Privacy Policy

At Belmont Wealth Management, safeguarding your privacy is of utmost importance to us. We adhere to several core principles:

  • We carefully consider the personal information we request from you and the data we collect about you while operating our services.

  • We retain personal information only for as long as necessary, based on the purposes for which it was collected.

  • We strive to ensure that none of your information within our app is ever shared publicly and is maintained with the highest level of privacy protection possible.

  • We commit to permanently deleting any data you've requested to be removed after a 6-month period.

  • We assist in safeguarding you from excessive government requests for your personal information.

  • We strive for complete transparency regarding the methods by which we collect, utilize, and distribute your personal information.

Below is our Privacy Policy, which incorporates and clarifies these principles.

Our Identity and Scope of Policy

At Belmont Wealth Management. Our goal is to enhance your financial well-being.

This Privacy Policy pertains to the information we gather about you when you utilize our website.

In this Privacy Policy, we will refer to our website and other offerings collectively as "Services." Additionally, if you wish to discover more about Belmont Wealth Management, please refer to the section below on Responsible Company.

Please be aware that this Privacy Policy does not extend to any of our products or services that are governed by a separate privacy policy.

Here, we'll outline how we gather, utilize, and disclose information about you, as well as the options available to you regarding that information.

Information We Collect

We only gather information about you when there's a valid reason to do so – such as to deliver our Services, communicate with you, or enhance our offerings.

Information is collected in three primary ways: when you voluntarily provide it to us, automatically as a result of using our Services, and from external sources. Now, let's delve into the specifics of the information we collect.

Belmont Wealth Management

Safeguarding the privacy and confidentiality of your personal information is a cornerstone of our operations at Belmont Wealth Management. Our team and partners prioritize the protection of your personal data and have established this privacy policy to adhere to existing legal regulations concerning personal information protection. This statement outlines our privacy approach and details the methods we employ to uphold the privacy and confidentiality of your information. Specifically, the following protocols are implemented to ensure the security of your data:

1. Collection, Use, and Retention of Personal Information

We gather personal information, which identifies you as an individual, solely to serve you as our client. Typically, we obtain this information directly from you. Before or during the collection process, we will explain how we plan to utilize this data. We limit our collection to what's necessary for those purposes and obtain consent before gathering information from third parties. You have the right to withdraw your consent at any time.

We retain your information only as long as needed for the purposes it was collected. In some cases, we may keep it beyond our relationship with you if required by law.

2. Information Disclosure

We do not share personal information with others without your consent, except when mandated by law. With your approval, we may disclose information to financial institutions acting as your agents and your other advisors. We ensure these parties maintain a comparable level of protection for your information.

If compelled by law, we disclose only legally required information after verifying the validity of the order.

3. Information Protection

We maintain robust security measures to safeguard our systems and your information against unauthorized access and use. Access to personal information is restricted to necessary staff, who have undergone privacy training and signed confidentiality agreements. We employ physical, technological, and contractual safeguards and regularly audit our procedures to ensure effectiveness.

4. Access and Accuracy of Information

Upon request, we provide access to the information we hold about you and make every effort to keep it accurate and up-to-date. We appreciate your assistance in keeping us informed of any changes. If errors are identified, we promptly correct them and notify relevant parties.

5. Privacy Choices

We prioritize the confidentiality of your personal information. A designated privacy officer is available to address any questions or concerns regarding our privacy policy. All inquiries or complaints should be directed to the privacy officer, who will acknowledge inquiries within five working days and respond within thirty days.