Welcome to McClure Wealth Advisors (“we,” “us,” “our”). We are committed to protecting your privacy and ensuring you have a positive experience on our website ( https://mcclurewealthadvisors.com/ ) and in your relationships with us.
This Privacy Policy explains how we collect, use, disclose, and protect your personal information. By accessing or using our website or services, you agree to the terms of this policy.
1. Information We Collect
We may collect personal and non-personal information when you interact with us:
a. Personal Information
This is information that identifies you or could reasonably identify you. Examples include:
- Name
- Email address
- Phone number
- Postal address
- Job title / employer
- Any other information you provide when you contact us, subscribe to newsletters, download guides, or request a consultation or call
b. Non-Personal Information
This is information that does not identify you directly. Examples include:
- Browser type and version
- Operating system
- Device type
- IP address
- Pages visited on our website
- Time and date of visits
- Referring/exit pages
- Other analytics data
c. Cookies and Tracking Technologies
We may use cookies, web beacons, and similar tracking technologies to collect and track information about your usage of our website, to improve your experience, for analytics and marketing purposes, and for security.
2. How We Collect Information
We collect information through various methods:
- Directly from you (when you fill out forms, request downloads or guides, contact us, sign up for newsletters, book a call)
- Automatically from your device/browser when you visit the website
- From third-party services such as analytics providers
3. Use of Your Information
We use the information we collect for the following purposes:
- To respond to your inquiries and communicate with you
- To provide, improve, personalize, and maintain our website and services
- To send newsletters, promotional materials or updates (only if you have consented)
- To schedule and manage calls, meetings, or consultations
- To analyze usage and trends, monitor site performance and security
- To comply with legal or regulatory requirements
- To protect our rights, property, or safety, or those of our clients or others
4. Disclosure of Your Information
We may share your personal information in the following circumstances:
- Service providers & vendors — who perform services on our behalf (e.g. hosting providers, analytics, email marketing, payment processors)
- Legal Requirements — if required by law, court order, or governmental authority
- Business transfers — in case of sale, merger, or transfer of our business assets (you will be notified)
- With your consent — if you authorize us to share your information
We do not sell your personal information to third parties for their marketing purposes.
5. Security
We take reasonable administrative, technical, and physical measures to protect the security of your data. However, no method of transmission over the Internet or electronic storage is completely secure. We cannot guarantee absolute security.
6. Retention
We will retain your personal information for as long as necessary to fulfill the purposes described above, comply with legal obligations, resolve disputes, and enforce our agreements.
If you wish to request deletion or erasure of your data, please contact us (see below).
7. Your Rights
Depending on your jurisdiction, you may have certain rights regarding your personal information, such as:
- Access — you can request a copy of the personal information we hold about you
- Correction — you can ask us to update or correct any inaccurate or incomplete information
- Deletion — you can request we delete your personal information (where legally permitted)
- Objection / Restriction — you may have the right to object to or restrict certain processing
- Withdrawal of Consent — where processing is based on consent, you may withdraw consent at any time
To exercise these rights or get more information, you may contact us (see below).
8. Third-Party Links & Services
Our website may contain links to third-party websites or services. This Privacy Policy does not apply to their privacy practices. We encourage you to review those third-party policies before using their services.
We may also use third-party analytics, advertising, or social-media tools (e.g. Google Analytics, social-media widgets). Their use of data is governed by their own privacy policies.
9. Children’s Privacy
Our services are not intended for children under the age of 13 (or higher minimum age under applicable law). We do not knowingly collect personal information from minors. If you believe we have collected data from a child under the applicable minimum age, please contact us and we will take steps to delete that information.
10. Changes to This Privacy Policy
We may update this Privacy Policy from time to time. We will post the revised version here with a new Effective Date. Your continued use of our website or services after changes signifies your acceptance of the revised policy.
11. Contact Us
If you have any questions, concerns, or requests related to this Privacy Policy or your personal data, please contact:
McClure Wealth Advisors
3000 Executive Parkway, Suite 400
San Ramon, CA 94583
Phone: 925-659-0213
Email: cmcclure@mcclurewa.com
