Privacy Policy
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Privacy Policy for Freedom Wealth Management LLC
Effective Date: 01/15/2025
At Freedom Wealth Management LLC, we value the trust our clients place in us and are committed to protecting their personal and financial information. This Privacy Policy explains how we collect, use, and safeguard your information when you engage with our services or visit our website.
By using our services or visiting our website, you agree to the terms of this Privacy Policy. If you do not agree with this policy, please do not use our services or access our website.
1. Information We Collect
We collect both personal and non-personal information in the course of providing financial services. The types of information we collect include:
Personal Information:
- Full name
- Address (mailing and physical)
- Email address
- Phone number
- Social Security number (if required for specific services)
- Financial information (bank accounts, income, investments, retirement plans, etc.)
- Employment and income details
- Tax identification information
- Investment preferences and risk tolerance
Non-Personal Information:
- Website usage data (IP address, browser type, device type, and access times)
- Cookies and tracking technologies (to enhance your user experience and help us understand how you use our website)
2. How We Use Your Information
We use the information we collect for the following purposes:
- To provide financial planning, investment management, and related services
- To communicate with you regarding your financial goals, services, or updates
- To improve and personalize your experience on our website
- To process transactions, respond to inquiries, and provide customer support
- To comply with legal and regulatory requirements
- To send periodic emails, newsletters, or promotional offers (you can opt-out at any time)
- To detect, prevent, or investigate security breaches, fraud, and unauthorized activities
3. How We Protect Your Information
We implement a variety of security measures to ensure the safety of your personal and financial information. These include:
- Data encryption and secure server environments
- Firewalls and intrusion detection systems
- Regular security audits and monitoring
- Access control policies to restrict unauthorized access to sensitive data
Despite these measures, no system is completely secure, and we cannot guarantee absolute security. We recommend that you take precautions when using online financial services and regularly review your accounts for any unusual activity.
4. Sharing Your Information
We do not sell, trade, or rent your personal information to third parties. However, we may share your information in the following circumstances:
- With Service Providers: We may share your information with third-party providers who assist us in operating our business, such as payment processors, legal or tax advisors, and technology service providers.
- For Legal Compliance: We may disclose your information if required by law or regulation, such as in response to a subpoena, court order, or governmental investigation.
- In Business Transfers: In the event of a merger, acquisition, or sale of assets, your information may be transferred to the new owner as part of the transaction.
5. Cookies and Tracking Technologies
We use cookies and similar technologies to enhance your experience and collect information about your activity on our website. Cookies are small text files stored on your device that help us analyze web traffic, personalize content, and remember preferences.
You can manage cookie preferences through your browser settings, including blocking or deleting cookies. However, disabling cookies may limit some functionality on our website.
6. Your Rights and Choices
You have the following rights regarding your personal information:
- Access and Correction: You may request access to the personal information we hold about you and request corrections if necessary.
- Opt-Out: You may opt out of receiving marketing communications by following the unsubscribe instructions in the emails or contacting us directly.
- Delete or Limit Use of Information: You may request that we delete or limit the use of your personal information, subject to legal and contractual obligations.
- Data Portability: In certain circumstances, you may request a copy of your personal data in a portable format.
To exercise any of these rights, please contact us at the contact information provided below.
7. Third-Party Links
Our website may contain links to third-party websites that are not operated or controlled by us. We are not responsible for the privacy practices or content of these third-party sites. We encourage you to review the privacy policies of any third-party sites before sharing your information.
8. Children’s Privacy
Our services are not intended for individuals under the age of 18. We do not knowingly collect personal information from children. If we become aware that a child under the age of 18 has provided us with personal information, we will take steps to delete such information.
9. Changes to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. When we update the policy, we will revise the “Effective Date” at the top of this page. We encourage you to review this Privacy Policy periodically to stay informed about how we are protecting your information.
10. Contact Us
If you have any questions about this Privacy Policy or our practices regarding your personal information, please contact us:
Freedom Wealth Management LLC
San Antonio, TX 78232
210-376-1746
[email protected]