Effective Date: March 1, 2026

Barrett Wealth Group (“we,” “our,” or “us”) respects your privacy and is committed to protecting the personal information you share with us. This SMS Privacy Policy describes how we collect, use, and protect information in connection with our text message (SMS/MMS) communications program.

By opting in to receive text messages from Barrett Wealth Group, you agree to the terms of this SMS Privacy Policy.

1.

When you opt in to our SMS program, we may collect the following information:

• Your mobile phone number
• Your name and contact details (if provided)
• Message content and communication history
• Device information and carrier data
• Date, time, and frequency of messages sent and received

2.

We use the information collected through our SMS program for the following purposes:

• To send appointment reminders and confirmations
• To provide updates about your accounts, portfolios, or financial plans
• To share important regulatory or compliance-related notices
• To respond to your inquiries and provide customer support
• To send information about our financial advisory services (with your consent)
• To comply with applicable laws and regulations

We will never use your mobile number for any purpose other than those described above without your explicit consent.

3.

You may opt in to receive SMS messages from Barrett Wealth Group by:

• Completing a written or electronic consent form
• Texting a designated keyword to our short code or long code number
• Providing your mobile number and verbal or written consent during a client onboarding process

By opting in, you confirm that you are the authorized user of the mobile number provided and that you consent to receive text messages from Barrett Wealth Group. Message and data rates may apply.

4.

You may opt out of receiving SMS messages from Barrett Wealth Group at any time by:

• Replying STOP to any text message you receive from us
• Contacting us directly at the information provided below

Once you opt out, you will receive a one-time confirmation message and no further SMS messages will be sent, except as required by law or to complete an active transaction. You may re-enroll at any time by opting in again.

5.

If you need assistance with our SMS program, reply HELP to any of our messages or contact us directly. We will respond to your inquiry promptly.

6.

Barrett Wealth Group does not sell, rent, or share your mobile phone number or SMS data with third parties for marketing purposes. We may share your information only in the following limited circumstances:

• With service providers who assist us in operating our SMS program (subject to confidentiality obligations)
• As required by law, regulation, or legal process
• With regulators or compliance authorities as required under applicable financial regulations (e.g., FINRA, SEC)
• In connection with a merger, acquisition, or sale of assets, where the receiving party agrees to honor this policy

7.

We implement reasonable administrative, technical, and physical safeguards to protect your information from unauthorized access, disclosure, alteration, or destruction. However, no method of electronic transmission or storage is 100% secure, and we cannot guarantee absolute security.

8.

We retain SMS-related data for as long as necessary to fulfill the purposes described in this policy, comply with our legal and regulatory obligations (including FINRA recordkeeping rules), and resolve disputes or enforce our agreements. When data is no longer required, we will securely delete or anonymize it.

9.

Barrett Wealth Group's SMS communications comply with:

• The Telephone Consumer Protection Act (TCPA)
• The CAN-SPAM Act and applicable state laws
• CTIA Messaging Principles and Best Practices
• FINRA and SEC recordkeeping and communications regulations

10.

Our SMS program is intended for adults only. We do not knowingly collect information from individuals under the age of 18. If you believe a minor has provided us with their information, please contact us immediately so we can remove it.

11.

We may update this SMS Privacy Policy from time to time to reflect changes in our practices or applicable law. We will notify you of material changes by sending an SMS notification or by updating the effective date at the top of this policy. Your continued participation in our SMS program after such changes constitutes your acceptance of the updated policy.

12.

If you have questions, concerns, or requests regarding this SMS Privacy Policy or your personal information, please contact us:

Barrett Wealth Group

678-360-6657

info@barrettwealthgroup.com

Every family’s needs are different. Our team will work with you to design a comprehensive protection plan that fits your unique goals, budget, and legacy objectives.