Terms And Condition | Achieve Wealth
Achieve Wealth

Terms And Conditions

Last Updated: 2026

1. Agreement to Terms & Consent

Achieve Wealth (referred to herein as "we," "us," and "our") owns and operates this website and any related mobile application. Your use of this site or mobile application is subject to the following terms and conditions.

PLEASE READ THESE TERMS OF USE CAREFULLY BEFORE USING THIS SITE OR MOBILE APPLICATION. BY USING THIS SITE OR MOBILE APPLICATION, YOU AGREE TO THESE TERMS OF USE. IF YOU DO NOT ACCEPT THESE TERMS OF USE, DO NOT USE THIS SITE OR MOBILE APPLICATION.

You acknowledge that these Terms of Use are supported by reasonable and valuable consideration, the receipt and sufficiency of which are hereby acknowledged, including your use of the site and receipt of data, materials, and information available through it.

2. About Achieve Wealth

Achieve Wealth is a trusted private wealth management firm helping individuals, families, and businesses build long-term financial security through strategic planning, personalized advice, and wealth-management solutions designed to support every stage of life. Services include Financial Planning, Wealth Management, Estate Planning Strategies, and Risk Management.

This is simply a brief description of the kinds of messages users can expect to receive when they opt in to our communications. You can cancel the SMS service at any time by texting "STOP" to (704) 618-7136. After you send the SMS message "STOP," we will confirm your unsubscription. After this, you will no longer receive SMS messages from us. If you want to join again, simply sign up as you did the first time.

  • If you are experiencing issues with the messaging program, reply with the keyword HELP for more assistance, or contact us directly at (704) 618-7136.
  • Carriers are not liable for delayed or undelivered messages.
  • Message and data rates may apply for any messages sent to you from us and to us from you. If you have questions about your text or data plan, contact your wireless provider.

3. SMS Messaging Program

3.1 Program Name

Achieve Wealth SMS Alerts

3.2 Program Description

By opting into our SMS messaging program, you agree to receive updates, alerts, reminders, appointment confirmations, financial insights, service-related information, and other communications from Achieve Wealth.

3.3 Message Frequency & Rates

Message frequency may vary and may be limited to up to 3 messages per week. Message and data rates may apply for messages sent to you from us and to us from you. For questions about your text or data plan, contact your wireless provider.

3.4 Carrier Disclaimer

Carriers are not liable for delayed or undelivered messages.

4. Opt-In / Opt-Out

4.1 Consent

By subscribing to our SMS program:

  • You represent that you are at least 18 years old.
  • You affirm that you are the owner or authorized user of the phone number provided.
  • You explicitly consent to receive SMS messages from Achieve Wealth.

4.2 Opt-Out Instructions

You can cancel the SMS service at any time. Simply text "STOP" to the shortcode. Upon sending "STOP," we will confirm your unsubscribe status via SMS. After this confirmation, you will no longer receive SMS messages from us. To rejoin, sign up again as you did initially.

4.3 Customer Support

If you experience issues with the messaging program or need assistance, reply with the keyword "HELP" for more information, or contact us directly at:
Email: [email protected]
Phone: (704) 618-7136

5. Modifications

We reserve the right to modify or otherwise update these Terms of Use at any time and you agree to be bound by such modifications, updates, and revisions. You should visit this page from time to time to review the current terms. We may change the site or mobile application or delete content or features at any time, in any way, for any or no reason at our sole discretion.

6. Copyright

All information, materials, functions, and other content provided on this site or mobile application — such as text, graphics, images, and logos — is our property or the property of our licensors and is protected by U.S. and international copyright laws. The collection, arrangement, and assembly of all content on this site is our exclusive property. Except as stated herein or otherwise authorized in writing by us, no material from the site may be copied, reproduced, republished, uploaded, posted, transmitted, or distributed in any way. Any unauthorized use is strictly prohibited.

7. Trademarks

Unless otherwise noted, the trademarks, service marks, trade dress, trade names, and logos used and displayed on this site are our registered and unregistered trademarks and those of our licensors. Nothing on this site should be construed as granting any license or right to use any trademark displayed herein. Our trademarks may not be used in connection with any product or service that is not ours, or in any manner likely to cause confusion or that disparages us.

8. Account Registration & Back Office Access

Access to client portals or back-office areas is limited to those who have been granted such access and is controlled through a username and password. You agree to maintain the confidentiality of your credentials and will not disclose them to any other person or entity. You are solely responsible for all activity conducted under your username and password.

You agree to provide, maintain, and update true, accurate, current, and complete information as prompted during registration. You shall not impersonate any person or entity or misrepresent your identity. You agree to promptly notify us of any unauthorized use of your account or any other breach of security.

We may suspend or terminate your account for failure to comply with these Terms, for infringing copyright, or for any other reason whatsoever.

9. Privacy Policy

Achieve Wealth respects your privacy and the privacy of other visitors to the site. By agreeing to these Terms, you acknowledge that you have read and understand our Privacy Policy, which is available at: https://achieve-wealth.com/privacy-policy

For privacy-related inquiries, please contact us using the information provided in Section 15.

10. Website Usage

10.1 Permitted Use

We grant you a limited license to access and make personal use of the site and its content, subject to these Terms. Neither this site nor any portion of its content may be reproduced, duplicated, copied, sold, resold, or otherwise exploited for any commercial purpose not expressly permitted by us in writing.

10.2 Intellectual Property

All website content, including text, images, graphics, logos, and other branding elements, is the property of Achieve Wealth or its licensors and is protected by applicable intellectual property laws. Content may not be copied, distributed, or used without explicit written permission.

10.3 No Financial Advice via Website

The content on this site is for informational purposes only and does not constitute legal, tax, financial, medical, or professional advice unless explicitly stated in writing by a licensed advisor. Always seek the advice of a qualified professional before making any financial decision. Reliance on any information appearing on this site is strictly at your own risk.

11. Data Sharing & Non-Sharing Clause

Achieve Wealth does not share, sell, or rent your mobile phone number or SMS opt-in consent data with any third parties or affiliates for marketing or promotional purposes.

Information may be shared with trusted service providers that assist in delivering the SMS or CRM service. These providers are authorized to use your information only as necessary to perform services on our behalf and under strict confidentiality agreements.

All SMS opt-in consent data is excluded from sharing and will never be provided to any third party for marketing or promotional use.

12. Children

Achieve Wealth is committed to the safety of children. By using this website or mobile application, you represent, acknowledge, and agree that you are at least 18 years of age. Our services are intended for adults only. We do not solicit or knowingly collect personally identifiable information from children under the age of 13. Persons under the age of 18 may not enroll in advisory services or enter into financial agreements through this platform.

13. Disclaimer of Warranties

ALL CONTENT INCLUDED IN OR AVAILABLE THROUGH THIS SITE OR MOBILE APPLICATION IS PROVIDED "AS IS" AND "AS AVAILABLE" WITHOUT WARRANTIES OF ANY KIND. TO THE FULLEST EXTENT PERMISSIBLE PURSUANT TO APPLICABLE LAW, WE DISCLAIM ALL WARRANTIES, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, ACCURACY, COMPLETENESS, AVAILABILITY, SECURITY, COMPATIBILITY, AND NONINFRINGEMENT.

WE DO NOT WARRANT THAT THE CONTENT IS ACCURATE, ERROR-FREE, OR CORRECT, THAT THIS SITE WILL BE AVAILABLE AT ANY PARTICULAR TIME, OR THAT ANY DEFECTS WILL BE CORRECTED. INFORMATION PROVIDED THROUGH THIS WEBSITE OR SMS COMMUNICATIONS DOES NOT CONSTITUTE LEGAL, TAX, FINANCIAL, OR PROFESSIONAL ADVICE UNLESS EXPLICITLY STATED IN WRITING. SERVICES, AVAILABILITY, PRICING, AND INFORMATION ARE SUBJECT TO CHANGE WITHOUT NOTICE. NO GUARANTEES ARE MADE REGARDING OUTCOMES, RESULTS, OR INVESTMENT PERFORMANCE.

14. Limitation of Liability

UNDER NO CIRCUMSTANCES, INCLUDING NEGLIGENCE, SHALL Achieve Wealth, OUR LICENSORS, SERVICE PROVIDERS, OR SUPPLIERS BE LIABLE TO YOU OR ANY OTHER PERSON FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, OR CONSEQUENTIAL DAMAGES — INCLUDING LOST PROFITS OR PROPERTY DAMAGE — ARISING FROM:

  • Your use of or inability to use this site or SMS services
  • Reliance on information provided through this website or SMS communications
  • Any errors, omissions, interruptions, or delays in service
  • Technical issues affecting the website or messaging services
  • The conduct or actions, whether online or offline, of any other user or third party

IN NO EVENT SHALL OUR TOTAL LIABILITY TO YOU FOR ALL DAMAGES, LOSSES, AND CAUSES OF ACTION EXCEED THE AMOUNT PAID BY YOU, IF ANY, OR $100 (WHICHEVER IS LESS). THE LIMITATIONS IN THIS SECTION APPLY TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW.

15. Third-Party Links

Our website may contain links to third-party websites for additional resources. We have not reviewed all such sites and are not responsible for their content, privacy policies, or practices. We do not endorse any third-party website. If you access any third-party websites linked from this site, you do so at your own risk.

16. Claim of Copyright Infringement

We respect the intellectual property rights of others. If you believe that your copyrighted property has been infringed upon, please provide our designated agent the following written information:

  • A physical or electronic signature of the person authorized to act on behalf of the copyright owner
  • A description of the copyrighted work claimed to have been infringed
  • A description of where the infringing material is located on our site
  • Your physical address, telephone number, and email address
  • A statement of good faith belief that the disputed use is not authorized by the copyright owner, its agent, or the law
  • A statement, made under penalty of perjury, that the above information is accurate and that you are the copyright owner or authorized to act on their behalf

Achieve Wealth
Attn: Copyright Agent
Email: [email protected]
Phone: (704) 618-7136
Address: 350 West 42nd Street, Apartment 28B, New York NY 10036

17. Modifications to Terms

We reserve the right to update or modify these Terms at any time without prior notice. Any updated Terms will be posted on this page with a revised "Last Updated" date. Your continued use of our website and services after changes are posted constitutes your acceptance of the updated Terms.

18. Governing Law

These Terms shall be governed by and construed in accordance with the laws of the State of New York, without regard to conflict of law principles. You agree that any action at law or in equity arising out of or relating to these Terms shall be filed only in the state or federal courts located in New York, and you hereby consent and submit to the personal jurisdiction of such courts for the purposes of litigating any such action.

YOU AGREE THAT ANY CAUSE OF ACTION YOU MAY HAVE ARISING OUT OF OR RELATED TO THESE TERMS OR THIS SITE MUST COMMENCE WITHIN ONE (1) YEAR AFTER THE CAUSE OF ACTION ACCRUES; OTHERWISE, SUCH CAUSE OF ACTION SHALL BE PERMANENTLY BARRED.

19. Refund Policy

Achieve Wealth offers a 100% 30-day money-back guarantee on applicable service fees. Please contact [email protected] to request any refunds within 30 days of the transaction. Refund eligibility is subject to review and may vary based on the nature of the service rendered.

20. General Provisions

If any provision of these Terms of Use shall be unlawful, void, or for any reason unenforceable, then that provision shall be deemed severable from these Terms and shall not affect the validity and enforceability of any remaining provisions.

Our failure to assert any right or provision under these Terms shall not constitute a waiver of such right or provision. We make no representations that the content on this site is appropriate or available for use in any particular location. Those who choose to access the site do so on their own initiative and are responsible for compliance with all applicable local laws.

21. Contact Information

For any questions regarding these Terms and Conditions, please contact us:

Achieve Wealth
Email: [email protected]
Phone: (704) 618-7136
Address: 350 West 42nd Street, Apartment 28B, New York NY 10036

By using this website and opting into our services, you acknowledge that you have read, understood, and agreed to these Terms and Conditions.