Effective Date: April 23, 2026
These Terms and Conditions ("Terms") govern your use of this website, operated by Dynamic Wealth Strategies. By visiting this website or submitting the opt-in form, you agree to these Terms. If you do not agree, please do not submit the form.
This website is operated by Dynamic Wealth Strategies for the purpose of allowing interested individuals to opt in to receive informational SMS messages and to request a consultation with Adam Tau.
The content on this website is for informational and promotional purposes only. It does not constitute investment advice, financial planning advice, tax advice, or legal advice. It should not be relied upon as the basis for any financial or investment decision.
By checking the SMS consent box on this website, you consent to receive recurring automated SMS text messages from Dynamic Wealth Strategies as part of the Dynamic Wealth Strategies SMS Program. Message types include appointment reminders, follow-up notifications, and scheduling confirmations related to financial planning consultations. We do not send promotional or marketing text messages.
Message frequency: Message frequency varies.
No mobile information sharing: No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. All the categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
Message and data rates may apply. Standard messaging rates from your wireless carrier apply to all messages sent and received.
To opt out: Reply STOP to any message at any time. You will receive one final confirmation message and no further messages will be sent. You may also opt out by emailing adam@plandynamicwealthinc.com.
For help: Reply HELP or contact us at adam@plandynamicwealthinc.com or (646) 838-0161.
Carrier liability: Carriers (such as AT&T, Verizon, T-Mobile, and others) are not liable for delayed or undelivered messages.
Opt-in is not a condition of purchase. Your consent to receive SMS messages is not a condition of purchasing any service or receiving any advisory relationship with Dynamic Wealth Strategies.
You must be at least 18 years of age to use this website and to opt in to receive SMS messages from Dynamic Wealth Strategies. By submitting the opt-in form, you represent and confirm that you are at least 18 years old. We do not knowingly collect personal information from individuals under the age of 18.
Visiting this website, viewing its content, or submitting the opt-in form does not create an investment advisory relationship, a fiduciary relationship, or any other professional relationship between you and Dynamic Wealth Strategies. An advisory relationship is established only upon execution of a written investment advisory agreement.
Nothing on this website represents a guarantee, promise, or assurance of any particular investment outcome or financial result. Investment involves risk, including the possible loss of principal.
By submitting the opt-in form, you expressly consent to be contacted by Dynamic Wealth Strategies by SMS at the mobile number you provided (as described in SMS Program Terms above), by phone call at the number you provided, and by email at the address you provided. This consent is not a condition of purchasing any service.
To the fullest extent permitted by applicable law, Dynamic Wealth Strategies and its officers, employees, and agents shall not be liable for any indirect, incidental, special, or consequential damages arising from your use of this website. Our total liability for any claim arising from this website shall not exceed $100.
This website may contain links to third-party websites. We are not responsible for the content, privacy practices, or terms of any third-party site. Visiting linked sites is at your own risk.
All content on this website, including text, graphics, logos, and design, is the property of Dynamic Wealth Strategies or its licensors. You may not copy, reproduce, or distribute any content without prior written permission.
These Terms are governed by the laws of the State of Florida, without regard to conflict of law principles. Any dispute shall be resolved in the courts of Florida.
Dynamic Wealth Strategies is a registered investment adviser. Investment advisory services are offered through AE Wealth Management, LLC. Registration with the SEC or a state securities authority does not imply a certain level of skill or training. Additional information, including our Form ADV Part 2, is available upon request or at adviserinfo.sec.gov.
Dynamic Wealth Strategies
Email: adam@plandynamicwealthinc.com
Phone: (646) 838-0161
Website: dynamicwealthinc.com