Privacy Policy
1. Privacy Overview
SG Wealth Managers, LLC ("we," "us," or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website at sgwealthmanagers.com (the "Site").
By using our Site, you consent to the data practices described in this policy. If you do not agree with this Privacy Policy, please do not access the Site.
Important: We do not sell your personal information to third parties. Your information is used only to provide our services, improve your experience, and communicate with you.
2. Information We Collect
Information You Provide
We collect information you voluntarily provide when you:
- Fill out a contact form or scheduling request
- Subscribe to our newsletter or updates
- Request information about our services
- Communicate with us via phone, email, or other channels
This information may include:
- Name
- Email address
- Phone number
- Message content and inquiries
- Other information you choose to provide
Information Collected Automatically
When you visit our Site, certain information is collected automatically through cookies and tracking technologies:
| Data Type | Examples |
|---|---|
| Device Information | Browser type, operating system, device type |
| Usage Data | Pages visited, time spent on pages, click patterns |
| Location Data | General geographic location (city/region level) |
| Referral Data | How you arrived at our Site (search engine, ad, direct) |
| IP Address | Used for analytics and security purposes |
3. How We Use Your Information
We use the information we collect for the following purposes:
| Purpose | Description |
|---|---|
| Provide Services | To respond to your inquiries and schedule consultations |
| Communication | To send appointment confirmations, follow-ups, and requested information |
| Improve Our Website | To analyze how visitors use our Site and enhance user experience |
| Marketing & Advertising | To measure ad effectiveness and deliver relevant advertisements |
| Security | To protect against fraud, unauthorized access, and security threats |
| Legal Compliance | To comply with legal obligations and protect our legal rights |
4. Third-Party Tools & Services
We use trusted third-party services to operate our website and business. These services may collect or process your information on our behalf:
| Service | Purpose | Data Processed |
|---|---|---|
| Google Ads | Advertising and conversion tracking | Ad clicks, conversion events, device info |
| Google Tag Manager | Managing website tracking tags | Page views, events, user interactions |
| Google Search Console | Search performance monitoring | Search queries, impressions, clicks |
| Facebook Pixel (Meta) | Advertising and conversion tracking | Ad interactions, conversion events, device info |
| Hotjar | Website analytics and user experience | Mouse movements, clicks, scroll behavior, session recordings |
| Zapier | Form submission automation | Form data (name, email, phone, message) |
Each of these services has their own privacy policy governing their use of data:
6. Data Security
We take reasonable measures to protect your personal information from unauthorized access, use, or disclosure. Our security measures include:
- SSL Encryption: All data transmitted through our Site is encrypted using SSL/TLS technology
- Secure Hosting: Our website is hosted on secure servers with regular security updates
- Limited Access: Access to personal information is restricted to authorized personnel only
- Third-Party Vetting: We only work with reputable third-party service providers who maintain appropriate security standards
While we strive to protect your information, no method of transmission over the Internet is 100% secure. We cannot guarantee absolute security of your data.
Data Retention
We retain your personal information for as long as necessary to fulfill the purposes outlined in this policy, unless a longer retention period is required by law. Contact form submissions are typically retained for up to 7 years for business and regulatory purposes.
7. Data Sharing
We do not sell your personal information. We will never sell, rent, or trade your personal data to third parties for their marketing purposes.
We may share your information in the following limited circumstances:
- Service Providers: With third-party vendors who assist us in operating our website and business (as described in Section 4)
- Legal Requirements: When required by law, court order, or governmental authority
- Protection of Rights: To protect our rights, privacy, safety, or property
- Business Transfers: In connection with a merger, acquisition, or sale of assets (you would be notified)
- With Your Consent: When you have given us explicit permission
8. Your Rights & Choices
You have certain rights regarding your personal information:
- Access: Request a copy of the personal information we hold about you
- Correction: Request correction of inaccurate personal information
- Deletion: Request deletion of your personal information (subject to legal retention requirements)
- Opt-Out: Unsubscribe from marketing communications at any time
- Cookie Control: Manage cookies through your browser settings or opt-out links provided
Exercising Your Rights
To exercise any of these rights, please contact us using the information in Section 10 below. We will respond to your request within 30 days.
9. California Privacy Rights
If you are a California resident, you have additional rights under the California Consumer Privacy Act (CCPA):
- The right to know what personal information is collected, used, shared, or sold
- The right to delete personal information held by businesses
- The right to opt-out of the sale of personal information — Note: We do not sell personal information
- The right to non-discrimination for exercising your privacy rights
To exercise your California privacy rights, please contact us using the information below.
10. Contact Information
If you have questions about this Privacy Policy or wish to exercise your privacy rights, please contact us:
SG Wealth Managers, LLC
7900 E Thompson Peak Pkwy, Suite 140
Scottsdale, AZ 85255
Phone: (480) 597-1743
Email: [email protected]
Changes to This Policy
We may update this Privacy Policy from time to time. When we make changes, we will update the "Last Updated" date at the top of this page. We encourage you to review this page periodically for the latest information.
Governing Law
This Privacy Policy is governed by the laws of the State of Arizona, without regard to its conflict of law principles. Any disputes arising from this policy shall be resolved in the state or federal courts located in Maricopa County, Arizona.