Introduction

Tucker Wealth, Tucker Asset Management and all associated names and DBAs ("we," "us," or "our") is committed to safeguarding the privacy of our clients and website visitors. This Privacy Policy explains how we collect, use, disclose, and protect your personal information when you visit our website or engage with our services as a Registered Investment Advisor (RIA).

Information We Collect

We may collect and process the following types of information:

  1. Personal Identification Information: Name, email address, phone number, mailing address, Social Security number, and other similar data.

  2. Financial Information: Bank account details, investment account information, and other financial data necessary for providing advisory services.

  3. Technical Information: IP address, browser type, operating system, and usage patterns on our website.

  4. Communications: Records of any correspondence or interactions with our company, including emails, phone calls, and inquiries submitted through our website.

How We Collect Your Data

We collect personal data from and about you in the following ways:

  1. Direct Interactions: You provide information by filling out forms, signing up for services, or contacting us via phone or email.

  2. Automated Technologies: We collect data such as IP addresses and website usage information through cookies or similar technologies as you interact with our website.

  3. Third Parties: We may receive personal and financial data about you from third-party custodians, service providers, or other advisors.

How We Use Your Information

We use the information we collect for the following purposes:

  1. To Provide Services: To perform investment advisory services and manage client accounts.

  2. To Comply with Legal Obligations: To meet our obligations under applicable laws and regulations, including those imposed by the SEC or state regulators.

  3. To Improve Our Services: To enhance website functionality and customer service.

  4. Marketing: With your consent, we may send promotional materials, newsletters, or other information about our services. You may opt out of these communications at any time.

Sharing Your Information

We do not sell or rent your personal information. We may share your data only in the following situations:

  1. Service Providers: With third-party vendors who provide administrative, technical, or support services necessary for our business operations.

  2. Legal and Regulatory Authorities: When required by law, regulation, or legal process, we may disclose information to regulatory bodies, auditors, or other authorities.

  3. With Your Consent: We will share your information with third parties only when you provide explicit consent.

Data Security

We employ industry-standard security measures to protect your personal and financial data. These measures include encryption, secure storage, and access control to prevent unauthorized access, alteration, or disclosure.

Data Retention

We retain your personal information for as long as necessary to fulfill the purposes for which it was collected, to comply with legal and regulatory requirements, or as required to provide ongoing advisory services.

Your Rights

As a client or website visitor, you have the following rights regarding your personal data:

  1. Access: You may request a copy of the personal information we hold about you.

  2. Correction: You may request that we correct any inaccurate or incomplete information.

  3. Deletion: You may request the deletion of your personal data where applicable.

  4. Objection: You may object to the processing of your personal information in certain circumstances.

  5. Opt-out of Marketing: You may opt out of receiving marketing communications at any time by following the unsubscribe instructions in our emails.

Cookies

We may use cookies to improve your experience on our website. You may choose to block or disable cookies through your browser settings, though doing so may limit your ability to use some features of the website.

Changes to This Privacy Policy

We may update this Privacy Policy periodically. Any changes will be posted on this page, and we encourage you to review the policy regularly to stay informed about how we are protecting your information.

Contact Us

If you have any questions or concerns about this Privacy Policy, or if you would like to exercise any of your rights, please contact us at:

Tucker Asset Management, DBA Tucker Wealth
1520 W. Canal Court,
Littleton, Colorado 80120
(800) 734-0076
Taminfo@Tuckeram.com

By using our website and services, you acknowledge that you have read and understood this Privacy Policy and consent to the collection and use of your information as outlined above.