Do Not Sell or Share My Personal Information
Effective Date: 9.1.2025
At GuidePoint Wealth Management, we prioritize the trust and integrity of our client relationships. We are committed to protecting your privacy and being transparent about how we handle your personal data.
Your Right to Opt-Out
Under the California Consumer Privacy Act (CCPA) and California Privacy Rights Act (CPRA), California residents have the right to opt-out of the “sale” or “sharing” of their personal information to third parties.
GuidePoint Wealth Management does not sell your personal information for monetary compensation. However, like many financial firms, we may “share” certain information (such as online identifiers or website activity) with service providers and business partners to:
- Deliver personalized investment insights.
- Improve our digital services and website performance.
- Reach you with relevant marketing through third-party platforms.=
How to Exercise Your Rights
If you wish to opt-out of the sale or sharing of your personal information, you may do so through any of the following methods:
- Online Request Form: [Link to a simple submission form or “Submit Request” button].
- Toll-Free Number: Call us at [Insert Toll-Free Phone Number].
- Email Us: Send a request to [Insert Privacy/Compliance Email Address] with the subject line “CCPA Opt-Out Request”.
- Global Privacy Control (GPC): We recognize GPC signals sent by your browser. If you have GPC enabled, we will automatically treat it as a request to opt-out of the sharing of information for cross-context behavioral advertising for that browser.
Specific Disclosures for Wealth Management
Please note that certain information collected in the course of providing financial products or services may be exempt from CCPA/CPRA requests if it is already covered by federal laws like the Gramm-Leach-Bliley Act (GLBA). We will continue to protect such data according to our standard [Privacy Policy](URL to main policy).
No Discrimination
We will not discriminate against you for exercising your privacy rights. This means we will not deny you services, charge different prices, or provide a different level of service because you chose to opt-out.