Privacy Policy

Welcome to Granado & Davin Wealth Management. We value your privacy and are committed to protecting your personal information. This Privacy Policy outlines how we collect, use, share, and safeguard your information through our website www.GranadoDavinWealth.com and our services. By accessing our website and services, you consent to the practices described herein.

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1. Information We Collect

​1.1 Personal Information:

We collect personal information that you voluntarily provide when you:

• Open an account or use our financial services.

• Communicate with us via phone, email, or in writing.

• Subscribe to our newsletters or request information.

This information may include:

• Name

• Contact details (email, phone number, address)

• Social Security number or Tax Identification Number

• Financial information (bank account details, investment data)

• Employment details

 

1.2 Non-Personal Information:
We collect non-personal information automatically as you navigate our website. This information includes:

• Device information (IP address, browser type, operating system)

• Usage details (pages viewed, time spent on each, referring URLs)

• Cookies and similar technologies for analytical and functionality purposes

 

2. How We Use Your Information

2.1 Providing Services:
We use your personal information to:

• Deliver financial and investment services.

• Process financial transactions and manage accounts.

• Communicate important service-related updates and information.

2.2 Improving User Experience:

• Analyze website usage to enhance our services and website functionality.

• Tailor our communications and advertising to your preferences.

2.3 Legal Compliance:

• Comply with applicable laws, regulations, and legal processes.

• Prevent fraud and ensure the security of our systems and services.

 

3. Sharing and Disclosure

3.1 Third-Party Service Providers:
We share your personal information with trusted service providers who assist us in delivering services. These third parties are subject to confidentiality agreements and are prohibited from using your information for any purpose other than to provide assistance.

3.2 Legal and Regulatory Requirements:
We may disclose your information to law enforcement, regulatory and other government agencies, or third parties as required by law, or in response to subpoenas or legal processes.

 

4. Data Security

We implement reasonable technical, administrative, and physical safeguards to protect your personal information from unauthorized access, use, alteration, and disclosure. However, no method of transmission over the internet or electronic storage is 100% secure.

 

5. Your Rights and Choices

5.1 Access and Correction:
You have the right to access and correct inaccuracies in your personal information, subject to applicable legal exceptions.

5.2 Marketing Communications:
You may opt out of receiving promotional emails from us by following the unsubscribe instructions included in each email or by contacting us directly.

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6. Cookies and Tracking Technologies

Our website uses cookies and similar technologies to enhance user experience and analyze usage. You can manage your cookie preferences through your browser settings, but this may limit some functionalities of our website.

 

7. International Transfers

If you are accessing our website from outside the country where our servers are located, your information may be transferred internationally. We ensure such transfers comply with applicable legal standards.

 

8. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Any changes will be reflected on this page with a revised “Last Updated” date. Your continued use of our services indicates your acceptance of these changes.

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9. Contact Us

If you have any questions or concerns regarding this Privacy Policy or our data practices, please contact us at:

Granado & Davin Wealth Management
701 E Franklin Street
Suite 135
Richmond, VA 23219
Davin@GranadoDavinWealth.com
(888) 236-5147