Privacy Policy | Ollie Grant Private Wealth

1. Introduction
Ollie Grant Private Wealth ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or use our services.

2. Information We Collect
Personal Information:

Name, email address, phone number, mailing address
Financial information (income, assets, investment objectives)
Social Security Number or Tax Identification Number
Date of birth and government-issued identification
Employment information and professional background

Automatically Collected Information:

IP address, browser type, and operating system
Pages visited and time spent on our website
Referring website addresses
Cookies and similar tracking technologies

3. How We Use Your Information
We use your information to:

Provide investment advisory services
Manage your account and communicate with you
Send appointment confirmations and meeting reminders
Comply with legal and regulatory requirements
Improve our services and website functionality
Send marketing communications (with your consent)

4. SMS/Text Messaging Communications
Consent to Receive SMS Messages: By providing your mobile phone number and expressly opting in to receive SMS/text messages from Ollie Grant Private Wealth, you consent to receive automated promotional and transactional text messages at the mobile number provided, including but not limited to:

Appointment confirmations and reminders
Account notifications and updates
Time-sensitive alerts regarding your account
Promotional and marketing messages (only if you have separately opted in)

How You Provide Consent: You may provide consent to receive SMS messages by:

Checking the opt-in box on our booking calendar at olliegrantventures.com/booking-calendar
Completing our client intake forms and providing your mobile number with consent
Texting a keyword to our business number when prompted
Verbally providing consent during phone conversations with our team

Message Frequency: Message frequency varies based on your account activity and preferences, typically 2-4 messages per month for transactional messages. Marketing message frequency will be disclosed at the time of opt-in.

Message and Data Rates: Standard message and data rates may apply based on your mobile carrier's plan. Please check with your mobile carrier for details about your messaging plan.

Opt-Out Instructions: You may opt-out of receiving text messages at any time by:

Replying STOP, UNSUBSCRIBE, CANCEL, END, or QUIT to any message
Contacting us directly at admin@olliegrantprivatewealth.com or 812-221-3550 Once you opt-out, you will receive one final confirmation message, and no further messages will be sent unless you re-opt-in.

Help Instructions: For assistance with SMS messages, reply HELP to any message or contact us at 812-221-3550.

SMS Consent Not Required for Services: Consent to receive SMS messages is not a condition of purchasing any goods or services from Ollie Grant Private Wealth. You may still use our services without opting in to SMS communications.

Mobile Number Privacy: We do not sell, rent, or share your mobile phone number with third parties for their marketing purposes without your explicit consent. Your mobile number is used solely for the purposes stated in this Privacy Policy and to communicate with you about our services.

Carrier Liability Disclaimer: Carriers are not responsible for messages.

Supported Carriers: Our SMS program is supported by major U.S. carriers. For questions about carrier compatibility, please contact us.

5. Information Sharing and Disclosure
We do not sell your personal information. We may share your information with:

Service providers who assist in our operations (custodians, technology providers, SMS service providers)
Professional advisors (attorneys, accountants)
Regulatory authorities when required by law
Third parties with your explicit consent

6. Data Security
We implement appropriate technical and organizational measures to protect your personal information, including:

Encryption of sensitive data in transit and at rest
Secure server infrastructure with regular updates
Regular security assessments and vulnerability testing
Employee training on data protection and privacy practices
Multi-factor authentication for system access

7. Your Rights
You have the right to:

Access your personal information
Request correction of inaccurate data
Request deletion of your information (subject to legal and regulatory requirements)
Opt-out of marketing communications at any time
Opt-out of SMS communications by replying STOP to any message
Withdraw consent for data processing (where consent is the legal basis)

To exercise any of these rights, please contact us using the information in Section 12.

8. Cookies and Tracking Technologies
We use cookies and similar tracking technologies to enhance your experience on our website. You can control cookie preferences through your browser settings. Please note that disabling cookies may limit some functionality of our website.

9. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices of these external sites. We encourage you to review the privacy policies of any third-party sites you visit.

10. Children's Privacy
Our services are not directed to individuals under 18 years of age. We do not knowingly collect personal information from children. If we become aware that we have collected information from a child under 18, we will take steps to delete such information.

11. Changes to This Privacy Policy
We may update this Privacy Policy periodically to reflect changes in our practices, technology, legal requirements, or for other operational reasons. Changes will be posted on this page with an updated effective date. We encourage you to review this Privacy Policy regularly. Your continued use of our services after changes are posted constitutes your acceptance of the updated policy.

12. Contact Information
For questions about this Privacy Policy, to exercise your privacy rights, or to manage your SMS preferences, contact us at:

Ollie Grant Private Wealth

Email: admin@olliegrantprivatewealth.com
Phone: 812-221-3550
Address: 123 NW 4th Street, Suite 14, Evansville, Indiana 47708

13. Regulatory Compliance
As a registered investment advisor, we are subject to privacy requirements under:

Regulation S-P (SEC Privacy Rule)
Gramm-Leach-Bliley Act (GLBA)
Telephone Consumer Protection Act (TCPA) for SMS communications
State privacy laws where applicable

This Privacy Policy is designed to comply with these requirements and provide transparency about our data practices.

Important Notice: Your consent to receive SMS messages is not shared with third parties for marketing purposes and is used solely for direct communication between you and Ollie Grant Private Wealth. We respect your privacy and are committed to protecting your personal information in accordance with applicable laws and regulations.