Privacy Policy
Last updated: January 1, 2025
ABC Wealth PR, LLC ("ABC Wealth," "we," "us," or "our") is committed to protecting your personal information and your right to privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website at abcwealth.com or contact us in connection with our financial advisory services.
Information We Collect
Personal Data
Personally identifiable information, such as your name, mailing address, email address, and telephone number, that you voluntarily give to us when you complete a contact form, schedule a consultation, or otherwise contact us.
Financial Information
Information you provide in connection with our financial advisory services, including information about your income, assets, investment objectives, and risk tolerance. This information is collected solely for the purpose of providing you with financial advisory services and is subject to our fiduciary duty.
Derivative Data
Information our servers automatically collect when you access our website, such as your IP address, browser type, operating system, access times, and the pages you have viewed directly before and after accessing our site.
Use of Your Information
- Provide, operate, and maintain our website and financial advisory services
- Respond to your inquiries and fulfill your requests
- Send you administrative information, such as changes to our terms, conditions, and policies
- Send you marketing and promotional communications (with your consent)
- Comply with our legal and regulatory obligations as a registered investment adviser
- Prevent fraudulent transactions, monitor against theft, and protect against criminal activity
Disclosure of Your Information
We do not sell, trade, or otherwise transfer your personally identifiable information to outside parties except as described in this policy. We may share your information with:
Service Providers
Third-party vendors and service providers that perform services on our behalf, such as custodians, technology providers, and compliance consultants. These parties are contractually obligated to keep your information confidential.
Legal Requirements
We may disclose your information where required to do so by law or in response to valid requests by public authorities (e.g., a court or government agency), including to comply with our obligations as an SEC-registered investment adviser.
Security of Your Information
We use administrative, technical, and physical security measures to help protect your personal information. While we have taken reasonable steps to secure the personal information you provide to us, please be aware that no security measures are perfect or impenetrable, and no method of data transmission can be guaranteed against any interception or other type of misuse.
Contact Us
If you have questions or comments about this Privacy Policy, please contact us at: