Effective Date: 02/25/24
At Silvergate Wealth, we are committed to protecting your privacy. This Privacy Policy outlines how we collect, use, and protect the personal information you provide to us.
1. Information We Collect
We may collect personal information that you voluntarily provide, including your name, email address, phone number, financial data, or other information relevant to your inquiry or client relationship.
2. How We Use Your Information
We use the information to:
- Respond to your inquiries
- Provide financial planning and advisory services
- Comply with legal and regulatory requirements
- Improve the user experience on our website
We do not sell, trade, or rent your personal information to third parties.
3. Third-Party Services
We may share your information with third-party service providers who support our business operations (such as custodians or technology vendors), but only as necessary and under confidentiality obligations.
4. Data Security
We maintain physical, electronic, and procedural safeguards to protect your information. While we strive to use commercially acceptable means to protect your data, no method of transmission over the internet is 100% secure.
5. Cookies & Website Analytics
We may use cookies and analytics tools to monitor website usage and enhance user experience. You can adjust your browser settings to manage cookies.
6. Your Rights
If you are a client, you may request access to or correction of your personal information. You may also opt out of marketing communications at any time.
7. Updates to This Policy
We may update this Privacy Policy from time to time. Any changes will be posted on this page with a revised effective date.
8. Contact Us
If you have questions about this policy, please contact:
[email protected]