PRIVATE POLICY

Your privacy is very important to us. Accordingly, we have developed this Policy in order for you to understand how we collect, use, communicate and disclose and make use of personal information.

What information do we collect?

We collect information from you whenever you register for a teleconference, schedule an appointment, make a payment, purchase a product, subscribe or sign up to receive electronic communication from us, or request to receive information from us. When doing so, as appropriate, you may be asked to provide us with the following information:

First and last name
Company name
Telephone number (either business or personal)
Fax number
E-mail address
Occupation or area of practice
Credit card or payment information, including billing address
Areas of interest

What do we do with this information?

Any of the information that we collect from you may be used in one or more of the following ways:

To personalize your experience (the more information that you provide to us, the better we may be able to respond to your individual needs)
To improve our website (we continually strive to improve our website and our offerings based on the feedback we receive from you)
To improve customer service (the information provided by you allows us to respond to your requests in an efficient and timely manner)
To process transactions (your information will never be sold, exchanged, transferred, or given to any other party for any reason whatsoever, without your consent, other than for the express purpose of delivering the product or service purchased)
To schedule an appointment (by scheduling an appointment you agree to receive text message appointment reminders with the understanding that carrier rates may apply)
To send periodic text messages applicable to your scheduled appointment or important reminders (you can opt-out at any time by following the opt-out instructions provided in each communication or by contacting us directly)
To send periodic e-mails (the information you are able to provide us helps us narrow down and segment what kinds of e-mails you will receive and how often you receive them; the e-mail address you provide for order processing may also be used to send you information and updates pertaining to our services to you, as well as information about important legal updates, annual reminders, any company news, updates, related products, upcoming events, and other announcements that we think you might be interested in based on the information you have provided us)
To administer a contest, promotion, survey, or other site feature

Any information collected will be stored indefinitely unless otherwise revoked.

How do we protect your information?

We implement a variety of security measures to maintain the safety of your personal information. This includes the engagement of third-party services that have a number of high-security measures to meet our privacy policy standards.

Do we disclose any information to outside parties?

We do not sell, trade, or otherwise transfer to outside parties your personally identifiable information. This does not include trusted third parties who assist us in operating our website, conducting our business, or servicing you, so long as those parties agree to keep this information confidential. We may also release your information when we believe it is appropriate to comply with the law, enforce our site policies, and/or protect our rights or others' rights, property, or safety. Nonpersonally identifiable visitor information may be provided to other parties for marketing, advertising, or other uses.

What are third-party links and do you use them?

Our website may, at our discretion, include or offer third-party products or services. These third-party sites have separate and independent privacy policies. Therefore, Sophic Wealth is not responsible for the privacy practices, content, and activities of these other sites. We encourage our visitors to be aware when they leave our site and to read the privacy statements of each and every website that collects personally identifiable information.

Updating Information and Unsubscribing

You may unsubscribe from our emails using the "unsubscribe" link at the bottom of the email. For updating personal information, unsubscribing from communications, or opting out of text messages, please contact us using the information provided at the end of this policy.

Changes to the Privacy Policy

This policy was last modified on September 13, 2024. If we decide to change our privacy policy, we will post those changes here on our website so that you are always aware of what information we collect, how we use it, and under what circumstances, if any, we disclose it. We are committed to conducting our business in accordance with these principles in order to ensure that the confidentiality of personal information is protected and maintained.

Contact Information

For any questions or concerns regarding our Privacy Policy, please contact us at:

Phone: Click to reveal (Monday through Friday, 8:30 am to 5 pm Pacific Time)
Email: Click to reveal

We are here to assist you with any inquiries you may have about our privacy practices.