Scope of Services
Rhame & Gorrell Wealth Management provides personalized financial services, including but not limited to:
• Wealth management
• Investment management
• Tax planning
• Estate planning
Services may be delivered in person or via virtual meetings, as determined by client preference and advisor availability.
These services are provided subject to the execution of appropriate agreements and compliance with all applicable regulatory requirements.
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No Client Accounts or Online Transactions
Our website does not require or permit the creation of user accounts. We do not collect payments online through our website. Any fees or compensation related to our services are governed by separate written agreements.
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Communications and SMS Terms
SMS Terms & Conditions
By providing your mobile phone number to Rhame & Gorrell Wealth Management, you are agreeing to receive recurring SMS/text messages for customer service, appointment reminders, and account notifications.
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Consent: Your consent to receive SMS is obtained through our website forms or during the account onboarding process.
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Frequency: Message frequency varies based on your interactions with us.
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Rates: Message and data rates may apply.
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Opt-Out: You can opt out at any time by replying STOP to any message.
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Help: For assistance, reply HELP or contact us at (832) 789-1100.
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Privacy: No mobile information will be shared with third parties or affiliates for marketing/promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
View our full Privacy Policy and Terms of Service.
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Intellectual Property
All content, trademarks, logos, and other intellectual property displayed on our website or in our materials are the property of Rhame & Gorrell Wealth Management or its licensors. Unauthorized use or reproduction is strictly prohibited.
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No Warranties or Guarantees
All services are provided on an “as-is” and “as-available” basis. We make no representations or warranties, express or implied, regarding the effectiveness, accuracy, completeness, or suitability of any financial plan, investment strategy, or advisory recommendation.
Investment outcomes are inherently uncertain, and past performance is not indicative of future results. You acknowledge that all investments involve risk, including the potential loss of principal.
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No Legal or Tax Advice
While our services may involve tax planning considerations, we do not provide legal advice. You should consult with an attorney or other qualified legal professional regarding your specific legal situation.
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Limitation of Liability
To the fullest extent permitted by law, Rhame & Gorrell Wealth Management shall not be liable for any direct, indirect, incidental, consequential, special, or punitive damages arising out of or related to your use of our services, including but not limited to lost profits, loss of data, or business interruption.
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Governing Law
These Terms shall be governed by and construed in accordance with the laws of the State of Texas, without regard to its conflict of law principles. Any disputes shall be resolved in the state or federal courts located in Harris County, Texas.
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Modifications to Terms
We reserve the right to update or modify these Terms at any time without prior notice. The updated Terms will be posted on our website with the revised effective date. Your continued engagement with our services constitutes your acceptance of the modified Terms.
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Contact Information
If you have any questions about these Terms or our services, please contact us at:
Rhame & Gorrell Wealth Management
[email protected]
