SMS Messaging Terms of Service

Last updated: October 2026

SMS Messaging Via Redtail Speak
Williams Asset Management uses Redtail Speak when our clients wish to
communicate via SMS. Below are the Terms of Service

1. This campaign allows financial advisory oƯices and their clients to converse and
   exchange SMS messages in a legally compliant manner. Message topics include
   support, appointment scheduling, account management, informational campaigns,
   and general customer interaction.
2. You can cancel the SMS messaging at any time. Just text “STOP” to the phone
   number. After you send the SMS message “STOP” to us, we will send you an SMS
   message to confirm that you have been unsubscribed. After this, you will no longer
   receive SMS messages from us. If you want to join again, just let us know as you did
   the first time and we will start sending SMS messages to you again.
3. If you are experiencing issues with the messaging program you can reply with the
   keyword HELP for more assistance, or you can get help directly at
   info@williamsasset.com or calling (410) 740-0220.
4. Carriers are not liable for delayed or undelivered messages.
5. As always, message and data rates may apply for any messages sent to you from us
   and to us from you. You will receive varying message frequency as the messaging is
   conversational in nature. If you have any questions about your text plan or data plan,
   it is best to contact your wireless provider.
6. If you have any questions regarding privacy, please read our privacy policy.