Privacy Policy

Effective Date: March 28, 2025

Longshore Wealth LLC (“Longshore Wealth,” “we,” “our,” or “us”) is committed to protecting your privacy. This Privacy Policy outlines how we collect, use, and safeguard your information. By using our services, you agree to the terms outlined in this policy.

1. Information We Collect

We collect personal information that you provide to us, including but not limited to:

  • Name, email address, phone number, and mailing address

  • Financial and investment-related data provided during advisory services

  • Information collected through our website, mobile communications, and other electronic interactions

2. How We Use Your Information

We use your information to:

  • Provide financial advisory services

  • Communicate important updates, disclosures, and promotional materials (as permitted)

  • Improve our website and customer service experience

  • Ensure compliance with regulatory requirements

3. Data Sharing and Transfers

  • No Third-Party Marketing: We do not share your personal or mobile information with third parties for marketing purposes under any circumstances.

  • No Unauthorized Transfers: We do not share your personal information with external organizations without your explicit consent, except as required by law.

  • Data Security: We have implemented security measures to protect your data from unauthorized access or disclosure.

4. Electronic Communication & Messaging Policy

  • Message Description: You may receive important updates, financial insights, and promotional messages from Longshore Wealth LLC.

  • Message Frequency: We may send messages periodically, but no more than once per week.

  • Data Rates Notice: Standard message and data rates may apply based on your carrier’s terms.

  • Opt-Out Instructions: You have the right to opt out of future communications at any time. To unsubscribe, text STOP or UNSUBSCRIBE.

  • Help Instructions: For assistance, text HELP or contact us at joseph@longshorewealth.com.

5. Website Disclosures & Terms of Use

Longshore Wealth LLC is a Registered Investment Advisor based in New Jersey, providing investment advisory services nationwide. Use of our website is subject to our Terms of Use.

6. Client Responsibilities

Clients must notify Longshore Wealth LLC in writing of any changes in financial circumstances that may affect investment objectives.

7. Contact Information

If you have any questions or concerns regarding this Privacy Policy, please contact us:
📧 Email: joseph@longshorewealth.com
📞 Phone: 732-979-2143