Transform Your Financial Future

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Privacy Policy

Effective Date: January 1, 2024

Information We Collect

We collect information you provide directly to us, such as when you create an account, request a consultation, or contact us. This may include your name, email address, phone number, and financial information necessary to provide our services.

How We Use Your Information

We use the information we collect to provide, maintain, and improve our services, communicate with you, and comply with legal obligations. We do not sell or rent your personal information to third parties.

Information Sharing

We may share your information with trusted service providers who assist us in operating our business, but only to the extent necessary and under strict confidentiality agreements.

Data Security

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction.

Your Rights

You have the right to access, update, or delete your personal information. You may also opt out of certain communications from us.

Contact Us

If you have questions about this Privacy Policy, please contact us at [email protected] or call +1 (212) 847-3921.

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Terms of Service

Effective Date: January 1, 2024

Acceptance of Terms

By accessing and using our services, you accept and agree to be bound by the terms and provision of this agreement.

Services Description

SavvyWealthMate provides financial planning and investment advisory services. Our recommendations are based on the information you provide and are subject to market risks.

Client Responsibilities

You agree to provide accurate and complete information, review all recommendations carefully, and understand that all investments carry risk of loss.

Limitation of Liability

Our liability is limited to the fees paid for our services. We are not liable for market losses or decisions made contrary to our recommendations.

Termination

Either party may terminate this agreement with 30 days written notice. Upon termination, you remain responsible for any outstanding fees.

Governing Law

This agreement is governed by the laws of New York State and any disputes will be resolved in New York courts.

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DMCA Policy

Effective Date: January 1, 2024

Copyright Infringement Notice

SavvyWealthMate respects the intellectual property rights of others and expects our users to do the same.

DMCA Takedown Procedure

If you believe that content on our website infringes your copyright, please provide us with the following information:

• A physical or electronic signature of the copyright owner or authorized agent
• Identification of the copyrighted work claimed to have been infringed
• Identification of the material that is claimed to be infringing
• Your contact information including address, telephone number, and email
• A statement of good faith belief that the use is not authorized
• A statement of accuracy under penalty of perjury

Counter-Notification

If you believe your content was removed in error, you may submit a counter-notification with the required legal elements.

Contact Information

Send DMCA notices to: [email protected]

Or mail to:
SavvyWealthMate DMCA Agent
425 Park Avenue, Suite 1200
New York, NY 10022

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GDPR Compliance

Effective Date: January 1, 2024

Your Rights Under GDPR

If you are a resident of the European Union, you have the following rights regarding your personal data:

Right of Access

You have the right to request copies of your personal data.

Right to Rectification

You have the right to request correction of inaccurate or incomplete data.

Right to Erasure

You have the right to request deletion of your personal data under certain conditions.

Right to Restrict Processing

You have the right to request restriction of processing your personal data under certain conditions.

Right to Data Portability

You have the right to request transfer of your data to another organization or directly to you.

Right to Object

You have the right to object to processing of your personal data under certain conditions.

Legal Basis for Processing

We process your data based on legitimate interest, contract performance, or consent, depending on the specific purpose.

Data Protection Officer

For GDPR-related inquiries, contact our Data Protection Officer at [email protected]

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Cookie Preferences

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These cookies are necessary for the website to function and cannot be disabled.

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These cookies help us understand how visitors interact with our website.

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Marketing Cookies

These cookies are used to track visitors across websites for marketing purposes.

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