Privacy Policy

Effective Date: August 22, 2024

Tidecrest Wealth Management, LLC ("TWM," "we," "our," or "us") is committed to protecting your personal information and handling it with the highest standards of confidentiality and security. Federal law requires us to inform you how we collect, use, share, and protect your personal information. This Privacy Policy explains our privacy practices and your rights regarding the information we collect.

The types of personal information we collect depend on the products and services you receive from us. This information may include your Social Security number, income information, account balances, payment history, credit history, credit scores, and other financial information necessary to provide our wealth management and advisory services. We collect personal information when you open an account, provide information through our website, communicate with us, complete forms and applications, or otherwise engage with our services. We may also obtain information from consumer reporting agencies, financial institutions, custodians, and other third parties as permitted by law.

If you submit information through a lead form, contact form, or advertisement, including forms associated with Google Ads, we may collect your name, email address, telephone number, and any information you voluntarily provide regarding your financial goals, interests, or service needs. This information is used solely to respond to your inquiries, evaluate your interest in our services, and communicate with you regarding wealth management, financial planning, and strategic investment solutions. No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. All other categories of personal information exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties. Any SMS communications will be conducted only with your consent and in accordance with applicable law.

We may use cookies and similar technologies, including Google Ads tools, to improve our website and better understand how visitors interact with our content. You can adjust your browser settings to manage cookies and visit Google's Ad Settings to manage advertising preferences.

We use personal information to provide investment advisory and wealth management services, process transactions, maintain client accounts, respond to inquiries, comply with legal and regulatory obligations, and communicate with clients and prospective clients regarding our services.

Like all financial institutions, we may share personal information as necessary to conduct our everyday business operations. This includes processing transactions, maintaining accounts, responding to court orders and legal investigations, reporting information to credit bureaus, and complying with applicable laws and regulations. We may also share information with our affiliates for their everyday business purposes, including information regarding your transactions, experiences, and creditworthiness. We may use personal information to market our own products and services to you. However, we do not share personal information for joint marketing with other financial companies, we do not allow affiliates to market their products or services to you, and we do not share personal information with non-affiliated third parties for their marketing purposes.

Federal law gives you the right to limit only certain types of sharing, including sharing for affiliates’ everyday business purposes involving information about your creditworthiness, affiliates using your information to market to you, and sharing with non-affiliates to market to you. State laws and individual companies may provide additional rights to limit sharing. If you are a new customer, we can begin sharing your information from the date you receive this Privacy Policy. When you are no longer our customer, we continue to share your information as described in this Privacy Policy. However, you may contact us at any time to limit our sharing. If you limit sharing for an account you hold jointly, your choices will apply to everyone on your account unless you tell us otherwise.

We maintain physical, electronic, and procedural safeguards designed to protect your personal information from unauthorized access and use. These measures comply with applicable federal laws and include computer safeguards, secured files, controlled access procedures, and other security measures intended to protect the confidentiality and integrity of your information. Our team operates under strict fiduciary and ethical standards in handling client information.

California residents may have additional rights under the California Consumer Privacy Act ("CCPA"), as amended by the California Privacy Rights Act ("CPRA"). California residents have the right to request information regarding the categories of personal information collected about them, the sources of that information, the purposes for which it is collected, the categories of third parties with whom information has been shared, and the specific pieces of personal information maintained by us. California residents may also request deletion of personal information we have collected, subject to certain legal exceptions, and may request correction of inaccurate personal information maintained by us.

We do not sell personal information. We reserve the right to verify your identity before processing any request relating to your personal information. California residents will not be discriminated against for exercising any rights provided under applicable privacy laws. There may be circumstances in which we are not required to comply with a request, and we will inform you if such a situation applies.

If you have questions about this Privacy Policy, our privacy practices, or your privacy rights, or if you wish to request access to, correction of, deletion of, or limitation of sharing of your personal information, please contact Tidecrest Wealth Management, LLC at 949-244-7910.