Privacy Policy

Organic Wealth, LLC (“OW”) recognizes that our relationships with current and prospective clients are based on integrity and trust. We work hard to maintain your privacy and to preserve the private nature of our relationship with you. We place the highest value on the information you share with us. We will not sell your personal information.

We want our clients to understand what information we collect, how we use it, and how we protect your personal information.

Why We Collect Your Information

We gather information about you so that we can:

  • Help design and implement the investment and financial planning related services we provide you; and

  • Comply with the Federal and State laws and regulations that govern us.

What Information We Collect and Maintain

We may collect the following types of “nonpublic personal information” about you:

  • Information from our initial meeting or subsequent consultations about your identity, such as your name, address, social security number, date of birth, and financial information;

  • Information that we generate to service your financial needs; and

  • Information that we may receive from third parties in connection with the services we provide you.

What Information We Disclose

We are permitted by law to disclose nonpublic personal information about you to unaffiliated third parties in certain circumstances. OW may disclose client's nonpublic personal information: (1) to individuals and/or entities not affiliated with OW, including, but not limited to third-parties that assist in the supervision or management of your account(s) (i.e., sub-advisers, account custodian, record keeper, attorney, etc.); (2) to service providers contracted by us in order for us to perform the duties in furtherance of the client's engagement with OW (i.e. client management systems, archiving technology vendors, cloud service providers, etc.); (3) to your authorized representative or power of attorney; (4) when we receive your prior consent; (5) in connection with a proposed or actual sale, merger, or transfer of all or a portion of our business; and (6) as otherwise permitted to do so in accordance with the parameters of applicable federal and/or state privacy regulations. 

In the event that OW has a change to its client privacy policy that would allow it to disclose nonpublic personal information not covered under applicable law, OW will allow its clients the opportunity to opt-out of such disclosure.

How We Protect Your Personal Information

Privacy has always been important to OW. We restrict and limit access to client information only to those who need to carry out their business functions. We safeguard client information by preventing its unauthorized access, disclosure, or use. We maintain physical, electronic, and procedural safeguards to protect your confidential personal information. Arrangements with companies or independent contractors not affiliated with OW will be subject to confidentiality agreements.

Former Clients

Even if we cease to provide you with financial services, our Privacy Policy will continue to apply to you, and we will continue to treat your nonpublic personal information with strict confidentiality. We maintain all records regarding all former clients for the retention period required by law.

SMS Consent

Mobile Opt in, SMS Consent,  and phone numbers collected for SMS communication purposes will not be shared with any third party or affiliates for marketing purposes.

Contact Us 

Clients are encouraged to discuss any questions regarding privacy policies and procedures directly with Emily DeBlase, Chief Compliance Officer of OW.

SMS Terms and Conditions

SMS Consent Communication

The information (Phone Numbers)obtained as part of the SMS consent process will not be shared with third parties for marketing purposes.

Types of SMS Communications

If you have consented to receive text messages from Organic Wealth, you may receive messages related to the following:

Conversational

Example: Good morning, Just checking in to see if you received my email with this month's invoices. Reply STOP to opt out.

Client care

Example: This is a friendly reminder to upload statements from March and your brokerage account statement from last month. Please upload those to the portal and I will review. Reply STOP to opt out.

Appointment Reminders

Example: Hello! Do you have any questions or would you like to meet again based on our initial conversation last week? Reply STOP to opt out.

Message Frequency:

Message frequency may vary depending on the type of communication. For example, you may receive up to 5 SMS messages per week related to your appointments/reminders, etc.

Potential Fees for SMS Messaging:

Please note that standard message and data rates may apply, depending on your carrier’s pricing plan. These fees may vary if the message is sent domestically or internationally.

Opt-In Method:

You may opt in to receive SMS messages from Organic in the following way:

By submitting an online form

Opt-Out Method:

You can opt out of receiving SMS messages at any time. To do so, simply reply "STOP" to any SMS message you receive. Alternatively, you can contact us directly to request removal from our messaging list.

Help:

If you are experiencing any issues, you can reply with the keyword HELP. Or, you can get help directly from us at https://www.organicwealthplan.com/

Additional Options:

If you do not wish to receive SMS messages, you can choose not to check the SMS consent box on our forms.

Standard Messaging Disclosures:

Message and data rates may apply.

You can opt out at any time by texting "STOP."

For assistance, text "HELP" or visit https://www.organicwealthplan.com/privacy-policy.

Message frequency may vary