Terms of Service

Effective Date: October 26, 2026

These Terms of Service govern your use of the websites, forms and communications operated by White Swan Advisors LLC ("White Swan Advisors," "we," "our," or "us"). By using our website or submitting a form, you agree to these terms.

Use of Our Website

The content on this website is for general information only and is not an offer to sell, or a solicitation of an offer to buy, any security. Securities are offered through Finalis Securities LLC, member FINRA/SIPC.

SMS Terms

Program name: White Swan Advisors

By opting in, you agree to receive automated transactional text messages from White Swan Advisors at the mobile number you provided. Messages include appointment scheduling, confirmations, reminders and follow-up on requests you submitted to us. Consent to receive these messages is not a condition of any purchase or of using our services.

Message frequency varies depending on your activity and interactions with us.

Message and data rates may apply. Charges are billed by and payable to your mobile service provider. Please contact your wireless carrier for details about your messaging plan.

You can unsubscribe at any time by replying STOP to any message we send you. After you send STOP, you will receive a one-time confirmation message, and no further messages will be sent. If you want to rejoin, sign up again using the original opt-in method or reply START.

For help at any time, reply HELP to any of our messages. You can also contact our support team directly at support@whiteswanadvisors.com.

Carriers are not liable for any delayed or undelivered messages.

Changes to These Terms

We may update these terms from time to time. Changes take effect when posted on this page.

Contact

support@whiteswanadvisors.com