Privacy Policy

Ellevation Wealth Management & Legacy Planning, LLC ("Ellevation," "we," "us," or "our") respects the privacy of clients, prospective clients, website visitors, and others who communicate with us. This Privacy Policy explains the types of information we may collect, how we use and protect that information, and the choices available to you.

This policy applies to information collected through this website, our contact and introduction forms, communications with our firm, and other interactions with Ellevation. Additional privacy notices may apply to clients of our financial services business as required by applicable law and regulation.

Depending on how you interact with us, we may collect information you voluntarily provide, including your name, email address, telephone number, information included in a note or inquiry, communication preferences, and information supplied when making an introduction.

Our website and service providers may also collect limited technical information such as IP address, browser or device information, pages visited, referring information, and security or diagnostic logs. We may use cookies or similar technologies when necessary to operate, secure, understand, or improve the website.

Please do not submit sensitive account numbers, passwords, Social Security numbers, or other highly sensitive financial information through general website forms.

We may use information to respond to inquiries, provide requested information or services, arrange conversations, honor communication preferences, maintain and secure our website, meet legal or regulatory obligations, keep appropriate business records, and otherwise operate our firm.

Information submitted through our Introduction experience is used to facilitate the introduction in the manner selected by the person making it. We do not add an introduced person to a marketing list simply because someone introduced them.

We may share information with service providers that assist us in operating our business, technology, communications, security, recordkeeping, or professional services, subject to appropriate obligations and applicable law. We may also disclose information when required by law, regulation, legal process, regulatory request, or to protect the rights, security, and integrity of our firm or others.

We do not sell personal information. We do not share personal information with unaffiliated third parties for their own independent marketing purposes except as permitted by law or with your authorization.

Mobile information and text messaging opt-in data and consent will not be sold, rented, or shared with third parties or affiliates for their marketing or promotional purposes.

If you separately choose to receive text messages from Ellevation, we use your mobile number and messaging consent to provide the communications described at the point of opt-in. Providing a telephone number alone does not enroll you in our text messaging program.

SMS consent is voluntary and is not a condition of receiving services from Ellevation. You may withdraw consent by replying STOP to a message. For help, reply HELP or contact us at 888.355.3886.

For additional information about our messaging program, please review our Terms & Messaging Conditions.

We use administrative, technical, and physical safeguards designed to protect information against unauthorized access, loss, misuse, or alteration. No method of electronic transmission or storage can be guaranteed to be completely secure.

We retain information for as long as reasonably necessary for the purposes described in this policy and as required by applicable legal, regulatory, compliance, and recordkeeping obligations.

You may choose not to provide information through our website and may contact us by another available method. You may also ask us to update certain contact information or communication preferences, subject to legal and regulatory recordkeeping requirements.

To opt out of recurring text messages, reply STOP. To request assistance regarding text messages, reply HELP.

Our website may link to third-party websites, including regulatory, scheduling, or service-provider sites. Their privacy practices are governed by their own policies, and Ellevation is not responsible for the privacy practices or content of third-party websites.

If you have questions about this Privacy Policy or our privacy practices, please contact: