PRIVACY POLICY
Guardian Wealth Strategies, LLC (“Guardian,” “we,” “us,” or “our”) is a registered investment adviser. Protecting the confidentiality of personal information is fundamental to our fiduciary responsibility. This Privacy Policy describes how we collect, use, and safeguard information through our website.
This policy applies only to information collected online. Clients receive a separate privacy notice in accordance with federal and state securities regulations.
Information We CollecT
- Information you provide: Name, email address, phone number, financial details, or other information submitted through contact forms, scheduling tools, document uploads, or advisory intake processes.
- Automatically collected information: IP address, browser type, device information, pages visited, and similar analytics data collected through cookies or related technologies.
How We Use Information
- Respond to inquiries and evaluate prospective client relationships
- Provide investment advisory and financial planning services
- Operate, maintain, and improve our website and technology systems
- Comply with regulatory, legal, and recordkeeping obligations
- Protect against fraud, unauthorized access, or misuse
Guardian Wealth Strategies does not sell personal information.
Information Sharing
We may share information with service providers that support our advisory business, including custodians, technology vendors, CRM providers, document storage platforms, and other operational partners. Information may also be disclosed if required by law, regulation, subpoena, or regulatory examination. No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties
Data Security
We maintain administrative, technical, and physical safeguards designed to protect personal information in accordance with applicable securities and privacy regulations. While we strive to use commercially reasonable security measures, no system can be guaranteed to be completely secure.
Third-Party Websites
Our website may contain links to external websites. Guardian is not responsible for the privacy practices or content of those sites.
Changes to This Policy
We may update this Privacy Policy periodically. Updates will be reflected by a revised effective date.