This is the privacy policy for Assante Wealth Management, LLC and our site at assanteiswealth.com. It explains what information we gather, why we use it and how we handle it.
1. What We Collect
When you fill out our request form, we ask for your name, email address, phone number, ZIP code and a rough idea of what you have available to invest. We also collect routine technical information as you browse—which browser you use, which pages you visit and where you came from before landing on our site.
2. Why We Use It
We use what you tell us to respond to your request, call or text you to discuss whether our services make sense for your situation, and decide whether we can help. We also use this information to make the site work better and to meet any legal obligations we face.
3. Sharing
We do not sell your data to anyone. We may share information with people who help us run the business—payment processors, hosting providers, and similar vendors—but only under agreements that require them to keep it confidential. We share information when the law requires it.
4. Phone and Text Consent
By providing a phone number, you agree that we may call or send text messages to you about your request. Carriers' standard rates and fees may apply to messages and data. You can stop this at any time by calling us or by replying STOP to any text.
5. Your Rights
You can ask us to show you what information we have about you, correct it, or delete it. You can also ask us to stop contacting you. Some states have laws that give their residents extra privacy rights. To make any of these requests, use our request form on the site and let us know what you need.
6. Cookies
We do not use cookies to track you across the web or to show you ads elsewhere. Our server does not sell information about your browsing. The site does keep some information locally on your device—the first page you saw and the site you came from—but only for up to 30 days, and only if you fill out a request form. Our hosting and security provider may set a cookie that stops automated traffic from reaching the site; this is necessary for security. You can delete cookies and site data anytime in your browser settings.
7. Security
We use reasonable safeguards to protect your information. No internet system is completely secure, so we cannot promise that data will never be compromised. If something happens, we will notify you as required by law.
8. Changes
We may update this policy. The most recent version appears on this page. If the changes are significant, we will try to let you know through the site or by email.
9. Questions
The firm is located at 317 South Juniper Street, Philadelphia, PA 19147. If you have questions about this policy or how we handle your information, use the request form on the site to get in touch.
Privacy Policy · Assante Wealth Management, LLC · 317 South Juniper Street, Philadelphia, PA 19147, United States ·