Privacy Policy

Information We Collect

We collect information necessary to provide professional investment consultation services and maintain client relationships for portfolio management and financial planning guidance.

• • Personal identification information including name, address, phone number, and email address for consultation scheduling and client communication
• • Financial information relevant to investment strategy discussions, including current asset allocation, investment goals, risk tolerance, and retirement planning objectives
• • Technical information from website usage, including IP address, browser type, device information, and pages visited related to our wealth management resources
• • Communication records including consultation notes, email correspondence about portfolio management, and documentation of financial planning discussions

How We Use Your Information

Your personal information supports our investment consultation services and enables us to provide effective portfolio management and financial planning guidance.

• • Delivering personalized investment strategy consultations and asset allocation recommendations based on your financial situation and goals
• • Scheduling and conducting portfolio management reviews, market analysis discussions, and retirement planning sessions
• • Communicating important updates about your consultation appointments, financial planning recommendations, and relevant market insights
• • Improving our wealth management services through analysis of client feedback and consultation effectiveness metrics

Information Sharing and Disclosure

We maintain strict confidentiality regarding your financial information and investment consultation details.

Your personal and financial information is never sold to third parties. We may share limited information only when required by law, with your explicit consent, or with trusted service providers who assist in delivering our investment consultation services under strict confidentiality agreements. All portfolio management discussions and financial planning details remain confidential and are used solely to provide professional advisory services.

Data Security and Protection

We implement comprehensive security measures to protect your financial information and consultation records.

• • Encrypted storage and transmission of all financial planning data and investment consultation records
• • Access controls ensuring only authorized personnel can view portfolio management information and client financial details
• • Regular security audits and updates to maintain protection of wealth management consultation data and personal information

Your Privacy Rights

As a client of our investment consultation services, you have specific rights regarding your personal and financial information.

• • Access to all personal information we maintain related to your financial planning consultations and portfolio management discussions
• • Correction of any inaccurate information in your investment consultation records or client profile
• • Deletion of your personal information, subject to legal record-keeping requirements for financial services
• • Restriction of information processing for specific purposes, such as marketing communications about additional wealth management services

Cookie and Tracking Information

Our website uses cookies to enhance your experience with our investment consultation platform and track usage of financial planning resources. Detailed information about cookie usage, including analytics tracking and marketing cookies, is available in our separate Cookie Policy.

Privacy Policy Updates

We may update this privacy policy to reflect changes in our investment consultation services, legal requirements, or data protection practices. Significant changes affecting your financial information or portfolio management consultation privacy will be communicated directly to active clients.

Privacy Questions and Concerns

For questions about this privacy policy, concerns about your financial information security, or requests regarding your personal data related to investment consultation services, please contact our privacy officer directly.