Legal Business Name: Simplified Wealth Management, Inc.
Brand Name: Simplified Wealth Management
Effective Date: July 24, 2025
Simplified Wealth Management (“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 www.simplifiedwealth.com, including any other media form, media channel, mobile website, or mobile application related or connected thereto (collectively, the “Site”). Please read this privacy policy carefully. If you do not agree with the terms of this privacy policy, please do not access the site.
1. Information We Collect
We may collect information about you in a variety of ways.
1.1 Personal Data (Information you provide directly):
We collect identifiable information such as your name, email address, phone number, and other contact details when you voluntarily provide it to us through forms, sign-ups, or inquiries (e.g., via https://www.simplifiedwealth.com/contact/). This includes information provided when you:
- Schedule an appointment.
- Fill out client forms.
- Contact us through our website, email, or phone.
- Subscribe to our newsletter or SMS notifications.
- Provide feedback or reviews.
- Participate in surveys or promotional activities
Types of Personal Information Collected:
- Contact Information: Name, email address, phone number, mailing address.
- Personal Details: Date of birth (if provided).
- Financial Information: Details relevant to investment management, financial advisory, and planning services (e.g., financial goals, investment history, income, assets, liabilities, retirement plans, 401(k) details).
- Communication Preferences: SMS opt-in status, email preferences.
1.2 Usage Data (Automatically Collected Information):
Information automatically collected when you access the Site, such as your IP address, browser type, operating system, access times, and pages viewed directly before and after accessing the Site.
1.3 Cookies and Tracking Technologies:
We may use cookies, web beacons, and other tracking technologies to customize and improve your experience on the Site.
2. How We Use Your Information
We use the collected information to:
- Provide Investment Management, Financial Advisory, and Planning Services.
- Guide clients through personalized strategies to help them achieve their financial goals and optimize their wealth.
- Communicate with you, either directly or through partners, regarding your financial needs and services.
- Send you updates, marketing communications, and promotional offers (you can opt out at any time).
- Optimize advertising performance.
- Respond to your inquiries and provide customer support.
3. Sharing Your Information
We do not sell your personal information. We may share information with:
- Service Providers: To perform services on our behalf (e.g., hosting, analytics, marketing, communication platforms).
- Legal Obligations: To comply with laws or respond to lawful requests and legal processes.
- Business Transfers: If we are involved in a merger, sale, or acquisition.
TCR COMPLIANCE STATEMENT (CRITICAL FOR SMS):
SMS consent is not shared with third parties or affiliates for their own marketing/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.
4. Your Privacy Rights
Depending on your location, you may have rights including:
- Access to your personal data.
- Correction of inaccurate or incomplete data.
- Deletion of your personal data.
- Withdrawal of consent (where processing is based on consent).
- Opting out of marketing communications.
To exercise these rights, contact us at contact@simplifiedwealth.com.
5. Security of Your Information
We implement appropriate technical and organizational measures to protect your personal data. However, no electronic transmission or storage method is 100% secure, and we cannot guarantee absolute security.
6. Third-Party Links
Our Site may contain links to third-party websites. We are not responsible for the content or privacy practices of those sites.
7. SMS / Text Messaging Policy (TCR Compliant)
This section outlines the specific terms governing your consent to receive text messages from Simplified Wealth Management.
7.1 Consent to Receive SMS Messages:
We only send SMS messages to individuals who have provided explicit express written consent to receive such communications. This consent is obtained when you provide your mobile number on our contact form at https://www.simplifiedwealth.com/contact/ and check the SMS consent checkbox. By opting into our SMS program, you agree to receive text messages from us. You understand that consent is not a condition of receiving our services.
7.2 Purpose and Types of Messages:
You agree to receive messages from Simplified Wealth Management for purposes including:
- Conversations (External): Direct, two-way text message dialogues with clients and prospective clients to provide customer care and general assistance related to their financial needs. This includes discussions about finances, retirement planning, 401(k)s, and other financial advisory services, serving as an open line of communication for personalized support.
7.3 Message Frequency:
Message frequency will vary depending on your inquiries and ongoing financial planning needs.
7.4 Message and Data Rates:
Message and data rates may apply to any messages sent to or from you. Standard message and data rates charged by your mobile carrier may apply. Please consult your mobile carrier for details regarding your specific messaging plan.
7.5 Opt-Out Instructions:
You can stop receiving SMS messages from Simplified Wealth Management at any time. Simply reply STOP, END, CANCEL, UNSUBSCRIBE, or QUIT to any text message you receive from us. You will receive one final confirmation message indicating that you have been unsubscribed. No further messages will be sent unless you explicitly opt back in.
7.6 Help and Support:
If you need assistance or have questions regarding our SMS program, you can reply HELP or INFO to any message you receive from us, or contact our office directly at (951) 284-4900 or by email at contact@simplifiedwealth.com.
7.7 Third-Party Providers for SMS:
We may use third-party service providers (such as RingCentral) to facilitate our SMS communications. These providers are contractually bound to handle your data in accordance with this Privacy Policy and applicable laws, acting solely as our service providers for message delivery.
8. Changes to This Policy
We may update this Privacy Policy from time to time. The updated version will be indicated by an updated “Effective Date” and will be effective as soon as it is accessible.
9. Contact Information
If you have questions about this Privacy Policy, please contact us:
Simplified Wealth Management
391 N. Main Street Suite, 107
Corona Ca, 92878
Phone: (951) 284-4900
Email: contact@simplifiedwealth.com
Website: https://www.simplifiedwealth.com/
