Privacy Policy

1. Information We Collect

We may collect the following types of information:

• Personal Information: This includes information such as your name, email address, phone number, and other details you provide when you contact us, fill out forms, or request our services.
• Non-Personal Information: This includes data like your IP address, browser type, device information, and browsing behavior collected through cookies and other tracking technologies.
• Financial Information: If you use our services for wealth management or income strategies, we may collect financial data such as account balances, investment history, and other relevant financial details.

2. How We Use Your Information

We use your personal information for the following purposes:

• To provide and manage our wealth management, income, and retirement strategies services.
• To respond to inquiries and communicate with you about our services.
• To improve our website and services based on user preferences and behavior.
• To send promotional materials, newsletters, and other information about our services (you may opt-out at any time).
• To comply with legal obligations and protect the security and integrity of our website.

3. How We Share Your Information

We do not sell, rent, or trade your personal information. However, we may share your information in the following instances:

• Service Providers: We may share information with trusted third-party vendors who assist us in operating our website and providing services, such as hosting providers, marketing platforms, or financial partners. These providers are bound by confidentiality agreements.
• Legal Requirements: We may disclose your personal information to comply with applicable laws, regulations, or legal proceedings, or to protect our rights or the safety of others.
• Business Transfers: In the event of a merger, acquisition, or sale of assets, your information may be transferred as part of the transaction.

4. Cookies and Tracking Technologies

Our website uses cookies and similar tracking technologies to enhance user experience and gather data on site performance. These technologies allow us to:

• Track website traffic and usage patterns.
• Customize and improve your experience on our site.
• Offer relevant promotions and marketing messages.

You can control your cookie preferences through your browser settings. However, disabling cookies may affect the functionality of our website.

5. Data Security

We take reasonable measures to protect your personal information from unauthorized access, loss, or misuse. Our security protocols include encryption, firewalls, and secure data storage. However, no online system is 100% secure, and we cannot guarantee the absolute security of your data.

6. Your Rights

You have the following rights concerning your personal information:

• Access and Correction: You may request access to the personal data we hold about you and ask for corrections if necessary.
• Opt-Out: You can opt out of receiving marketing communications from us at any time.
• Data Deletion: You may request the deletion of your personal data, subject to any legal obligations we may have to retain certain information.

To exercise these rights, please email us at info@summit-ws.com.

7. Children’s Privacy

Our website and services are not intended for children under the age of 18. We do not knowingly collect personal information from children. If we discover that we have inadvertently collected data from a child, we will delete it as soon as possible.

8. Third-Party Links

Our website may contain links to third-party sites. We are not responsible for the privacy practices of these external websites. We encourage you to review their privacy policies before providing any personal information.

9. Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with a revised date. Your continued use of our website following any updates constitutes acceptance of the revised Privacy Policy.

10. Contact Us

If you have any questions about this Privacy Policy or how we handle your data, please contact us at:

Summit Wealth Strategies
www.summitwealthstrategies.com
Phone: 877-831-4441
Email: info@summit-ws.com