Glasson Private Wealth – Privacy PolicyLast Updated: January 31, 2025
This Privacy Policy describes how Glasson Private Wealth (“we,” “us,” or “our”) collects, uses, discloses, and safeguards your information when you visit our website (the “Site”) and use our services. By accessing or using the Site, you agree to the collection, use, and disclosure of your information in accordance with this Privacy Policy. If you do not agree with the terms of this Privacy Policy, please do not access the Site.
Personal Information:
We may collect personal information that you voluntarily provide to us when you use the Site, register for an account, subscribe to our newsletter, or contact us. This information may include, but is not limited to:
Your nameEmail addressMailing addressPhone numberFinancial information (as necessary for our advisory services)Other information you choose to provide
Non-Personal Information:
We may also automatically collect non-personal information about your visit to our Site, such as:
IP addressBrowser type and versionOperating systemReferring website addressesPages you visit on our SiteThe dates/times of your visits
Cookies and Tracking Technologies:
We use cookies, web beacons, and similar tracking technologies to enhance your experience on our Site, analyze usage trends, and administer the Site. You can modify your browser settings to refuse cookies; however, some parts of the Site may not function properly if you do so.
We may use the information we collect for various purposes, including to:
Provide, maintain, and improve our servicesPersonalize your experience on our SiteProcess transactions and send related informationRespond to your comments, questions, and requestsSend you technical notices, updates, security alerts, and support messagesCommunicate with you about products, services, offers, and events offered by Glasson Private Wealth and others, if you have opted to receive such informationMonitor and analyze usage and trends to improve the Site and our servicesProtect against, investigate, and deter fraudulent or illegal activities
We do not sell your personal information. However, we may share your information in the following circumstances:
Service Providers: We may share your information with third-party vendors, consultants, and other service providers who perform services on our behalf (e.g., website hosting, data analysis, payment processing). These parties are obligated to protect your information and use it only for the purposes for which it was disclosed.Legal Requirements: We may disclose your information if required to do so by law or in response to a subpoena, court order, or other legal process.Business Transfers: If we are involved in a merger, acquisition, or sale of all or a portion of our assets, your information may be transferred as part of that transaction. We will notify you via email and/or a prominent notice on our Site of any change in ownership or uses of your personal information.With Your Consent: We may share your information with third parties when you have provided your explicit consent to do so.
We implement reasonable administrative, technical, and physical safeguards to protect the personal information we collect. However, no method of transmission over the Internet or electronic storage is 100% secure. While we strive to protect your personal information, we cannot guarantee its absolute security.
We retain your personal information for as long as necessary to fulfill the purposes for which it was collected, comply with our legal obligations, resolve disputes, and enforce our agreements. When your information is no longer required, we will take steps to securely delete or anonymize it.
Depending on your jurisdiction, you may have certain rights regarding your personal information, including the right to:
Access and update your personal informationRequest the deletion of your personal informationObject to or restrict certain processing of your personal informationWithdraw consent at any time (if processing is based on your consent)
To exercise any of these rights, please contact us using the contact information provided below. We may require additional information to verify your identity before processing your request.
Our Site may contain links to third-party websites. This Privacy Policy does not apply to those websites. We encourage you to review the privacy policies of any third-party sites you visit.
Your information may be transferred to—and maintained on—computers located outside of your state, province, country, or other governmental jurisdiction where the data protection laws may differ from those in your jurisdiction. By using the Site, you consent to the transfer of your information to countries outside your country of residence.
Glasson Private Wealth reserves the right to modify this Privacy Policy at any time. We will notify you of any material changes by posting the updated policy on the Site and updating the “Last Updated” date above. Your continued use of the Site after such modifications constitutes your acceptance of the updated Privacy Policy.