Effective Date: 10/1/2025
Avance Wealth LLC, Avance Private Wealth LLC (“we,” “us,” or “our”) values your privacy. This Privacy Policy explains how we collect, use, and protect your information when you use our website and services.
1. Information We Collect
– Personal Information: Name, email address, phone number, or other details you voluntarily provide through forms, quizzes, or account creation.
– Usage Information: Data on how you interact with our site (pages visited, time on site).
– Cookies & Tracking: We may use cookies, pixels, and analytics tools (such as Google Analytics) to improve our site.
2. How We Use Your Information
– To provide, personalize, and improve our Services.
– To communicate with you about updates, offers, or educational content.
– To comply with legal, regulatory, or compliance requirements.
3. Sharing of Information
We do not sell your personal information. We may share data with:
– Service providers (hosting, analytics, email platforms).
– Affiliated firms (such as Avance Private Wealth, Avance Tax LLC) if you request services that require formal advisory engagement.
– Legal authorities when required by law.
4. Data Retention & Security
We take reasonable steps to protect your information. We retain personal data only as long as necessary to fulfill the purposes described above or as required by law.
5. Your Rights
Depending on your location, you may have rights to access, correct, or request deletion of your personal information. To exercise these rights, contact us at info@avanceprivate.com
6. Third-Party Links
Our site may link to third-party websites. We are not responsible for their privacy practices.
7. Children’s Privacy
Our Services are not directed to children under 13. We do not knowingly collect information from children.
8. Changes to This Policy
We may update this Privacy Policy periodically. Updates will be posted on this page with a new effective date.
9. Contact Us
For questions, contact us at:
Avance Wealth
300 SE 2nd Street, Suite 600
Fort Lauderdale, FL 33301
info@avanceprivate.com