800-SWM-4280 [email protected]

Privacy Policy

Protecting your private information is our priority. This Statement of Privacy applies to the https://sammonswealth.com and Sammons Wealth Management LLC (Sammons Wealth) and governs data collection and usage.

For the purposes of this Privacy Policy, unless otherwise noted, all references to Sammons Wealth include https://sammonswealth.com. The Sammons Wealth website provides general financial planning and investing educational insights to investors. Sammons Wealth is a registered investment advisor that offers financial planning and wealth management services. None of the content on the Sammons Wealth website should be construed as advice. Seek counsel from your own advisors regarding your specific situation.

By using the Sammons Wealth website, you consent to the data practices described in this statement.

Collection of your Personal Information

Sammons Wealth may collect personally identifiable information, such as your name, email address, mailing address, and phone number.

Information about your computer hardware and software may be automatically collected by Sammons Wealth. This information can include: your IP address, browser type, domain names, access times and referring website addresses. This information is used for the operation of the service, to maintain quality of the service, and to provide general statistics regarding use of the Sammons Wealth website.

Sammons Wealth encourages you to review the privacy statements of websites you choose to link to from Sammons Wealth. so that you can understand how those websites collect, use and share your information. Sammons Wealth is not responsible for the privacy statements or other content on websites outside of the Sammons Wealth website.

Use of your Personal Information

Sammons Wealth collects and uses your personal information to operate its website and deliver the information or services you have requested.

Sammons Wealth may also use your personally identifiable information to inform you of other services available from Sammons Wealth. Sammons Wealth may also contact you via surveys to conduct research about your opinion of current services or of potential new services that may be offered.

Sammons Wealth does not sell, rent or lease its client lists or data to third parties.

Sammons Wealth may share data with trusted partners to help perform statistical analysis, send you email or postal mail, provide customer support, or arrange for deliveries. All such third parties are prohibited from using your personal information except to provide these services to Sammons Wealth, and they are required to maintain the confidentiality of your information.

Sammons Wealth may keep track of the websites and pages our users visit within Sammons Wealth, in order to determine what Sammons Wealth pages are the most popular. This data is used to deliver customized content within Sammons Wealth to visitors whose behavior indicates that they are interested in a particular subject area.

Sammons Wealth will disclose your personal information, without notice, only if required to do so by law or in the good faith belief that such action is necessary to: (a) conform to the edicts of the law or comply with legal process served on Sammons Wealth or the site; (b) protect and defend the rights or property of Sammons Wealth; and, (c) act under exigent circumstances to protect the personal safety of users of Sammons Wealth, or the public.

Security of your Personal Information

Sammons Wealth secures your personal information from unauthorized access, use or disclosure. When personal information (such as a credit card number) is transmitted to other websites, it is protected through the use of encryption, such as the Secure Sockets Layer (SSL) protocol.

Children Under Thirteen

Sammons Wealth does not knowingly collect personally identifiable information from children under the age of thirteen. If you are under the age of thirteen, you must ask your parent or guardian for permission to use this website.

Opt-Out & Unsubscribe

We respect your privacy and give you an opportunity to opt-out of receiving announcements of certain information. Users may opt-out of receiving any or all communications from Sammons Wealth by contacting us here:

– Email: You can unsubscribe from emails using the ‘unsubscribe’ link in the footer of any email we send or send an email directly to [email protected] to have your name removed from our database.

Changes to this Statement

Sammons Wealth will occasionally update this Statement of Privacy to reflect company and customer feedback. Sammons Wealth encourages you to periodically review this Statement to be informed of how Sammons Wealth is protecting your information.

Contact Information

Sammons Wealth welcomes your questions or comments regarding this Statement of Privacy. If you believe that Sammons Wealth has not adhered to this Statement, please contact Sammons Wealth at:

Sammons Wealth Management LLC
11700 Preston Rd., Ste 660-200
Dallas, Texas 75230

Email Address:
[email protected]
800-SWM-4280

Effective as of June 1, 2017