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Privacy Policy

At Dew Wealth Management, LLC (referred to as “Dew Wealth” or “we” or “us” in this privacy policy), we respect the privacy of our users and are committed to protecting the information you provide to us. This privacy policy describes how we collect, use, and share information about you when you use our site (the “Site”).

1. Information We Collect

1.1 Personal Information: Certain portions of the Site are only accessible to registered users. When you register for an account on our Site, we may collect personal information such as your name, email address, phone number, and mailing address. We may also collect personal information when you submit a request for financial services, participate in a contest or promotion, or contact us with a question or concern.

1.2 Videos and Proprietary Content: Our Site contains videos and proprietary content related to financial services. We may collect information about the videos and content you view, such as the title, length, and date viewed.

1.3 User-Generated Content: Certain portions of our Site allow users to post forum messages and social media posts. We may collect information about the content you post, such as the text, images, and videos.

1.4 Usage Data and Analytics: We may automatically collect certain information about your use of the Site, including your IP address, browser type, device information, operating system, and browsing behavior. This information helps us analyze trends, administer the Site, track
user movements, and gather demographic information for aggregate use. We may also use cookies, web beacons, and similar technologies to enhance your experience on the Site.

2. How We Use Your Information

2.1 Provision of Services: We use the personal information you provide to deliver the services and features of the Site, respond to your inquiries, and fulfill your requests. This includes providing access to proprietary content, facilitating communication between users, and delivering personalized content and advertisements.

2.2 Improving Our Site: We use information about the videos and content you view, as well as your use of our Site, to improve our Site and make recommendations based on your interests.

2.3 Communicating with You: We may use your personal information to communicate with you about our products and services, promotions, and events.

2.4 User-Generated Content: User-generated content, including videos, forum posts, and social media posts, may be used by Dew Wealth Management for promotional purposes, improving the Site, or for other legitimate business purposes. However, except as indicated in the Information We May Disclose section, below, we will not disclose personal information associated with user-generated content without your explicit consent.

2.5 Legal Compliance and Protection: We may use and disclose your personal information as required by applicable laws, regulations,
legal processes, or governmental requests. We may also use your information to protect our rights, privacy, safety, or property, as well as those of other Site users or third parties.

3. Information We May Disclose

3.1 Third-Party Service Providers: We may engage trusted third-party service providers to perform various functions on our behalf, such as hosting, data analysis, customer support, and marketing. These service providers may have access to your personal information but are contractually obligated to maintain its confidentiality and use it solely for the purposes specified by Dew Wealth Management.

3.2 Legal Requirements: We may disclose your personal information to law  enforcement, government officials, or other third parties as
required by law or court order.

3.3 User-Generated Content: Your user-generated content will generally be viewable by other uses of the Site, and by participating in the Site, you consent to our making your user-generated content viewable to other Site users and to your name being associated with such content.

3.4 Business Transfers: In the event of a merger, acquisition, or sale of all or a portion of our assets, your personal information may be transferred as part of the transaction. We will notify you via email or prominent notice on the Site of any change in ownership or use of your
personal information.

4. Data Security

We take reasonable measures to protect your information from unauthorized access, use, and disclosure. These
measures include:

Encryption: We use encryption to protect your information, such as your password, when it is transmitted over the internet.

Secure Servers: We store your information on secure servers that are protected by firewalls and other security measures.

Access Controls: We limit our access to your information to authorized personnel only.

However, no method of transmission over the internet or electronic storage is 100% secure. Therefore, while we strive to protect your
personal information, we cannot guarantee its absolute security.

5. Children’s Privacy

The Site is not intended for individuals under the age of 18. We do not knowingly collect personal information from children. If you believe we have inadvertently collected personal information from a child, please contact us immediately, and we will take appropriate steps to remove the information from our systems.

6. Your Choices

You have the following choices regarding your information:

6.1 Accessing and Updating Your Information: You can access and update your personal information by logging into your account on our Site.

6.2 Marketing Communications: You can opt out of receiving marketing communications from us by following the instructions in the communication or contacting us at the address, phone number or email address provided below.

6.3 Cookies and Other Technologies: You can manage your preferences regarding cookies and other technologies by adjusting your browser settings.

7. International Users

Our Site is hosted in the United States and is intended for users located in the United States. If you access our Site from outside the United States, you acknowledge that your information may be transferred to, and processed in, the United States.

8. Third-Party Links

The Site may contain links to third-party websites, such as social media platforms, that are not owned or controlled by Dew Wealth. These third-party websites may have their own privacy policies, which we recommend you review. We are not responsible for the content or privacy practices of
these third-party websites.

9. Changes to this Privacy Policy

We reserve the right to modify or update this Privacy Policy at any time. Any changes will be effective immediately upon posting the revised Privacy Policy on the Site. Your continued use of the Site after the posting of any changes constitutes your acceptance of such changes.

10. Contact Us

If you have any questions, concerns, or requests regarding this Privacy Policy or the handling of your personal information, please
contact us at:

Dew Wealth Management, LLC
8888 E. Raintree Dr.,
Suite 110
Scottsdale, AZ 85260

(480) 614-9119

privacy@dewwealth.com

Cookie Policy

 

This is the Cookie Policy for www.dewwealth.com, accessible from www.dewwealth.com

What Are Cookies

As is common practice with almost all professional websites this site uses cookies, which are tiny files that are downloaded to your computer, to improve your experience. This page describes what information they gather, how we use it, and why we sometimes need to store these cookies. We will also share how you can prevent these cookies from being stored however this may downgrade or ‘break’ certain elements of the site’s functionality. For more general information on cookies, please read “What Are Cookies”.

How We Use Cookies

We use cookies for a variety of reasons detailed below. Unfortunately, in most cases there are no industry standard options for disabling cookies without completely disabling the functionality and features they add to this site. It is recommended that you leave on all cookies if you are not sure whether you need them or not in case they are used to provide a service that you use.

Disabling Cookies

You can prevent the setting of cookies by adjusting the settings on your browser (see your browser Help for how to do this). Be aware that disabling cookies will affect the functionality of this and many other websites that you visit. Disabling cookies will usually result in also disabling certain functionality and features of this site. Therefore it is recommended that you do not disable cookies.

The Cookies We Set

Email newsletters related cookies This site offers newsletter or email subscription services and cookies may be used to remember if you are already registered and whether to show certain notifications which might only be valid to subscribed/unsubscribed users.

More Information

Hopefully, that has clarified things for you, and as was previously mentioned if there is something that you aren’t sure whether you need or not it’s usually safer to leave cookies enabled in case it does interact with one of the features you use on our site. However, if you are still looking for more information then you can contact us through our preferred contact method:

Email: info@dewwealth.com

 

Disclosure Information

IMPORTANT DISCLOSURE INFORMATION

Dew Wealth Management, LLC (“Dew“) is an SEC registered investment adviser located in Scottsdale, Arizona. Dew may only transact business in those states in which it is notice-filed, or qualifies for an exemption or exclusion from notice-filing requirements. Registration is not an endorsement of the firm or its representatives by securities regulators, nor is it an indication that the adviser has attained a particular level of skill or ability.  Dew‘s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links.  Accordingly, the publication of Dew‘s web site on the Internet should not be construed by any consumer and/or prospective client as Dew‘s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.  Any subsequent, direct communication by Dew with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Dew, please contact the SEC or the state securities regulators for those states in which Dew maintains a notice filing.  A copy of Dew‘s current written disclosure statement discussing Dew‘s business operations, services, and fees is available from Dew upon written request. Dew does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Dew‘s web site or incorporated herein, and takes no responsibility therefore.  All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Dew), will be profitable or equal any historical performance level(s).

Certain portions of Dew‘s web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Dew (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date.  Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s).  Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Dew, or from any other investment professional.  Dew is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice. No statements contained herein should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Dew is engaged, or continues to be engaged, to provide investment advisory services.

Each client and prospective client agrees, as a condition precedent to his/her/its access to Dew‘s web site, to release and hold harmless Dew, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from Dew.

ANY QUESTIONS: Dew’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including providing the criteria used for any reflected ranking.