Who We Are

Note: This Policy is for SMS Marketing Only - This supplements and does not supersede Balanced Rock Investment Advisors' Privacy Policy, which is available here.

We collect your phone numbers only when you voluntarily provide them to us, for example, during scheduling, inquiries, or when you sign up for our promotional messages. You can opt-in to receive these SMS messages either by texting any of Balanced Rock Investment Advisors’ phone numbers or by checking the SMS consent box and providing your phone number when scheduling an initial meeting with us.

SMS consent and phone numbers will never be shared with third parties or affiliates under any circumstances. SMS consent is not shared with any third parties or affiliates for marketing purposes.

If you consent to receive SMS from Balanced Rock Investment Advisors, you agree to receive SMS about account notifications, document notifications, security notifications, scheduling notifications, and marketing our services.

Message rates may apply and messaging frequency may vary.

You may opt-out at any time by texting STOP. For additional assistance, text HELP.

Once you have opted out, we will not send you any more SMS messages, nor will we sell or transfer your phone number to another party.