Privacy Policy

Our Commitment to Privacy

At Legacy Private Wealth, we are committed to protecting your privacy and safeguarding your personal and financial information. This privacy policy explains how we collect, use, and protect your information.

Information We Collect

We collect information that you provide directly to us, including:

• Personal identification information (name, email address, phone number)
• Financial information related to investments and transactions
• Communication preferences and investment interests
• Information about your interactions with our website and services

How We Use Your Information

We use the information we collect to:

• Process your investment requests and transactions
• Communicate with you about your investments and our services
• Provide you with information about investment opportunities
• Improve our services and website functionality
• Comply with legal and regulatory requirements

Information Security

We maintain physical, electronic, and procedural safeguards designed to protect your personal information. Our security measures include:

• Encryption of sensitive data
• Secure server infrastructure
• Limited access to personal information by authorized personnel
• Regular security assessments and updates

Information Sharing

We do not sell, rent, or share your personal information with unaffiliated third parties for their marketing purposes. We may share your information with:

• Service providers who assist in operating our business
• Regulatory authorities and law enforcement when required
• Business partners with your consent

Your Rights and Choices

You have certain rights regarding your personal information:

• Access your personal information
• Update or correct your information
• Opt-out of marketing communications
• Request deletion of your information (subject to legal requirements)

California Privacy Rights

If you are a California resident, you have additional rights under the California Consumer Privacy Act (CCPA) and California Privacy Rights Act (CPRA):

• Right to Know: You can request details about the personal information we collect about you and how it's used and shared.
• Right to Delete: You can request that we delete the personal information we've collected from you, subject to certain exceptions.
• Right to Correct: You can request that we correct inaccurate personal information maintained about you.
• Right to Opt-Out of Sale/Sharing: You can direct us not to sell or share your personal information.
• Right to Limit Use: You can limit the use of sensitive personal information.

To exercise your California privacy rights, please contact us using the information provided in the "Contact Us" section.

Cookies and Tracking Technologies

Our website may use cookies and similar tracking technologies to enhance your experience and collect information about how you use our site. You can manage your cookie preferences through your browser settings. We use these technologies to:

• Remember your preferences and settings
• Understand how you interact with our website
• Analyze and improve our services
• Provide targeted content and advertising

Contact Us

If you have questions about our privacy policy or practices, please contact us:

Updates to This Policy

We may update this privacy policy from time to time. The most current version will be posted on our website with the effective date.

Last updated: August 28, 2025