1. Introduction

Private Label Wealth Management, Inc. (“we”, “our”, “us”, or “Private Label Wealth Management”) is committed to protecting the privacy of visitors to our website, https://www.pl-wealth.com, and our clients. This Privacy Policy outlines our practices concerning the collection, use, and protection of your personal information.

2. Information We Collect

We collect the following types of personal information when you submit it to us through our website or sign up for our mailing list:

• Name

• Email address

• Phone number

3. Cookies and Similar Technologies

Our website uses cookies and similar technologies to function properly and to help us understand how visitors use the site. Some cookies are necessary for the website to operate and cannot be disabled. Our site may also use analytics cookies to collect aggregate information about site traffic and usage patterns. When you first visit our website, a cookie banner will allow you to accept or decline non-essential cookies. You may also manage cookie preferences through your browser settings at any time.

4. How We Use Your Information

We use the information we collect to:

• Respond to your inquiries

• Provide you with information about our services

• Manage our client relationships

• Send news and updates to subscribers of our mailing list

• Analyze website traffic and usage patterns to improve our website

5. Sharing of Your Information

We do not sell, trade, or transfer your personal information to outside parties. We use third-party service providers, including our website hosting provider and a Customer Relationship Management (CRM) system, to help operate our website and manage the information you provide. These providers maintain their own privacy and security measures, which are governed by their respective policies.

6. Data Retention

We retain the personal information you provide to us indefinitely, unless you request its deletion. If you subscribe to our mailing list, we will retain your email address for as long as you remain subscribed.

7. Your Rights and Choices

You have the right to:

• Access the personal information we have about you

• Request correction of your personal information

• Request deletion of your personal information

• Opt-out of future communications from us

• Accept or decline non-essential cookies through our cookie banner or your browser settings

To exercise these rights or to unsubscribe from our mailing list, please contact us using the information provided in the “Contact Information” section below, or use the unsubscribe link provided in each email.

8. California Residents’ Rights

If you are a California resident, you have the following additional rights under California law:

• The right to know what personal information we collect about you and how we use and share it

• The right to request deletion of your personal information (subject to certain exceptions)

• The right to opt-out of the sale of your personal information (note that we do not sell personal information)

• The right to non-discrimination for exercising your privacy rights

• The right to correct inaccurate personal information that a business has about them

• The right to limit the use and disclosure of sensitive personal information collected about them

To exercise these rights, please contact us using the information provided in the “Contact Information” section below.

9. European Economic Area (EEA) Visitors

While our services are primarily directed at U.S. residents, we recognize that we may collect personal data from individuals in the European Economic Area (EEA). If you are located in the EEA, you have certain rights under the General Data Protection Regulation (GDPR), including:

• The right to access your personal data

• The right to rectify inaccurate personal data

• The right to erasure of your personal data

• The right to restrict processing of your personal data

• The right to data portability

• The right to object to processing of your personal data

• The right to withdraw consent at any time

If you wish to exercise any of these rights, please contact us using the information provided in the “Contact Information” section. We will respond to your request in accordance with applicable data protection laws.

Please note that we may need to retain certain information for record keeping purposes or to complete transactions, or when required by law.

10. Data Security

We take the security of your personal information seriously. We use industry-standard security measures to protect your data, including secure servers, firewalls, and encryption. Our service providers employ advanced security protocols to safeguard personal information from unauthorized access, disclosure, alteration, and destruction.

Despite these measures, please be aware that no method of transmission over the Internet or method of electronic storage is 100% secure. While we strive to use commercially acceptable means to protect your personal information, we cannot guarantee its absolute security.

11. Third-Party Links

Our website may contain links to third-party websites. We have no control over the content, terms and conditions, privacy policies, or practices of any third-party websites. You are subject to the policies of those third-party websites where applicable. We encourage you to review the terms of these third-party websites before providing any personal information.

12. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or for other operational, legal, or regulatory reasons. The date of the latest revision will be indicated at the top of the Privacy Policy. We encourage you to review this policy periodically to stay informed about how we protect your personal information.

13. Contact Information

If you have any questions about this Privacy Policy, wish to exercise your rights regarding your personal information, or need to contact us for any other privacy-related matter, please email us at:

privacy@pl-wealth.com

14. Consent

By using our website and providing your information, you consent to the collection and use of your information as described in this Privacy Policy.