Privacy Policy Notice
Dental Wealth Partners LLC has adopted this policy with recognition that protecting the privacy and security of the personal information we obtain about our customers is an important responsibility. We also know that you expect us to service you in an accurate and efficient manner. To do so, we must collect and maintain certain personal information about you. We want you to know what information we collect and how we use and safeguard that information.
What information we collect
We collect certain nonpublic personal identifying information about you (such as your name, address, social security number, etc.) from information that you provide on applications or other forms as well as communications (electronic, telephone, written or in person) with you or your authorized representatives (such as your attorney, accountant, etc.). We also collect information about your brokerage accounts and transactions (such as purchases, sales, account balances, inquiries, etc.).
What information we disclose
We do not sell, share, or disclose your nonpublic personal information to non-affiliated third party financial companies. We will not disclose the nonpublic personal information we collect about our customers to anyone except as necessary as follows: (i) in furtherance of our business relationship with them and then only to those persons necessary to effect the transactions and provide the services that they authorize (such as broker-dealers, custodians, independent managers etc.); (ii) to persons assessing our compliance with industry standards (e.g., professional licensing authorities, etc.); (iii) our attorneys, accountants, and auditors; or (iv) as otherwise provided by law.
We are permitted by law to disclose the nonpublic personal information about you to governmental agencies and other third parties in certain circumstances (such as third parties that perform administrative or marketing services on our behalf or for joint marketing programs), however we will not do so. These third parties are prohibited to use or share the information for any other purpose. If you decide at some point to either terminate our services or become an inactive customer, we will continue to adhere to our privacy policy, as may be amended from time to time.
Text message (SMS) communications and mobile information
If you provide us with your mobile telephone number and consent to receive text messages, we may send you text messages in connection with the services you have engaged us for, such as onboarding status updates, requests for documents, and secure links to our client portal. Consent to receive text messages is not a condition of receiving any of our services. When you consent, we record the date, time, and manner of your consent and retain those records in accordance with applicable recordkeeping requirements.
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Text messaging originator opt-in data and consent will not be shared with any third parties.
We use a telecommunications service provider to transmit text messages on our behalf. That provider processes your mobile telephone number and message content solely to deliver our messages and is bound by confidentiality and data-protection obligations. Message frequency varies. Message and data rates may apply. You may opt out of text messages at any time by replying STOP to any message. For assistance, reply HELP, email clientcare@dentistfinancialplanning.com, or call (662) 339-6077. Full program terms are available in our SMS Terms & Conditions.
Security of your information
We restrict access to your nonpublic personal information to those employees who need to know that information to service your account. We maintain physical, electronic and procedural safeguards that comply with applicable federal or state standards to protect your nonpublic personal information.
Changes to our privacy policy or relationship with you
Our policy about obtaining and disclosing information may change from time to time. We will provide you notice of any material change to this policy before we implement the change.