Suncrest Wealth Management LLC ("Suncrest," "we," "us," or "our") is committed to protecting the privacy of our clients, prospective clients, and website visitors. This Privacy Policy describes how we collect, use, share, and protect your personal information when you visit our website at suncrest-wealth.com or interact with our services.
By using our website or submitting information through our contact forms, you acknowledge that you have read and understood this Privacy Policy.
We collect information you voluntarily provide to us, as well as information gathered automatically through your use of our website.
We use the information we collect for the following purposes:
By opting in to our SMS program, you expressly consent to receive recurring marketing and promotional SMS/MMS messages from Suncrest Wealth Management LLC, including offers, updates, and information about our financial products and services, sent using an automated telephone dialing system (ATDS).
Message frequency varies; you may receive up to 4 messages per month.
Message and data rates may apply depending on your mobile carrier and plan.
To opt out of SMS communications at any time, Reply STOP to any text message you receive from us. To request assistance or more information, Reply HELP.
Consent is NOT a condition of purchase. You may use our services and apply for funding without consenting to receive SMS messages.
Your mobile phone number, when provided, is used solely for the purpose(s) you have consented to: application follow-up communications and, where separately opted in, marketing and promotional SMS messages about our financial products and services.
You may opt out of SMS communications at any time by replying STOP to any message. You may also contact us at frederick@suncrest-wealth.com to request removal from our SMS list.
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. All categories of personal data described in this policy exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
Suncrest Wealth Management LLC does not sell, rent, or trade your personal information to third parties. We may share your information in the following limited circumstances:
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
We implement commercially reasonable technical and organizational security measures to protect your personal information from unauthorized access, alteration, disclosure, or destruction. These measures include encrypted data transmission (SSL/TLS), access controls, and secure data storage practices.
However, no method of transmission over the internet or electronic storage is 100% secure. While we strive to protect your personal information, we cannot guarantee absolute security.
Depending on your location and applicable law, you may have the following rights regarding your personal information:
To exercise any of these rights, contact us at frederick@suncrest-wealth.com.
Our website may use cookies and similar tracking technologies to enhance your browsing experience, analyze site traffic, and understand how visitors interact with our site. You may control cookie settings through your browser preferences. Disabling cookies may affect certain website functionality.
We do not use tracking technologies to collect sensitive financial information; those interactions occur through secure, encrypted forms.
Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those sites. We encourage you to review the privacy policies of any third-party sites you visit.
Our services are intended for business owners and adults aged 18 and older. We do not knowingly collect personal information from individuals under the age of 18. If you believe we have inadvertently collected such information, please contact us immediately.
We may update this Privacy Policy from time to time to reflect changes in our practices, technology, or legal requirements. When we make material changes, we will update the "Last Updated" date at the top of this page. We encourage you to review this policy periodically.
If you have questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us:
Suncrest Wealth Management LLC
2959 N Swan Rd. Suite 101
Tucson, AZ 85712
Email: frederick@suncrest-wealth.com