SMS-Terms and Conditions

By providing your mobile number and opting in, you consent to receive 1-to-1 text messages from Winthrop Wealth for client service and relationship communication (e.g. meeting logistics including reminders and external meeting links for Zoom or Teams, occasional educational resources including market commentary, and service updates). You opt in by providing your mobile number to Winthrop Wealth for business communications or by initiating a text conversation with us. Message frequency varies. Msg & data rates may apply. Reply STOP to opt out at any time. For support, reply HELP or contact info@winthropwealth.com / https://winthropwealth.com/contact/. Mobile opt-in information won’t be shared with third parties for marketing or promotional purposes. Please see our Privacy Policy for more information: https://winthropwealth.com/privacypolicy/

IMPORTANT: Do not send confidential information via SMS. Winthrop Wealth does not accept trade instructions or account orders via SMS.