Terms and Conditions
Last updated: April 18, 2026
Please read these Terms and Conditions carefully before using the services offered by Convergence Wealth Partners LLC.
Agreement to Terms
By accessing or using our website at https://www.convergencewp.com or engaging with our services, you agree to be bound by these Terms and Conditions. If you do not agree to these terms, please do not use our services.
About Us
Convergence Wealth Partners LLC ("Company," "we," "us," or "our") is a financial services firm located at 5800 Airport Rd, Redding, CA 96002. You may contact us at info@convergencewp.com.
SMS / Text Messaging Terms
By providing your phone number and opting in to SMS communications, you agree to the following terms governing our text messaging program.
Opt-In and Consent
You may opt in to receive SMS messages from Convergence Wealth Partners LLC through one of the following methods:
Completing a form on our website at convergencewp.com that includes a checkbox to receive SMS communications
Verbally agreeing during an in-person event or consultation, followed by written confirmation via email
Texting START to our designated number
By opting in, you consent to receive text messages related to our services, including appointment reminders, follow-up communications, service updates, and other business-related messages. All opt-in records are stored in our CRM.
Opt-Out
You may opt out of receiving SMS messages at any time by replying STOP to any message you receive from us. After opting out, you will receive one final confirmation message and no further SMS communications will be sent. To opt back in, you may text START to our number at any time.
Help
Reply HELP for assistance, or contact us at info@convergencewp.com or 5800 Airport Rd, Redding, CA 96002.
Message Frequency
Message frequency varies based on your interactions and engagement with Convergence Wealth Partners LLC. We will not send excessive or unsolicited messages.
Message and Data Rates
Standard message and data rates may apply depending on your mobile carrier and plan. Convergence Wealth Partners LLC is not responsible for any charges incurred from your mobile carrier related to SMS communications.
Data Sharing
Your phone number and SMS consent information will not be sold, shared, or rented to third parties for their marketing purposes. Your information is used solely to communicate with you on behalf of Convergence Wealth Partners LLC in accordance with our Privacy Policy.
Supported Carriers
Our SMS program is supported by major US carriers including AT&T, Verizon, T-Mobile, and Sprint. Carrier support may vary.
Use of Our Services
Our website and services are intended for informational purposes related to wealth management and financial consulting. You agree to use our services only for lawful purposes and in a manner consistent with all applicable laws and regulations.
Intellectual Property
All content on our website, including text, graphics, logos, and images, is the property of Convergence Wealth Partners LLC and is protected by applicable intellectual property laws. You may not reproduce, distribute, or create derivative works without our express written permission.
Disclaimer of Warranties
Our website and services are provided on an "as is" and "as available" basis without warranties of any kind, either express or implied. We do not warrant that our website will be uninterrupted, error-free, or free of viruses or other harmful components.
Limitation of Liability
To the fullest extent permitted by law, Convergence Wealth Partners LLC shall not be liable for any indirect, incidental, special, consequential, or punitive damages arising from your use of our website or services, even if we have been advised of the possibility of such damages.
Financial Advice Disclaimer
The information provided on our website is for general informational purposes only and does not constitute financial, investment, legal, or tax advice. You should consult with a qualified professional before making any financial decisions.
Privacy Policy
Your use of our services is also governed by our Privacy Policy, which is incorporated into these Terms and Conditions by reference. Please review our Privacy Policy at https://www.convergencewp.com/privacy-policy.
Governing Law
These Terms and Conditions shall be governed by and construed in accordance with the laws of the State of California, without regard to its conflict of law provisions. Any disputes arising under these terms shall be subject to the exclusive jurisdiction of the courts located in Shasta County, California.
Changes to These Terms
We reserve the right to update or modify these Terms and Conditions at any time. We will notify you of any material changes by posting the updated terms on this page and updating the "Last updated" date. Your continued use of our services after any changes constitutes your acceptance of the new terms.
Contact Us
If you have any questions about these Terms and Conditions, please contact us:
By email: info@convergencewp.com
By mail: 5800 Airport Rd, Redding, CA 96002
By visiting: https://www.convergencewp.com/contact