Terms of Service

Effective Date: 10/01/2026 

These Terms of Service ("Terms") govern the use of SMS text messaging communications provided by Summerfield Wealth Advisors, LLC ("SWA"). 

By opting in to receive text messages from SWA, you agree to these Terms.

The Summerfield Wealth Advisors SMS Program provides clients and prospective clients with communications related to:

• Appointment reminders
• Appointment scheduling and confirmations
• Account and policy updates
• Client service notifications
• General administrative and support communications

Message frequency varies based on your relationship with SWA and the services you request.

Message and data rates may apply.

You may opt out of receiving SMS messages at any time by replying STOP to any text message. Upon receipt of your request, you will no longer receive SMS communications from SWA unless you subsequently opt in again. 

For assistance, reply HELP to any message or contact us directly: 

Summerfield Wealth Advisors, LLC 
7092 Summerfield Road, Suite B 
Summerfield, NC 27358 
Phone: (336) 262-5459 
Email: SummerfieldWealthAdvisors@swa.llc 

Your privacy is important to us. Please review our Privacy Policy for information regarding how we collect, use, and protect your information. 

Carriers are not liable for any delayed or undelivered messages. 

If your mobile phone number changes, you may notify us by contacting our office so that we can update our records. Failure to update your number will not result in any liability or obligation on your part. 

SWA reserves the right to modify these Terms at any time. Updated Terms will be posted on this page with a revised effective date. 

Questions regarding these Terms may be directed to: 

Summerfield Wealth Advisors, LLC 
7092 Summerfield Road, Suite B 
Summerfield, NC 27358 
Phone: (336) 262-5459 
Email: SummerfieldWealthAdvisors@swa.llc