Privacy Policy

1. Introduction

Legacy Wealth Advisory ("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 or use our services.

2. Information We Collect

Personal Information

We may collect personal information that you provide to us, including:

• Name and contact information (email, phone number, address)
• Financial information necessary for our advisory services
• Professional and employment information
• Information about your financial goals and risk tolerance

Automatically Collected Information

When you visit our website, we may automatically collect:

• IP address and browser information
• Usage data and website analytics
• Cookies and similar tracking technologies

3. How We Use Your Information

We use your information to:

• Provide and improve our wealth advisory services
• Communicate with you about our services
• Comply with legal and regulatory requirements
• Protect against fraud and unauthorized transactions
• Analyze and improve our website and services

4. Information Sharing

We do not sell, trade, or rent your personal information to third parties. We may share your information only in the following circumstances:

• With your explicit consent
• To comply with legal obligations or court orders
• With trusted service providers who assist us in operating our business
• In connection with a merger, acquisition, or sale of assets
• To protect our rights, property, or safety, or that of our clients

5. Data Security

We implement appropriate technical and organizational security measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. However, no method of transmission over the internet is 100% secure.

6. Your Rights

You have the right to:

• Access and review your personal information
• Request correction of inaccurate information
• Request deletion of your information (subject to legal requirements)
• Opt out of marketing communications
• Withdraw consent where we rely on consent to process your data

7. Cookies and Tracking

Our website uses cookies to enhance your experience and analyze website traffic. You can control cookie settings through your browser preferences. Disabling cookies may affect website functionality.

8. Children's Privacy

Our services are not directed to individuals under 18 years of age. We do not knowingly collect personal information from children under 18.

9. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of any material changes by posting the new policy on our website with an updated effective date.

10. Contact Information

If you have questions about this Privacy Policy or our data practices, please contact us: