Privacy Policy | Strategic Wealth Consultants

Last Updated: January 1, 2025

Strategic Wealth Consultants ("Company," "we," "us," or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or interact with our services. Please read this policy carefully. If you disagree with its terms, please discontinue use of the site.

1. Information We Collect

We may collect information about you in a variety of ways, including:

Personal Data: Personally identifiable information, such as your name, email address, and service preferences that you voluntarily provide when submitting our contact form or requesting a consultation.
Usage Data: Information automatically collected when you visit our site, such as browser type, pages visited, and time spent on pages, which helps us improve our website experience.
Communications Data: Records of your correspondence with us, including email and form submissions.

2. How We Use Your Information

We use the information we collect for the following purposes:

To respond to your consultation requests and inquiries
To provide and improve our financial services
To send you relevant information about our products and services, subject to your communication preferences
To send SMS/MMS messages where you have provided express written consent
To comply with applicable legal and regulatory requirements
To protect the integrity and security of our operations

3. SMS / Text Message Communications

SMS Program Disclosure

If you have opted in to receive SMS communications from Strategic Wealth Consultants, you consent to receive recurring marketing and promotional SMS/MMS messages, including offers, updates, and information about our financial products and services, sent using an automated telephone dialing system (ATDS). Message frequency varies; you may receive up to 4 messages per month. Message and data rates may apply.

To opt out: Reply STOP to any SMS message at any time. You will receive a confirmation and no further messages will be sent.

For assistance: Reply HELP to any SMS message or contact us at naomi@thestrategicwealthconsultants.com.

SMS consent is not a condition of purchase or receiving any service from Strategic Wealth Consultants.

4. Sharing of Your Information

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes.

We do not sell, trade, or otherwise transfer your personally identifiable information to outside parties except as described below:

Service Providers: We may share your information with trusted third-party service providers who assist us in operating our website or conducting our business, subject to confidentiality agreements.
Legal Requirements: We may disclose your information when required to do so by law or in response to valid legal process.
Business Transfers: In the event of a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction.

All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

5. Data Security

We implement commercially reasonable administrative, technical, and physical security measures to protect your personal information from unauthorized access, use, or disclosure. However, no method of transmission over the Internet or electronic storage is 100% secure, and we cannot guarantee absolute security.

6. Cookies and Tracking Technologies

Our website may use cookies and similar tracking technologies to enhance your experience. You may set your browser to refuse all cookies or to indicate when a cookie is being sent. Note that some features of our site may not function properly if cookies are disabled.

7. Third-Party Links

Our website may contain links to third-party websites. We have no control over the content or privacy practices of those sites and are not responsible for their policies. We encourage you to review the privacy policies of any third-party sites you visit.

8. Children's Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from minors. If you believe we have inadvertently collected such information, please contact us immediately so we may take appropriate action.

9. Your Rights and Choices

You have the right to:

Request access to the personal information we hold about you
Request correction of inaccurate data
Request deletion of your personal information, subject to applicable legal requirements
Opt out of marketing communications at any time by contacting us or using the unsubscribe mechanism in our emails
Opt out of SMS messages at any time by replying STOP

10. Changes to This Policy

We reserve the right to update this Privacy Policy at any time. Changes will be posted on this page with an updated "Last Updated" date. Your continued use of our website following any changes constitutes your acceptance of the revised policy.

11. Contact Us

If you have questions or concerns about this Privacy Policy or our data practices, please contact us:

Strategic Wealth Consultants
3122 Marion Dunbar Street
Jackson, MS 39213
Phone: 601-672-9972
Email: naomi@thestrategicwealthconsultants.com