Privacy Policy
Introduction
At Green Street Wealth Advisors, we are committed to protecting your privacy and ensuring the security of your personal information. This Privacy Policy outlines how we collect, use, and safeguard your information when you interact with our website, services, or communications, including our SMS/text messaging program. By using our services, you agree to the practices described in this policy.
Information We Collect
We collect the following types of information from our clients and website visitors:
- Personal Information: Name, email address, phone number, and other contact details provided when you sign up for our services or opt-in to SMS communications.
- Financial Information: Data provided to us in the course of financial planning and advising.
- Website Usage Data: Information collected via cookies and similar technologies to enhance your user experience.
How We Use Your Information
We use the information we collect for the following purposes:
- To provide financial advising services tailored to your needs.
- To communicate important updates, including appointment reminders and educational resources.
- To ensure compliance with applicable laws and regulations.
- To improve our website and services.
SMS Text Message Data
We value your trust and respect your privacy when you opt in to receive SMS/text communications from Green Street Wealth Advisors.
Key Points Regarding SMS Data:
- Consent and Use: By opting in to receive text messages, you consent to the use of your phone number solely for communication purposes related to our services.
- No Sharing: Text message opt-in data and consent are not shared with any third parties, including subsidiaries and affiliates.
- Opt-Out: You can opt out of SMS communications at any time by following the instructions in the text messages or contacting us directly.
Information Sharing and Disclosure
Green Street Wealth Advisors does not sell, rent, or share your personal information with third parties for their marketing purposes. We may only share your information in the following circumstances:
- Service Providers: With trusted third-party vendors who assist us in providing our services (e.g., secure data storage) and only under strict confidentiality agreements.
- Legal Compliance: When required by law or to protect our rights.
Data Security
We take the security of your personal information seriously and use appropriate technical, administrative, and physical safeguards to protect your data from unauthorized access, use, or disclosure.
Your Rights
You have the right to:
- Access and update your personal information.
- Opt out of marketing communications.
- Request deletion of your data, subject to legal and regulatory requirements.
To exercise these rights, please contact us at the details below.
Changes to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our practices or for other operational, legal, or regulatory reasons. Please review this policy periodically for updates.
Contact Us
If you have any questions or concerns about this Privacy Policy, please contact us:
Green Street Wealth Advisors
info@grnstwa.com
(801) 826-3934
Effective Date: 12/20/2024