Last Updated: September 2026

These Terms and Conditions govern your use of our website and our communication services. By accessing our website or opting into our communications, you agree to be bound by these terms.

1. Informational Purposes Only

The content on this website is provided for general informational purposes only and does not constitute personalized financial, investment, insurance, tax, or legal advice.

2. SMS Terms and Conditions

Q2 Wealth Management utilizes text messaging to send client appointment reminders, schedule updates, and informational account notifications.

• Consent: By providing your phone number and opting in via our scheduling or contact forms, you consent to receive text messages from our firm.
• Cost & Frequency: Message and data rates may apply. Message frequency varies based on your appointments and account activity.
• Opt-Out: You may opt out of text messaging at any time by replying STOP.
• Support: For assistance or customer support, reply HELP.

3. Privacy and Data Protection

Your use of our website and communication services is also governed by our Privacy Policy. Mobile information, including phone numbers and SMS text messaging opt-in data, will not be shared, sold, rented, or traded with any third parties or affiliates for marketing or promotional purposes. Please review our full Privacy Policy at www.q2wealth.com/privacy-policy.

4. Intellectual Property

All content, logos, and materials on this website are the property of Q2 Wealth Management or its content suppliers and are protected by applicable copyright and trademark laws.

5. Governing Law

These terms shall be governed by and construed in accordance with the laws of the State of Kentucky, without regard to its conflict of law provisions.

6. Contact Us

If you have any questions about these Terms and Conditions, please contact us at: Q2 Wealth Management 1792 Alysheba Way, Suite 150 Lexington, KY 40509 Phone: (859) 216-2169