Terms and Conditions

Last Updated: August 2026

Welcome to Wentworth Wealth Group. These Terms and Conditions (“Terms”) govern your access to and use of our website, services, and communications, including SMS (text message) communications. By accessing our website, using our services, or opting into communications with us, you agree to be bound by these Terms. If you do not agree to these Terms, please do not use our website or services.

1. Services Provided

Wentworth Wealth Group provides wealth advisory, financial planning, and related services to clients. Our services may include:

Personalized financial advice and wealth management

Investment portfolio management

Retirement planning services

Financial planning and consultation

Account notifications and service updates

SMS communication regarding your accounts and services

2. Website Use and Conduct

When using our website, you agree to:

Use the website only for lawful purposes and in a way that does not infringe on the rights of others or restrict their use and enjoyment of the website.

Provide accurate, truthful, and complete information when requested.

Not engage in any conduct that restricts or inhibits anyone’s use or enjoyment of the website.

Not attempt to gain unauthorized access to our systems or services.

Respect intellectual property rights and copyright protections.

3. SMS Communication Terms of Service

3.1 SMS Opt-In and Consent

By opting into SMS from a web form or other medium, you are agreeing to receive SMS messages from Wentworth Wealth Group. This includes SMS messages for customer care, account notifications, appointment reminders, service updates, and other business communications.

3.2 Types of SMS Messages

When you opt into SMS communications from Wentworth Wealth Group, you may receive the following types of messages:

Appointment Reminders: Confirmations and reminders for scheduled appointments with your advisor

Account Notifications: Important updates about your accounts, transactions, or account status

Order Alerts: Notifications about service requests, document delivery, and order status

Account Security: Alerts regarding account security and suspicious activity

Service Updates: Information about changes to our services or important policy updates

Customer Service: Responses to your inquiries and support messages

3.3 Message Frequency and Rates

Message Frequency:

Message frequency may vary depending on your account activity and the notifications you have elected to receive. You will not receive more than a reasonable number of messages per month, though frequency may increase during periods of high account activity.

Message and Data Rates:

Message and data rates may apply based on your mobile carrier’s plan. Standard message and data rates charged by your carrier will apply to all SMS communications you receive from us. Please check with your mobile carrier for details regarding your plan and any applicable charges.

3.4 SMS Opt-Out Instructions

To opt out and stop receiving SMS messages from Wentworth Wealth Group at any time, simply reply STOP to any message you receive from us. Once you reply STOP, we will discontinue sending you SMS messages. You may continue to receive transactional messages required by law even after opting out.

3.5 SMS Help and Support

If you need help or have questions about our SMS service, you can:

Reply HELP to any SMS message for assistance

Visit our website: www.wentworthwealthgroup.com

3.6 SMS Privacy

Your SMS consent and phone number are kept confidential. We maintain strict privacy standards regarding your SMS communications and do not share your phone number or SMS consent status with third parties or affiliates. For complete information about how we handle your information, please see our Privacy Policy.

3.7 Liability

While we make every effort to ensure timely and accurate delivery of SMS messages, we are not liable for any delays, failures, or errors in message delivery. We are not responsible for any issues related to your mobile carrier’s network, service interruptions, or any third-party systems. We recommend not relying solely on SMS for critical financial transactions; please contact us directly for urgent matters.

4. Limitation of Liability

TO THE FULLEST EXTENT PERMITTED BY LAW, WENTWORTH WEALTH GROUP SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES ARISING OUT OF OR IN CONNECTION WITH YOUR USE OF OUR WEBSITE, SERVICES, OR COMMUNICATIONS, EVEN IF WE HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

5. Disclaimer of Warranties

OUR WEBSITE AND SERVICES ARE PROVIDED ON AN “AS IS” AND “AS AVAILABLE” BASIS. WENTWORTH WEALTH GROUP MAKES NO WARRANTIES, EXPRESS OR IMPLIED, REGARDING THE WEBSITE OR SERVICES, INCLUDING ANY IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, OR NON-INFRINGEMENT.

6. Third-Party Links and Content

Our website may contain links to third-party websites and content. Wentworth Wealth Group is not responsible for the accuracy, completeness, or legality of third-party websites or content. Your use of third-party websites is at your own risk and subject to their terms and conditions.

7. Intellectual Property

All content on our website, including text, graphics, logos, images, and software, is the property of Wentworth Wealth Group or its content suppliers and is protected by international copyright and intellectual property laws. You may not reproduce, distribute, transmit, or display any content without our prior written permission.

8. Contact Information

If you have questions about these Terms and Conditions, our services, or wish to report a problem, please contact us:

Wentworth Wealth Group

Email: info@wentworthwealthgroup.com

Phone: 616-407-4710

Website: www.wentworthwealthgroup.com

For SMS assistance: Reply HELP to any text message or visit www.wentworthwealthgroup.com/contact

9. Changes to Terms and Conditions

We may update these Terms and Conditions from time to time. We will notify you of material changes by updating the “Last Updated” date and posting the updated Terms on our website. Your continued use of our website and services following the posting of changes constitutes your acceptance of those changes.

10. Governing Law

These Terms and Conditions are governed by and construed in accordance with the laws of the State of Michigan, without regard to its conflict of law principles. You agree to submit to the exclusive jurisdiction of the courts located in Michigan.

11. Severability

If any provision of these Terms and Conditions is found to be invalid or unenforceable, the remaining provisions shall continue in full force and effect.

Quick Reference Links:

Terms and Conditions: www.wentworthwealthgroup.com/terms

To opt out of SMS: Reply STOP to any message

For SMS help: Reply HELP to any message