By opting in to SMS communications from Vital Wealth, you agree to receive both: Transactional messages, such as tax updates, account alerts, and appointment reminders, and marketing messages, such as service updates, promotions, and educational offers
Message frequency: You may receive up to 25 messages per month. Message and data rates may apply. Reply STOP to cancel at any time.
Privacy & Data Use:
At Vital Wealth, your privacy is a priority. We collect and use your contact and service-related data (e.g., email, phone, and tax service info) strictly for communication and service delivery. Your data is never shared without your consent.
Data Security & Retention:
We store data securely, with controlled access and retention policies in line with IRS guidelines. We retain your information for the duration of our relationship and up to 5 years after services end.
SMS Communications Include:
You may receive both transactional and marketing messages, up to 25 per month, related to tax deadlines, appointments, service updates, and promotions.
Questions? Contact us at hello@vitalwealth.com or 563-243-2300. Any policy updates will be posted to our website.