency varies. If you have any questions about your text plan or data plan, it is best to contact your wireless provider.
If you have any questions regarding privacy, please read our privacy policy:
Privacy Policy
V. Carrier liability
Mobile carriers are not liable for delayed or undelivered messages.
VI. Your responsibilities
You agree to provide accurate and current information, including a mobile number that belongs to you, and to notify us if your number changes or is reassigned. You agree not to use our communications or services for any unlawful or unauthorized purpose.
VII. Privacy
Your privacy is important to us. Our collection and use of your information, including mobile opt-in data, are described in our Privacy Policy. As stated there, we do not sell or share mobile opt-in information or SMS consent with third parties oraffiliates for their marketing purposes. Please review our Privacy Policy for details.
VIII. Not investment, tax, or legal advice
Information provided through our communications and website is for general informational purposes only and is not intended as, and should not be relied upon as, individualized investment, tax, or legal advice. Please consult the appropriate professional regarding your specific situation. Securities and advisory services are offered through our broker-dealer and investment adviser relationships, as disclosed to you.
IX. Changes to these Terms
We may update these Terms from time to time. When we do, we will revise the effective date above. Your continued participation in our text messaging program or use of our services after changes take effect constitutes acceptance of the updated Terms.
X. Governing law
These Terms are governed by the laws of the State of Texas, without regard to its conflict-of-laws principles.
XI. Contact us
If you have questions about these Terms, please contact us:
Stewardship Wealth Management, LLC
1701 River Run, Suite 904, Fort Worth, TX 76107
Phone: (682) 499-5800
Email: rfitzgerald@mystwm.com
These Terms & Conditions are provided for general informational purposes and describe the current practices of Stewardship Wealth Management, LLC. We recommend they be reviewed by your compliance team and/or legal counsel, and coordinated with any terms or disclosures provided by your brokerdealer or investment adviser, before publication.