top of page

Online Privacy Statement

Privacy Policy for SWAN SWAN PRIVACY POLICY Management LLC
Effective Date: 11/13/2024
At SWAN Wealth Management, we respect your privacy and are committed to protecting the personal information you share with us. This Privacy Policy outlines the types of information we collect, how we use and protect it, and your rights regarding your personal data. By using our website and services, you consent to the collection and use of information as described in this policy.

1. Information We Collect
We collect two types of information from visitors to our website:
Personal Information: This is information that can be used to identify you personally, such as:

  • Name

  • Email address

  • Phone number

  • Mailing address

  • Financial information (e.g., assets, income, and liabilities)

  • Social Security number (only if needed for financial planning services)

  • Non-Personal Information: This is information that does not identify you personally, such as:

  • Browser type

  • IP address

  • Device type

  • Date and time of access

  • Pages visited on our website

  • Referring website addresses

We may collect personal information directly from you when you fill out forms on our website, request a consultation, or communicate with us via email or other contact methods.
 

2. How We Use Your Information
We use the information we collect for the following purposes:

  • To provide you with financial planning services and advice

  • To process inquiries and requests

  • To send you newsletters, updates, and promotional materials (if you opt-in)

  • To improve the functionality of our website and services

  • To comply with legal and regulatory requirements

  • To ensure the security of our website and services

We will never sell, rent, or trade your personal information to third parties.
 

3. Data Security
We employ reasonable security measures to protect your personal information from unauthorized access, disclosure, alteration, or destruction. These measures include encryption, secure storage, and regular security audits. However, no method of electronic transmission or storage is completely secure, and we cannot guarantee the absolute security of your data.
 

4. Cookies and Tracking Technologies
Our website uses cookies and similar tracking technologies to enhance your experience. Cookies are small text files stored on your device that help us remember your preferences and improve site functionality. You may disable cookies through your browser settings, but doing so may limit your ability to access certain features of our website.
 

5. Third-Party Services
We may use third-party service providers, such as payment processors, email marketing platforms, and analytics tools, to assist us in providing our services. These third parties are only allowed to use your information for the purposes for which we’ve contracted them. We do not share your personal data with third parties for their own marketing purposes.
 

6. Sharing Your Information
We may share your personal information in the following circumstances:

  • With trusted service providers who help us operate our business and provide services to you

  • To comply with legal obligations, such as responding to a subpoena, court order, or regulatory request

  • In the event of a merger, acquisition, or sale of assets, your information may be transferred to the new owner
     

7. Your Rights
Depending on your location and applicable law, you may have the following rights regarding your personal data:

  • Access: You have the right to request a copy of the personal data we hold about you.

  • Correction: You can ask us to correct any inaccurate or incomplete information.

  • Deletion: You may request that we delete your personal data, subject to certain exceptions.

  • Objection: You have the right to object to the processing of your personal data in certain circumstances.

  • Data Portability: You can request a copy of your personal data in a structured, commonly used, and machine-readable format.

To exercise these rights, please contact us at [Your Contact Information].
 

8. Children’s Privacy
Our website is not intended for children under the age of 13, and we do not knowingly collect personal information from children. If we learn that we have inadvertently collected personal information from a child under 13, we will take steps to delete that information.
 

9. Changes to This Privacy Policy
We reserve the right to update or change this Privacy Policy at any time. When we do, we will update the "Effective Date" at the top of this page. We encourage you to review this policy periodically to stay informed about how we are protecting your information.
 

10. Contact Us
If you have any questions or concerns about this Privacy Policy or our practices regarding your personal data, please contact us at:

SWAN Wealth Management LLC
18333 Egret Bay Blvd, Suite 645
Houston, Texas 77058

Email: sonia@swanwmgmt.com
Phone: (281) 549-4444
 

bottom of page