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Privacy Policy
Effective: 08/22/2024
No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
Commitment to Privacy: Tidecrest Wealth Management LLC is committed to protecting your personal information and handling it with the highest standards of confidentiality and security. Information We Collect: When you submit a lead form through our Google Ads, we may collect your name, email address, phone number, and any financial interests you specify. How We Use Your Information: We use this data solely to respond to your inquiries about our wealth management, financial planning, and strategic investing services. We do not sell your personal information. Google Ads & Remarketing: We use Google Ads services, which may include tracking technologies to reach users who have previously engaged with our ads. You can opt out of this by visiting your Google Ad Settings. Data Security: We maintain physical and electronic safeguards to protect your data from unauthorized access. Our team (CFA, CFP, CPA, and MBA professionals) operates under strict fiduciary and ethical standards. Your Rights: You may request to review, update, or delete your contact information at any time by contacting us directly.
Commitment to Privacy: Tidecrest Wealth Management LLC is committed to protecting your personal information and handling it with the highest standards of confidentiality and security. Information We Collect: When you submit a lead form through our Google Ads, we may collect your name, email address, phone number, and any financial interests you specify. How We Use Your Information: We use this data solely to respond to your inquiries about our wealth management, financial planning, and strategic investing services. We do not sell your personal information. Google Ads & Remarketing: We use Google Ads services, which may include tracking technologies to reach users who have previously engaged with our ads. You can opt out of this by visiting your Google Ad Settings. Data Security: We maintain physical and electronic safeguards to protect your data from unauthorized access. Our team (CFA, CFP, CPA, and MBA professionals) operates under strict fiduciary and ethical standards. Your Rights: You may request to review, update, or delete your contact information at any time by contacting us directly.
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