Effective Date: 08/14/2025

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1. Introduction

Wealth Management of the Carolinas (“we,” “our,” or “us”) respects your privacy and is committed to protecting your personal information. This Privacy Policy outlines how we collect, use, disclose, and safeguard your information when you visit our website, use our services, or communicate with us.

 

2. Information We Collect

We may collect the following types of personal information:

• Contact Information: Name, email address, phone number, and home address

• Identification Information: Social Security number and government-issued IDs

• Financial Information: Payment and banking information for services rendered

• Account Information: If you create an account, we collect username, password, and activity data

 

3. How We Use Your Information

We use the collected information to:

• Provide and manage our financial services

• Create and manage your account

• Send administrative and service-related communications

• Send marketing communications, including text messages, unless you opt-out

• Comply with legal and regulatory obligations

 

4. SMS/Text Message Policy

We may send marketing or service-related text messages to your mobile number if you have opted in. Wealth Management does not text from a business standpoint. Any advisors who do so are acting independently.

• Opt-Out: You may opt out at any time by replying STOP or by contacting Michaela at Michaela@wealthmanagementcarolinas.com. Standard messaging rates may apply.

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We do not sell or share your mobile information with third parties for their marketing purposes.

 

5. How We Share Your Information

We do not sell your personal information. We may share it only as needed with:

• Legal or regulatory authorities

• Service providers who assist in delivering our services (e.g., IT support, legal counsel)

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All third-party vendors are bound by confidentiality obligations.

 

6. Data Security

We implement appropriate technical and organizational safeguards to protect your personal data. However, no electronic transmission is 100% secure. We encourage you to take steps to protect your information as well.

 

7. Children’s Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect information from minors.

 

8. Updates to This Policy

We may update this Privacy Policy periodically. Changes will be posted on our website with an updated effective date.

 

9. Contact Us

If you have any questions, please contact:
Wealth Management of the Carolinas
1028 Lee Ann Dr NE Ste 220 Concord NC, 28025
704-782-7233

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