Privacy Policy

B&C Wealth Management LLC

Your privacy is important to us. It is the policy of B&C Wealth Management LLC to respect and protect your personal information across our website and any platforms we operate.

1. Information We Collect

We collect personal information to provide financial and accounting services, including communication via SMS, phone, and email. This may include:

✅ Name, email address, phone number

✅ Business and financial details you provide

✅ Communication preferences and history

Information is collected through lawful, transparent means with your consent.

2. How We Use Your Information

We use your information to:

✅ Provide financial services and support
✅ Respond to your inquiries

✅ Send SMS and email reminders (e.g., appointment confirmations, tax deadlines, service updates)

✅ Conduct legitimate marketing communications (only with your consent)

By submitting your phone number, you consent to receive SMS messages from us related to your services. Message and data rates may apply. Message frequency may vary.

3. SMS Consent & Opt-Out

You may opt-in to receive SMS messages by submitting your phone number through our website, lead forms, or by giving verbal or written consent.

To opt out at any time, reply STOP to any of our messages. For help, reply HELP or contact us directly at the contact details below.

4. Data Retention

We retain your personal information only as long as necessary to fulfill our services or meet legal obligations. Data is protected by reasonable administrative and technical safeguards.

5. Data Sharing

We do not sell or share your personal data with third parties, except:

✅ With your consent

✅ To comply with laws or legal processes

✅ With trusted service providers for business operations (e.g., secure messaging, CRM tools), under strict confidentiality

6. Cookies & Website Tracking

We use cookies and analytics to improve your online experience and support our marketing efforts. You can control cookie preferences through your browser settings.

7. Your Rights

You have the right to:

✅ With your consent

✅Access, update, or delete your information

✅Request data portability

✅Object to certain uses of your data

✅Withdraw consent at any time

✅File a complaint with a data protection authority

To exercise these rights, contact us at the information provided below.

8. Security

We implement industry-standard safeguards to protect your information from unauthorized access, misuse, or disclosure.

9. Children’s Privacy

Our services are not intended for individuals under 13 years old. We do not knowingly collect personal data from children. If discovered, the data will be deleted promptly.

10. Changes to This Policy

We may update this policy to reflect legal or operational changes. We encourage you to review this policy regularly. Continued use of our site or services implies acceptance of any updates.