Privacy Policy

Privacy Policy
Effective Date: 2025

DuPont Wealth Solutions, doing business as Advocate Wealth Solutions
655 Metro Place South #440, OH, Dublin 43017
(614) 408 -0004

Your privacy is a top priority.
This Privacy Policy explains how we collect, use, and protect your personal information when you interact with our website (www.advocatewealthsolutions.com), services, and communications, including SMS messaging.

Information We Collect

We may collect the following information when you engage with our firm:

Personal Information: Name, phone number, email address, mailing address, and other contact details.
Case-Related Information: Financial planning inquiries and other data submitted through consultation forms or intake processes.
Technical Information: IP address, browser type, and data collected via analytics tools to improve website performance.
Communication Preferences: Your consent history and preferences regarding email and SMS messaging.

How We Use Your Information

We use your information to:

Provide financial planning services and respond to your inquiries, Send appointment and event reminders, updates, and alerts via SMS, phone, or email, Improve the functionality and effectiveness of our services and website. Comply with legal, ethical, and regulatory obligations.

SMS Communications & Compliance

When you opt into SMS communications, you consent to receive text messages from Advocate Wealth Solutions.
Message frequency may vary.
Message and data rates may apply.
To opt out, reply STOP to any message. For assistance, reply HELP or contact us at info@advocatewealthsolutions.com or (614) 408-0004.

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes.

Information sharing to subcontractors in support roles (e.g., customer service providers) is permitted.

All other use cases exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties, except for aggregators and providers of the text messaging services.

Data Security

We implement reasonable technical and administrative safeguards to protect your personal data. While we take precautions, no system is completely secure, and we cannot guarantee absolute protection.

Trusted Tools We Use

We may use secure third-party platforms to help manage website traffic, form submissions, communications, and CRM functions (e.g., Google Analytics, Meta, Keap CRM). These vendors are contractually required to safeguard your information and use it solely for service delivery on our behalf.

Policy Updates

We may update this policy periodically. When we do, we will revise the “Effective Date” at the top of this page. Please review this policy regularly to stay informed.

Questions?
Reach out at:

info@advocatewealthsolutions.com

Advocate Wealth Solutions
655 Metro Place South Suite #440
Dublin, OH 43017
614-408-0004