This privacy notice explains how we gather information when you interact with us and what we do with it. It applies to everyone who visits this website or submits a request through our form.
What information do we collect?
When you fill out a request form on this site, you share your name, email address, phone number, ZIP code, and an estimate of your investable assets. We also receive routine technical data—your browser type, the pages you visit, and where you came from before landing here.
How do we use what you give us?
We use the information you submit to answer your request, reach out to discuss whether our services fit your situation, and decide if we can help you. We also use it to improve how this site works and to meet any legal obligations that apply to us.
Who sees your information?
We do not sell your personal information to anyone. We may share it with service providers who help us run our business—for example, hosting companies or communication platforms—under agreements that require them to keep it confidential. If the law requires us to disclose your information, we will comply.
Text messages and phone calls
By providing a phone number, you agree that we may contact you by phone or text message about your request. Standard message and data rates may apply, depending on your mobile plan. You can opt out at any time by telling us directly or by replying STOP to any text. You can also ask us to stop contacting you whenever you choose.
What are your rights?
You can request access to the information we hold about you, ask us to correct it, or ask us to delete it. You can also ask us to stop sending you communications. Depending on where you live, you may have additional rights under your state's privacy laws. To make any of these requests, use the request form on this site or reach out to us directly.
Cookies and site data
This website does not use advertising cookies or cookies that track your activity across other sites, and we do not sell data about where you browse. Our hosting and security provider may place a strictly necessary cookie that prevents automated traffic from accessing the site. Your browser's local storage may retain the first page you visited and the website that referred you here for up to 30 days; this information is sent only if you submit a request form. You can clear cookies and stored site data anytime through your browser settings.
How safe is your information?
We use reasonable safeguards to protect the information you share with us. However, no transmission over the internet is completely secure, and we cannot guarantee absolute protection.
Changes to this notice
We may update this privacy notice at any time. The current version appears on this page. Edgepoint Wealth Management, Inc. is located at 300 South Edison Avenue, Tampa, FL 33606, United States. If you have questions about how we handle your information, contact us through the request form.
Your California privacy rights
If you are a California resident, you may have rights to know what personal information we collect, to delete it, and to opt out of certain uses. State law may also give you the right to correct inaccurate data or to receive information in a portable format. Submit requests using the form on this website.
Privacy Policy · Edgepoint Wealth Management, Inc. · 300 South Edison Avenue, Tampa, FL 33606, United States ·