Trove Private Wealth® Privacy Policy
Information We Collect
We may collect the following types of personal information:
- Name
- Contact information (email address, phone number, mailing address, including your mobile phone number if you choose to receive SMS communications)
- Financial information as necessary to provide our services
- Information submitted through contact forms
- Usage data from website interactions (such as IP address, browser type, and pages visited)
How We Use Your Information
Your information helps us to:
- Provide and manage financial advisory services
- Respond to inquiries and support requests
- Improve our website and services
- Comply with legal obligations
How We Share Your Information
- Trusted service providers who assist in our operations
- Legal or regulatory authorities when required
- Third parties with your explicit consent
SMS Communications
If you choose to opt in to receive SMS communications from Trove Private Wealth®, we may use your mobile phone number to send appointment reminders, account updates, service notifications, and other communications related to the services you have requested.
You may opt out of receiving SMS messages at any time by replying STOP. For assistance, reply HELP or contact us at info@trovepwm.com.
No mobile information, including SMS opt-in data and consent, will be shared with third parties or affiliates for marketing or promotional purposes.
All categories of personal information exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
Message frequency may vary. Message and data rates may apply.
Cookies and Tracking
We may use cookies and similar tracking technologies to enhance your browsing experience and analyze site traffic.
Your Choices
You may opt out of certain data collection practices and marketing communications at any time. Contact us at info@trovepw.com for assistance.