Privacy Policy
Introduction
Neptune Advisor Solutions LLC, doing business as NeptuneWealth ("we", "us", "our", or "Neptune Wealth"), a Registered Investment Advisor (RIA) in Pennsylvania and Florida, respects your privacy and is committed to protecting it through our compliance with this policy. This policy describes the types of information we may collect from you or that you may provide when you visit our website (our "Website") and our practices for collecting, using, maintaining, protecting, and disclosing that information.
Information We Collect
We collect several types of information from and about users of our Website, including: Information by which you may be personally identified, such as name, postal address, email address, telephone number, mobile phone number, and any other information defined as personal or personally identifiable information under applicable law ("Personal Information") Information about your internet connection, the equipment you use to access our Website, and usage details Information you provide when filling out forms on our Website or corresponding with us Records and copies of your correspondence if you contact us.
How We Use Your Information
We use the information we collect for the following purposes:
To Communicate with You: We use your contact information to respond to your inquiries, provide investment advisory services, send administrative information, and keep you informed about your account or our services.
Marketing and Promotional Communications: With your consent, we may use your information to send you updates, newsletters, or marketing communications via email, phone, or text message. You can opt out of receiving these communications at any time by following the instructions provided in the communication or contacting us directly.
Legal Compliance: We may use your information to comply with applicable laws, regulations, or legal obligations, including responding to subpoenas, court orders, or legal requests.
Service Improvement: To improve our Website, products or services, marketing, or customer relationships and experiences.
Text Message Communications and Consent
You are not required to consent to receiving text messages from Neptune Wealth. By providing your phone number and opting in, you consent to receive text messages from Neptune Wealth regarding your inquiry, our services, or related investment matters. Message and data rates may apply. You can opt out of receiving text messages at any time by:
Replying "STOP" to any text message you receive from us
Emailing support@neptunewealth.com
Calling us at (833) 307-4121
Please note that opting out may limit our ability to communicate with you regarding your account or services. You acknowledge that text messaging is not a secure form of communication, and you agree not to send sensitive personal or financial information via text message.
Information Sharing and Disclosure
We do not sell or rent your personal information to third parties. We do not sell, rent, release, or transfer your SMS consent or phone number to any third party for any third party marketing purposes. We may share your information in the following circumstances:
Service Providers: We may share your information with our service providers who perform services on our behalf, such as marketing, customer services, or technical support. These service providers are contractually obligated to protect your information and use it only for services they provide.
Legal Requirements: We may disclose your information if required by law, regulation, or legal process, or if we believe disclosure is necessary to protect our rights, property, or the safety of our users or others.
Business Transfers: To a buyer or other successor in the event of a merger, divestiture, restructuring, reorganization, dissolution, or other sale or transfer of some or all of Neptune Wealth's assets.
Data Security
We implement reasonable security measures to protect your personal information from unauthorized access, use, disclosure, alteration, or destruction. However, no method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security.
Your Rights and Choices
Opting Out: You may opt out of receiving marketing communications from us by following the instructions in those communications or contacting us directly. If you opt out, we may still send you nonpromotional communications related to your investment services or our ongoing business relationship.
Access and Update Information: You have the right to access, update, or correct your personal information. To do so, please contact us using the information provided below. Third-party WebsitesOur Website may contain links to thirdparty websites. We are not responsible for the privacy practices or content of these thirdparty sites. We encourage you to review the privacy policies of any thirdparty websites you visit.
Children's Privacy
Our website is not intended for children under the age of 18. We do not knowingly collect personal information from children under 18. If we become aware that we have inadvertently collected personal information from a child under 18, we will take steps to delete such information.
Changes to Our Privacy Policy
We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated "Last Updated" date. If we make material changes to how we treat our users' personal information, we will notify you through a notice on the Website homepage. We encourage you to review this Privacy Policy periodically for any updates.
Contact Information
If you have any questions or concerns about this privacy policy or our privacy practices, including our text messaging services, please contact us at:
support@neptunewealth.com
By using our Website, you agree to the terms of this Privacy Policy. If you do not agree with these terms, you should not use the Website.
Last Updated: February 17th, 2024