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SMS TERMS & CONDITIONS

Last updated: May 2026

 

 

By opting into SMS communications from Washington Avenue Advisors (“WAA,” “we,” “our,” or “us”), you agree to the following Terms & Conditions.

 

WAA uses SMS messaging for conversational and customer care purposes related to accounting and financial services. Messages are used exclusively for two-way discussions regarding ongoing client services, including but not limited to:

  • Notifying clients of deliverable timelines

  • Confirming completion of contracted work

  • Responding to customer questions and concerns

  • Providing account-related updates and support communications

 

Message Frequency

Message frequency may vary depending on your interactions with Washington Avenue Advisors and the services being provided.

 

Message & Data Rates

Message and data rates may apply depending on your mobile carrier and plan. WAA is not responsible for any charges incurred from receiving SMS messages.

 

Opt-In

By providing your mobile phone number and replying START to provide consent, you authorize WAA to send SMS communications to the number provided.

 

Opt-Out

You may opt out of SMS communications at any time by replying STOP to any message. After opting out, you will no longer receive SMS messages from WAA to the provided number unless you opt back in by texting START.

 

Customer Support

For assistance, reply HELP to any message or contact us at info@waadvisors.com or by phone at 844-678-1842.

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Privacy

Washington Avenue Advisors respects your privacy. Information collected as part of the SMS program will be used in accordance with our Privacy Policy.

 

Changes to Terms and Conditions

Washington Avenue Advisors reserves the right to update or modify these Terms & Conditions at any time. Changes will be effective immediately upon distribution of the revised policy to clients or posting on our website. We encourage you to review these Terms & Conditions periodically.

 

Contact Information

If you have questions regarding these Terms & Conditions, please contact info@waadvisors.com by email or by phone at 844-678-1842.

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© WAA 2023

WASHINGTON AVENUE ADVISORS

Tel: 844-678-1842

Email: info@waadvisors.com

Headquarters:
1146 South Washington Avenue

Lansing, MI 48910

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Raleigh Office:

2500 Regency Pkwy

Cary, NC 27518

Las Vegas Office 
2300 W Sahara Ave #800

Las Vegas, NV 89102 

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Terms & Conditions

Washington Avenue Advisors, LLC ("WAA") is a registered investment adviser located in Lansing, MI. WAA may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. RIA Firm Name’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of WAA's web site on the Internet should not be construed by any consumer and/or prospective client as WAA's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by WAA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of WAA, please contact the state securities regulators for those states in which WAA maintains a registration filing. A copy of WAA's current written disclosure statement discussing WAA's business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from WAA upon written request. WAA does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to WAA's web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

 

 

This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.

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