1. Information We Collect
We may collect the following types of information:
Personal Information: Name, email address, phone number, mailing address, date of birth, Social Security number, and other identifying details.
Financial Information: Income, assets, liabilities, investment objectives, and other financial data.
Technical Information: IP address, browser type, device information, cookies, and usage data collected through our website.
Other Information: Information you provide during consultations, meetings, or communications with us.
2. How We Use Your Information
We use your information for the following purposes:
To provide and manage our wealth management services.
To communicate with you about your account, services, or inquiries.
To improve our website, services, and client experience.
To comply with legal and regulatory obligations.
To send you educational materials, newsletters, or marketing communications (with your consent).
3. How We Share Your Information
We do not sell your personal information. However, we may share your information with:
Service Providers: Third-party vendors who assist us in delivering our services (e.g., custodians, brokers, or IT providers).
Regulatory Authorities: As required by law or to comply with legal processes.
Affiliates: Entities within our firm for business purposes.
With Your Consent: For any other purpose disclosed to you at the time of collection.
4. Data Security
We implement industry-standard security measures to protect your information, including:
Encryption of sensitive data.
Secure servers and firewalls.
Regular security audits and monitoring.
Access controls to limit internal access to your information.
Despite these measures, no method of transmission over the internet or electronic storage is 100% secure. We cannot guarantee absolute security but are committed to protecting your information to the best of our ability.
5. Cookies and Tracking Technologies
Our website uses cookies and similar technologies to enhance your experience and analyze website traffic. You can manage your cookie preferences through your browser settings. For more information, please refer to our [Cookie Policy].
6. Your Rights
Depending on your location, you may have the following rights regarding your personal information:
Access: Request a copy of the information we hold about you.
Correction: Request corrections to inaccurate or incomplete information.
Deletion: Request deletion of your information, subject to legal obligations.
Opt-Out: Opt out of marketing communications or data sharing.
Data Portability: Request a transfer of your data to another service provider.
To exercise these rights, please contact us at [Your Contact Information].
7. Retention of Information
We retain your personal information only as long as necessary to fulfill the purposes outlined in this Privacy Policy or as required by law. When no longer needed, we securely delete or anonymize your information.
8. Third-Party Links
Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of these websites. We encourage you to review their privacy policies before providing any information.
9. Updates to This Privacy Policy
We may update this Privacy Policy periodically to reflect changes in our practices or legal requirements. We will notify you of significant changes by posting the updated policy on our website or contacting you directly. The “Last Updated” date at the top of this policy indicates the most recent revision.
10. Contact Us
If you have any questions or concerns about this Privacy Policy or our data practices, please contact me at:
juancarlossc@gmail.com
Additional Disclosures
California Residents: If you are a California resident, you may have additional rights under the California Consumer Privacy Act (CCPA). Please refer to our [CCPA Notice] for more information.
EU/UK Residents: If you are located in the European Union or United Kingdom, you may have additional rights under the General Data Protection Regulation (GDPR). Please refer to our [GDPR Notice] for more information.