Privacy Policy

Introduction

Flintridge Private Wealth and its affiliated entities (collectively, “Flintridge Private Wealth,” “we,” “us,” or “our”) respect your privacy. This Privacy Policy explains how we collect, use, share, and protect personal information from visitors to our websites and users of our services.

If you are our client, please also review any applicable Client Privacy Notice provided to you directly. You are considered a client if you maintain an ongoing advisory relationship with Flintridge Private Wealth through an investment advisory account or related financial planning engagement.

Information We Collect

We collect personal information that you voluntarily provide to us as well as information generated through your use of our website and services. This may include contact details such as your name, email address, phone number, and mailing address, as well as financial and household information necessary to provide financial planning, investment advisory, retirement planning, tax planning coordination, and related services. We may also collect information about your financial accounts, income, assets, liabilities, and retirement benefits when you choose to share them with us for planning purposes.

When you visit our website, we may also collect technical and usage information such as IP address, browser type, device information, and pages visited, which helps us improve website functionality and user experience.

How We Use Information

We use personal information to provide financial planning and investment advisory services, develop and maintain personalized financial strategies, communicate with you regarding your account or inquiries, improve our services and client experience, comply with legal and regulatory obligations, and help prevent fraud or unauthorized activity. We may also use your information to support operational, administrative, and business continuity needs.

How We Share Personal Information

We do not sell personal information.

We may share personal information with third-party service providers and custodians who assist in delivering our services, including account administration, technology support, compliance, and reporting functions. We may also share information with custodial firms such as Charles Schwab or Fidelity when necessary to maintain or service your accounts.

In addition, we may share information with tax professionals, attorneys, or other advisors at your direction as part of coordinated financial planning. We may also disclose information when required by law, regulation, legal process, or to protect our rights, clients, or business operations.

Safeguards

We maintain reasonable physical, technical, and administrative safeguards designed to protect your personal information from unauthorized access, use, or disclosure. While we take significant precautions, no system of data transmission or storage can be guaranteed to be completely secure.

Email Communication Policy

Email communications and any attachments are confidential and intended solely for the recipient. If you receive an email in error, you are prohibited from copying, distributing, or using its contents and should contact us immediately.

We do not accept trading instructions via email. All transaction requests must be communicated directly to your advisor or custodian, and you should rely on official account statements and confirmations for transaction records.

Third-Party Websites

Our website may contain links to third-party websites for convenience or informational purposes. We are not responsible for the content, accuracy, or privacy practices of any third-party sites, and we encourage you to review their privacy policies separately.

Regulatory and Disclosure Information

Flintridge Private Wealth is an investment advisory firm providing financial planning and wealth management services. Advisory services are provided through a registered investment adviser relationship, and information about such services may be reviewed in our Form ADV Part 2, which is available upon request.

We are not a bank, and investment products and services involve risk, including the possible loss of principal. Past performance is not a guarantee of future results.

We may reference third-party information believed to be reliable; however, we do not guarantee its accuracy or completeness. All information is provided for informational purposes only and should not be considered individualized investment advice unless explicitly stated.

Business Continuity Plan

Flintridge Private Wealth maintains a Business Continuity Plan designed to ensure continuity of operations during emergencies or significant business disruptions. This plan addresses data backup and recovery, critical business operations, communication procedures, alternate work locations, and coordination with custodians and service providers.

The purpose of this plan is to ensure that we can continue to meet our obligations to clients in the event of unforeseen disruptions.

How to Contact Us

If you have any questions regarding this Privacy Policy or how your information is handled, you may contact us at:

Flintridge Private Wealth
Phone: 626-360-2200
Email: [email protected]

If we are unable to be reached due to a business disruption, you may also contact your custodial firm directly, such as Charles Schwab or Fidelity, for assistance with account access or service needs.