Trusted Arizona Financial Advisor: (480) 305-2038 Client Center

Privacy Policy

Thompson Wealth Management (“we,” “us,” or “our”) respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, and share your data when you visit our website, https://twmplan.com.

SMS Consent

We do not share phone numbers or SMS consent with third parties or affiliates for marketing purposes. If you provide your phone number, it will only be used for communication related to the services you request, including appointment reminders and service updates.

SMS Terms of Service

By opting into SMS from a web form or other medium, you are agreeing to receive SMS messages from Thompson Wealth Management. This includes SMS messages for a appointment reminders. Message frequency varies. Message and data rates may apply. Reply STOP to any message to opt out.

1. How We Collect Your Personal Information

We collect personal information through the following methods:

  • Website Forms: When you fill out a contact form, request a consultation, or subscribe to communications.
  • Cookies & Tracking Technologies: When you visit our website, we collect data such as IP addresses and browsing activity.
  • Emails & Phone Calls: When you interact with us through email or phone.
  • Offline Interactions: When you engage with us in person at seminars, events, or meetings.

2. What Personal Information We Collect

We may collect the following types of personal information:

  • Basic Identifiers: Name, email address, phone number, mailing address.
  • Financial Information: Data related to financial planning services.
  • Website Usage Data: IP address, browser type, and browsing behavior on our website.
  • Communication Preferences: Your preferences regarding email, SMS, and other communications.

3. How We Use Your Personal Information

We use your information for the following purposes:

  • Providing Services: To offer financial planning and wealth management services.
  • Communication: To respond to inquiries, schedule consultations, and send relevant updates.
  • Marketing & Education: To send newsletters, educational materials, and event invitations (you may opt out anytime).
  • Improving Website Experience: To enhance website functionality and understand visitor interactions.
  • Legal & Compliance Requirements: To fulfill regulatory and legal obligations.

We do not sell your personal information.

4. How and Why We Share Personal Information with Third Parties

We only share personal information in the following cases:

  • Service Providers: We may share data with third-party providers who assist in website hosting, email communication, and CRM management. These providers are contractually obligated to keep your data secure and confidential.
  • Legal & Regulatory Compliance: We may disclose information when required by law, regulatory agencies, or court orders.
  • Business Transactions: In the event of a merger, acquisition, or business transition, your data may be transferred as part of the company assets.

We do not share personal information with third parties for their marketing purposes.

5. Your Privacy Choices

You have the right to:

  • Opt out of marketing emails via the unsubscribe link.
  • Request access to the personal information we store.
  • Request deletion of your data, subject to legal obligations.

To exercise these rights, contact us at invest@twmplan.com

6. Data Security

We implement security measures to protect your data, including:

  • Encryption and secure data storage
  • Access controls to restrict unauthorized access
  • Regular security monitoring and updates

7. Cookies and Tracking Technologies

We use cookies and similar technologies to enhance user experience and analyze website traffic. You can adjust cookie settings in your browser. Disabling cookies may affect website functionality.

8. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for their privacy practices and encourage you to review their policies.

9. Updates to This Privacy Policy

We may update this Privacy Policy periodically. Changes will be posted on this page with an updated effective date.

10. Contact Us

If you have any questions regarding this Privacy Policy, please contact us at:

📍 Thompson Wealth Management
16430 N Scottsdale Rd, Suite 150 Scottsdale AZ 85254
📞 480-305-2038
📧 invest@twmplan.com

11. Additional Compliance Policy

For additional compliance details, please review our compliance privacy policy:
📄 Harbour Investments Compliance Privacy Policy

                   

Talk with Our Team

Whether it's financial planning or investment management or both, we believe confidence should drive every money decision you encounter.

(480) 305-2038
Call to our office at any time
invest@twmplan.com
Our support team
                                 
16430 N Scottsdale Rd
Suite 150, Scottsdale, AZ 85254
8:00a - 4:30p
Monday to Friday

Whether it's financial planning or investment management or both, we believe confidence should drive every money decision you encounter.

About TWM

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