Privacy Policy

At Blue Coast Wealth Management, we understand the importance of privacy and are committed to protecting the personal information of our clients. This privacy policy outlines how we collect, use, and disclose personal information.

Collection of Personal Information: We may collect personal information from clients through various means, including online forms, email communications, and in-person meetings. The personal information we collect may include, but is not limited to, name, address, email address, phone number, and financial information.

Use of Personal Information: The personal information we collect is used to provide financial services to our clients, manage client relationships, and to comply with legal and regulatory requirements.

Disclosure of Personal Information: We do not sell or otherwise disclose personal information to third parties, except as required by law or to provide financial services to our clients.

Protection of Personal Information: We maintain physical, electronic, and procedural safeguards to protect personal information. Access to personal information is limited to employees who need it to perform their job duties.

Access to Personal Information: Clients may request access to their personal information at any time by contacting us at info@bluecoastwealthmanagement.com.

Changes to Privacy Policy: This privacy policy may be updated from time to time to reflect changes in our privacy practices. The latest version of this policy will be posted on our website.

Contact Us: If you have any questions or concerns about our privacy policy, please contact us at info@bluecoastwealthmanagement.com.