Blue Shield Wealth Management (“we,” “us,” “our”) is committed to protecting your privacy and maintaining the confidentiality of your personal information. This Privacy Policy explains what information we collect, how we use it, and the choices you have regarding your data. By using our website or services, you agree to the practices described in this policy.
1. Information We Collect
We may collect the following types of information:
Personal Information
Any information submitted through forms, consultations, or scheduling tools
Name
Email address
Phone number
Mailing address
Financial information voluntarily provided
Technical Information
Cookies and similar tracking technologies
IP address
Browser type
Device information
Pages visited and actions taken on the website
We do not knowingly collect information from children under 13.
2. How We Use Your Information
We use your information to:
Protect against fraud or misuse
Provide financial advisory and consulting services
Respond to inquiries and schedule consultations
Send communications you request (e.g., updates, resources)
Improve website performance and user experience
Maintain regulatory and compliance obligations
We do not sell or share your personal information with unrelated third parties for marketing.
3. How We Share Information
We may share information with:
Law enforcement or regulatory authorities when legally obligated
Service providers that assist in website hosting, scheduling, analytics, or communications
Compliance partners when required by regulatory guidelines
All partners are required to protect your information and use it only for operational purposes.
4. Data Security
We take reasonable administrative, technical, and physical measures to safeguard your personal information. While we strive to protect all data, no method of storage or transmission can be guaranteed 100% secure.
5. Your Choices
You may:
- Opt-out of marketing communications
- Request access to your personal information
- Request corrections or deletion where legally permitted
- Disable cookies in your browser
To request changes, contact: info@BlueShieldWealth.com
6. Third-Party Links
Our website may contain links to external sites. We are not responsible for the privacy practices or content of third-party websites.
7. Changes to This Policy
We may update this Privacy Policy as needed. Any changes will be posted on this page with an updated “Last Updated” date.
8. Contact Us
For privacy-related questions, contact:
Blue Shield Wealth Management
Email: info@BlueShieldWealth.com
Phone: +1-954-290-6433