Effective Date: 2.25.2026
Last Updated: 2.25.2026
1. Introduction
Welcome to EDG Wealth Management, Inc. (“EDG Wealth,” “we,” “us,” or “our”). These Terms of Service (“Terms”) govern your use of our website https://edgwealth.com (the “Website”), our services, and any communication you receive from us, including by SMS/text message, email, or telephone.
By accessing or using the Website or providing your contact information, you agree to comply with and be bound by these Terms. If you do not agree with any part of these Terms, you should not access or use the Website or provide your information.
References in these Terms to “you” and “your” mean the individual or entity accessing, using, or otherwise benefiting from the Website or our services.
2. Services
EDG Wealth provides financial planning, investment advisory, wealth management, and related services. We may communicate with you via email, telephone, SMS/text message, or other permitted methods in connection with your inquiry, appointment requests, or ongoing service needs.
3. User Eligibility
By using our Website or submitting your information, you represent and warrant that you are at least 18 years old and have the legal capacity to enter into contracts and agreements.
4. SMS/Text Messaging Terms
By providing your mobile phone number to EDG Wealth, whether through this Website, a LinkedIn Lead Gen Form, or another written or digital form, you consent to receive SMS/text messages from us.
4.1 Types of Messages
You may receive SMS/text messages from EDG Wealth regarding:
- Responses to your inquiries or requests;
- Appointment confirmations, reminders, or updates;
- Follow-ups related to content you have downloaded (e.g., guides, reports);
- Service-related communication and administrative updates;
- Other informational or operational messages related to your engagement with us.
These messages are not promotional in nature unless you have otherwise expressly opted in to receive promotional content.
4.2 Message Frequency
Message frequency may vary depending on your interaction with EDG Wealth and your communication preferences. There is no guaranteed number of messages.
4.3 Message & Data Rates
Standard message and data rates may apply to SMS/text messages sent or received from your mobile carrier. These charges are the responsibility of the message recipient.
4.4 Opt-Out / STOP Instructions
You may opt out of receiving future SMS/text communications from us at any time by replying STOP to any text message you receive from EDG Wealth. After opting out, you may receive a one-time confirmation message.
4.5 HELP / Support Instructions
If you need assistance with SMS/text messaging policies or wish to request support, reply HELP or contact us at the support contact listed below.
4.6 Mobile Information Sharing and Third Parties
We do not sell, rent, or lease your mobile phone number to third parties for their own marketing purposes. We may share your phone number with trusted service providers (e.g., telephony platforms, SMS delivery vendors) solely to enable SMS/text messaging on our behalf.
Mobile carriers are not liable for delayed or undelivered messages.
5. Opt-In Consent and Documentation
Your consent to receive communications from EDG Wealth is obtained at the point of collection, which may include our Website forms, LinkedIn Lead Gen forms, or other authorized consent mechanisms. You voluntarily provide your phone number and are informed that by providing such information, you agree to receive communications via SMS/text or email.
We keep records documenting your consent as part of our compliance and regulatory obligations.
6. Privacy Policy
Your use of the Website and our services is also governed by our Privacy Policy, available at: https://staging.lusonwp.com/edgwealth/wp-content/uploads/sites/45/2026/02/privacy-policy-2026.pdf
The Privacy Policy explains what information we collect, how we use and share information, how we secure data, and your rights with respect to your personal information. By using our Website and services, you agree to the terms of the Privacy Policy.
7. Emails and Other Electronic Communications
In addition to SMS/text messaging, we may communicate with you via email or other electronic messages. You may opt out of marketing emails at any time by using the unsubscribe link contained in those messages. You may still receive transactional or service-related email communications after opting out of marketing emails.
8. Acceptable Use of the Website
You agree not to use the Website or any EDG Wealth service to:
- Send spam or unsolicited communications;
- Upload or transmit viruses, malware, or other harmful code;
- Impersonate any person or entity;
- Violate any applicable laws or regulations;
- Interfere with the operation or security of the Website.
We reserve the right to terminate or restrict access to the Website or our services for any behavior that we determine, in our sole discretion, violates these Terms or harms the Website or others.
9. Intellectual Property
All content on the Website, including text, graphics, logos, icons, images, and software, is the property of EDG Wealth or its licensors and is protected by applicable intellectual property laws. You may not copy, modify, distribute, or reproduce any content from the Website without our prior written consent.
10. Limitation of Liability
TO THE FULLEST EXTENT PERMITTED BY APPLICABLE LAW, EDG WEALTH AND ITS AFFILIATES, OFFICERS, EMPLOYEES, AGENTS, OR REPRESENTATIVES WILL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, CONSEQUENTIAL, SPECIAL, OR EXEMPLARY DAMAGES ARISING OUT OF OR IN CONNECTION WITH YOUR USE OF THE WEBSITE OR THE SERVICES, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.
11. Indemnification
You agree to defend, indemnify, and hold harmless EDG Wealth and its affiliates, officers, employees, agents, and representatives from and against any and all claims, liabilities, losses, damages, costs, and expenses (including attorneys’ fees) arising out of your use of the Website, your violation of these Terms, or your violation of any rights of another.
12. Changes to These Terms
We may update these Terms from time to time in our sole discretion. Changes will be effective when we post the updated Terms on the Website, and the “Last Updated” date at the top will be revised accordingly. Your continued use of the Website or services after changes are posted constitutes your acceptance of the updated Terms.
13. Governing Law
These Terms are governed by and construed in accordance with the laws of the State of California, without regard to its conflict of laws principles.
14. Contact Information
If you have questions about these Terms, the Privacy Policy, or our practices, please contact:
EDG Wealth Management, Inc.
Address: 333 University Ave suit 200
333 University Ave, Sacramento, CA 95825, USA
Phone: [916] 359-2750
Email: ed@edgwealth.comWebsite: https://edgwealth.com