Bridlewood Private Wealth

Privacy

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:

  • Contact details and identification, such as your Social Security number.
  • Financial data, including your income and account balances.
  • Transaction history and payment information.

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:

  • Processing your transactions and maintaining your accounts.
  • Responding to legal investigations or court orders as required by law.
  • Reporting to credit bureaus.

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.

While federal law allows you to limit some types of sharing, we have structured our practices to minimize sharing by default:

  • Marketing: We do not share your information with other financial companies for joint marketing.
  • Non-Affiliates: We do not share your information with non-affiliated companies so they can market to you.

Website Analytics & Advertising

Our website uses standard analytics and advertising technologies to understand how visitors find and use our site and to measure the effectiveness of our marketing. These tools include the Meta Pixel (provided by Meta Platforms, Inc.) and similar services. They may use cookies and comparable technologies to collect non-identifying information such as pages visited, actions taken (for example, submitting our contact form), browser type, and general location.

This information helps us improve our website, reach people who may be interested in our services, and show relevant ads on platforms such as Facebook and Instagram. We do not use these tools to collect financial account information, and we do not sell your personal information.

You can limit interest-based advertising through your device or browser settings, your Facebook and Instagram ad preferences, and industry opt-out resources such as the Digital Advertising Alliance (optout.aboutads.info). Declining these technologies will not affect your ability to use our website.

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.

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.

Contact Us

If you have any questions about this policy or how we handle your personal information, please reach out to us: