In today’s busy world, we know that communication should be easy and efficient. This is why we have developed the ability to communicate via text message with individuals we work with or communicate with, including clients, individuals considering our services, and professional contacts.
Our services may include investment advisory services provided by Forvis Mazars Wealth Advisors, LLC, an SEC-registered investment adviser, and/or accounting, tax, and related solutions provided by Forvis Mazars, LLP. As an SEC‑regulated adviser, all text communications with Forvis Mazars Wealth Advisors, LLC are subject to record retention requirements, compliance monitoring and review, and may be produced to the SEC or other regulators upon request.
Text messaging is not a secure method of communication. Please do not include sensitive personal or financial information such as account numbers, banking instructions, or Social Security numbers. Withdrawal or trading requests should not be submitted via text message; please contact your advisor directly regarding those requests. Official records of trades and withdrawals will be reflected in your custodial statements and confirmations.
If you receive a text message in error, please delete the communication immediately without copying or further dissemination. We appreciate your cooperation.
We may obtain your consent to communicate via text message through written communication, onboarding documentation, or verbal consent. We will not sell your information or use it for solicitation purposes. For additional information about how we safeguard your information, please review our Privacy Policy.
Message and data rates may apply, and message frequency may vary based on communication needs and preferences. You may opt out of text communications at any time by replying STOP. Reply START to resume text communications.