Privacy Policy
This Privacy Policy describes how Fieldstone Wealth Management Group collects, uses, and protects the personal information of users of our website. We are committed to ensuring the privacy and security of your information.
1. Information We Collect
We may collect the following types of personal information:
- Personal Identification Information: This includes your name, address, email address, phone number, and other contact details you provide when you fill out forms on our website, subscribe to our newsletter, or contact us directly.
- Financial Information: If you engage with our financial planning services, we may collect financial information such as your income, assets, investments, and financial goals. This information is collected with your explicit consent and is used solely for the purpose of providing you with personalized financial advice.
- Website Usage Data: We automatically collect certain information about your visit to our website, such as your IP address, browser type, operating system, referring URLs, pages visited, and the dates/times of your visits. This information helps us analyze trends, administer the site, track user movement, and gather broad demographic information for aggregate use.
- Cookies: We use cookies and similar tracking technologies to enhance your experience on our website. Cookies are small data files stored on your device that help us remember your preferences and track your activity. You can control the use of cookies at the individual browser level, but if you choose to disable cookies, it may limit your use of certain features or functions on our website.
2. How We Use Your Information
We use the information we collect for the following purposes:
- To Provide Services: We use your personal information to provide you with the financial planning and wealth management services you request. This includes creating personalized financial plans, managing your investments, and providing ongoing support and advice.
- To Communicate with You: We use your contact information to respond to your inquiries, send you updates about our services, and provide you with important information about your account. We may also send you newsletters and promotional materials, but you can opt-out of receiving these communications at any time.
- To Improve Our Website: We use website usage data to analyze how users interact with our website and to identify areas for improvement. This helps us optimize the user experience and ensure that our website is easy to use and informative.
- To Comply with Legal Obligations: We may use your personal information to comply with applicable laws, regulations, and legal processes. This includes responding to subpoenas, court orders, or other legal requests.
3. How We Share Your Information
We are committed to protecting your privacy and will not share your personal information with third parties except as described below:
- Raymond James Financial Services: As a partner of Raymond James Financial Services, we may share your information with them to provide you with comprehensive financial planning solutions. Raymond James Financial Services is also committed to protecting your privacy and will use your information in accordance with their own privacy policy.
- Service Providers: We may share your information with third-party service providers who assist us in providing our services, such as IT support, data analytics, and marketing. These service providers are contractually obligated to protect your information and are only authorized to use it for the purposes for which we disclose it to them.
- Legal Requirements: We may disclose your information if required to do so by law or in response to a valid legal request, such as a subpoena or court order.
- Business Transfers: In the event of a merger, acquisition, or sale of all or a portion of our assets, your information may be transferred as part of the transaction. We will notify you via email and/or a prominent notice on our website of any change in ownership or uses of your personal information, as well as any choices you may have regarding your personal information.
4. Data Security
We take reasonable measures to protect your personal information from unauthorized access, use, or disclosure. These measures include:
- Encryption: We use encryption technology to protect sensitive information transmitted online.
- Firewalls: We use firewalls to prevent unauthorized access to our systems.
- Secure Storage: We store your personal information on secure servers that are protected by industry-standard security measures.
- Access Controls: We limit access to your personal information to authorized employees and service providers who need to know the information to perform their job duties.
Despite these measures, no method of transmission over the Internet or method of electronic storage is 100% secure. Therefore, we cannot guarantee the absolute security of your personal information.
5. Your Rights
You have the following rights regarding your personal information:
- Access: You have the right to access the personal information we hold about you.
- Correction: You have the right to request that we correct any inaccurate or incomplete personal information we hold about you.
- Deletion: You have the right to request that we delete your personal information, subject to certain exceptions.
- Objection: You have the right to object to the processing of your personal information in certain circumstances.
- Restriction: You have the right to request that we restrict the processing of your personal information in certain circumstances.
- Data Portability: You have the right to receive your personal information in a structured, commonly used, and machine-readable format and to transmit that data to another controller.
To exercise these rights, please contact us using the contact information provided below. We will respond to your request within a reasonable timeframe and in accordance with applicable law.
6. Children’s Privacy
Our website is not intended for children under the age of 13, and we do not knowingly collect personal information from children under the age of 13. If you are a parent or guardian and believe that your child has provided us with personal information, please contact us, and we will take steps to delete the information.
7. Changes to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. We will post any changes on our website and update the effective date at the top of this policy. We encourage you to review this Privacy Policy periodically to stay informed about how we are protecting your information.
8. Contact Us
If you have any questions or concerns about this Privacy Policy or our privacy practices, please contact us at:
Fieldstone Wealth Management Group
[Your Address]
[Your Phone Number]
[Your Email Address]
Effective Date: [Date]