Privacy policy

Information we collect

We collect information you provide on forms, by phone, or in person—such as name, address, email, date of birth, tax identification numbers, financial account data, and employment information—when you inquire about or use our services. We also receive information from custodians, product sponsors, and public sources as needed to service your account. Our website may use standard technologies (e.g. cookies) to understand how visitors use the site; you can control cookies through your browser settings.

How we use information

We use this information to provide advisory and related services, respond to your requests, meet legal and regulatory obligations, protect against fraud, and communicate with you about your relationship with Savant Wealth. We do not sell your personal information. Where we use vendors (e.g. cloud hosting, email), we require them to protect information appropriately.

Sharing & retention

We may share information with service providers, regulators, and others as required or permitted by law (including the Gramm-Leach-Bliley Act and Regulation S-P for client records). We retain information for as long as needed to service accounts and meet legal and professional requirements.

Your choices

Depending on your state of residence, you may have rights to access, correct, or delete certain personal data. To make a request or ask questions, contact help@savantwealth.site or call 612-456-5733. We will verify your identity before fulfilling requests.

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