Privacy Policy

Last Updated: November 4, 2026



Welcome to the Westhollow Wealth Management website. These Terms of Service ("Terms") govern your use of www.westhollowwealth.com (the "Website") and the text messaging program offered by WHWM, LLC dba Westhollow Wealth Management ("we," "us," or "our"). By using the Website or clicking Schedule a Call, you agree to these Terms. We may change these Terms at any time. If you do not agree, please do not use the Website.


1. About Our Firm

WHWM, LLC dba Westhollow Wealth Management is a registered investment advisor located in Milton, Georgia, serving clients nationally. We maintain the state registrations and licenses required to provide our services, or rely on applicable exemptions from registration. The Website provides information about our fee-only services, including:

  • Financial Planning
  • Retirement Planning
  • Tax Strategy
  • Estate Planning
  • Investment Management and Portfolio Strategy


Registration as an investment advisor does not imply a certain level of skill or training. A copy of our Form ADV Part 2A and Part 2B is available upon request and at adviserinfo.sec.gov.


2. Informational Purposes Only

Information on the Website is for general informational purposes only and is not investment, tax, or legal advice, or an offer or solicitation to buy or sell any security. Using the Website, scheduling a call, or sending or receiving a text message does not create an advisory relationship. An advisory relationship is established only through a signed written agreement with WHWM, LLC.


3. Risk Disclosure

All investments involve varying degrees of risk, including the possible loss of principal. Past performance is not a guarantee of future results, and there can be no assurance that any investment or strategy will be profitable or suitable for your situation. Asset allocation and diversification do not guarantee a profit or protect against loss.


Clients should promptly notify us in writing of any changes to their financial situation or investment objectives so we can review, evaluate, or revise our recommendations and services.


4. Client Login and Third-Party Services

The Website links to client login pages and other services operated by third-party providers, such as custodians and financial planning software. Your use of those services is subject to the provider's own terms and privacy practices. You are responsible for keeping your login credentials confidential. We are not responsible for the content, policies, or practices of third-party websites.


5. Acceptable Use

When using the Website, you agree not to:

  • Use the Website for any unlawful purpose
  • Submit false or misleading information
  • Attempt to gain unauthorized access to the Website, client login, or related systems
  • Interfere with or disrupt the operation or security of the Website
  • Copy, scrape, or reproduce Website content for commercial use without our written permission


6. SMS Terms of Service

  1. When you opt-in to the service, we will send you a message to confirm your signup. By opting into this service you can expect to receive responses to your inquiries, meeting confirmations and reminders, document reminders, and service-related updates from Westhollow Wealth Management! Message and data rates may apply. Message frequency varies. Text "HELP" for help. Text "STOP" to cancel.
  2. You can cancel this service at any time. Just text "STOP" to opt out. After you send the message "STOP" to us, we will send you a reply message to confirm that you have been unsubscribed. After this, you will no longer receive messages from us. If you want to join again, just sign up as you did the first time and we will start sending messages to you again.
  3. If at any time you forget what keywords are supported, just text "HELP". After you send the message "HELP" to us, we will respond with instructions on how to use our service as well as how to unsubscribe.
  4. Carriers are not liable for delayed or undelivered messages.
  5. For all questions about the services provided by this number, you can send an email to czabko@westhollowwealth.com or call (770) 585-0260.
  6. Consent to receive text messages is not a condition of purchasing any goods or services. You may opt in by providing your mobile phone number and checking the optional SMS consent checkbox on our website.
  7. Our text messages will never ask for Social Security numbers, account numbers, or passwords. Please do not send sensitive financial information or trade instructions by text message.


If you have any questions regarding privacy, please read our Privacy Policy.


7. Privacy and Cookies

Our Website does not directly collect nonpublic personal information. Nonpublic personal information may be collected through our advisory onboarding documents and is handled as described in our Privacy Policy and client Privacy Notice. The Website uses cookies and does not respond to "do not track" browser signals.


8. Intellectual Property

The Website and its content, including text, graphics, logos, and design, are owned by or licensed to WHWM, LLC and are protected by applicable intellectual property laws. Westhollow Wealth Management® is a registered trademark. You may view and print Website content for personal, non-commercial use only.


9. Disclaimer of Warranties

The Website and its content are provided "as is" and "as available," without warranties of any kind, express or implied. We do not guarantee that the Website will be uninterrupted, error-free, or that its content is complete or current.


10. Limitation of Liability

To the fullest extent permitted by law, WHWM, LLC will not be liable for any indirect, incidental, consequential, or special damages arising from your use of, or inability to use, the Website or its content.


11. Governing Law

These Terms are governed by the laws of the State of Georgia, without regard to its conflict-of-law principles.


12. Changes to these Terms

We may change these Terms at any time. If we make changes, we will revise the "Last Updated" date at the top of these Terms. Continued use of the Website after changes are posted means you accept the revised Terms.


13. Contact Us

If you have any questions about these Terms, please contact us:

  • WHWM, LLC dba Westhollow Wealth Management
  • 13680 Alpharetta Highway, #G-600, Milton, Georgia 30004
  • Phone: (770) 585-0260
  • Email: czabko@westhollowwealth.com