Privacy Policy
Our Commitment to Your Privacy
At Bridlewood Private Wealth LLC, we value the trust you place in us. Protecting your personal information is a responsibility we take seriously, and we want you to understand how we collect, use, and safeguard your data.
What Information We Collect
The types of personal information we collect depend on the specific services we provide to you. This may include:
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Contact details and identification, such as your Social Security number.
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Financial data, including your income and account balances.
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Transaction history and payment information.
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How We Use Your Information
We use your information primarily to manage your accounts and provide the wealth management services you expect from us. This includes:
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Processing your transactions and maintaining your accounts.
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Responding to legal investigations or court orders as required by law.
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Reporting to credit bureaus.
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Sharing Your Information
We do not sell your data to third parties for marketing purposes, and we do not share client data gathered for text messaging. We only share information when necessary for everyday business operations.
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While federal law allows you to limit some types of sharing, we have structured our practices to minimize sharing by default:
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Marketing: We do not share your information with other financial companies for joint marketing.
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Non-Affiliates: We do not share your information with non-affiliated companies so they can market to you.​
How We Protect Your Data
To keep your personal information safe from unauthorized access, we maintain physical, electronic, and procedural safeguards that comply with federal law. These measures include secured office buildings, computer safeguards, and encrypted files.
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Your Choices
You have the right to contact us at any time to discuss our privacy practices or to limit how your information is shared. If you hold a joint account, your privacy choices will apply to everyone on that account unless you specify otherwise.
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Contact Us
If you have any questions about this policy or how we handle your personal information, please reach out to us:
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Phone: 732-687-2271
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