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Privacy Policy

Effective Date: July 1, 2024

Introduction

Lindsey & Lindsey Wealth Management and Ascent Wealth Management (collectively, “we,” “us,” or “our”) are committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website www.lindseyandlindsey.com, www.ascentwealthmanagement.com, or theboldadvisor.com, use our services, or interact with us.

 

Information We Collect

  1. Personal Information: We may collect personal information that you provide to us, such as your name, address, email address, phone number, Social Security number, financial information, and other relevant details.
  2. Non-Personal Information: We may collect non-personal information about you, such as your IP address, browser type, and usage data when you interact with our website.

 

How We Use Your Information

  1. To Provide Services: We use your information to provide financial planning, investment management, and other related services.
  2. To Communicate: We use your information to communicate with you, respond to inquiries, and send you updates and promotional materials.
  3. To Improve Our Services: We use your information to enhance our services, website functionality, and user experience.
  4. To Comply with Legal Obligations: We use your information to comply with applicable laws, regulations, and legal processes.

 

Sharing Your Information

  1. With Service Providers: We may share your information with third-party service providers who perform services on our behalf.
  2. With Affiliates: We may share your information with our affiliates, including Ascent Wealth Management, to provide seamless service integration.
  3. For Legal Reasons: We may disclose your information if required by law, legal process, or governmental request.
  4. With Your Consent: We may share your information with third parties with your explicit consent.

 

Data Security

We implement reasonable measures to protect your information from unauthorized access, use, or disclosure. However, no security system is impenetrable, and we cannot guarantee the security of our systems.

 

Your Choices

  1. Access and Correction: You have the right to access and correct your personal information.
  2. Opt-Out: You can opt-out of receiving promotional communications from us by following the instructions in those communications or by contacting us directly.

 

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new policy on our website with the effective date.

 

Contact Us

If you have any questions or concerns about this Privacy Policy, please contact us at:

Lindsey & Lindsey Wealth Management
Ascent Wealth Management
4195 East Thousand Oaks Boulevard
Suite 125
Westlake Village, CA 91362
Office: (805) 330-3700
[email protected]

 

Terms of Use

Effective Date: July 1, 2024

Introduction

Welcome to the Lindsey & Lindsey Wealth Management website (“Website”). By accessing or using our Website, you agree to comply with and be bound by these Terms of Use. If you do not agree to these terms, please do not use our Website.

 

Use of the Website

  1. Eligibility: You must be at least 18 years old to use our Website.
  2. User Conduct: You agree to use the Website for lawful purposes only and not to engage in any conduct that could harm our Website or interfere with any other party’s use of the Website.

 

Disclaimers

  1. No Investment Advice: The content on our Website is for informational purposes only and does not constitute investment advice. Consult a financial professional before making any investment decisions.
  2. No Warranties: We provide the Website on an “as-is” and “as-available” basis without any warranties of any kind, either express or implied.

 

Limitation of Liability

To the fullest extent permitted by law, Lindsey & Lindsey Wealth Management and its affiliates, including Ascent Wealth Management, will not be liable for any damages arising out of or in connection with your use of the Website.

 

Indemnification

You agree to indemnify and hold harmless Lindsey & Lindsey Wealth Management and its affiliates from any claims, damages, or expenses arising out of your use of the Website or your violation of these Terms of Use.

 

Governing Law

These Terms of Use are governed by and construed in accordance with the laws of the State of California, without regard to its conflict of laws principles.

 

Changes to These Terms

We may update these Terms of Use from time to time. We will notify you of any changes by posting the new terms on our Website with the effective date.

 

Contact Us

If you have any questions or concerns about these Terms of Use, please contact us at:

Lindsey & Lindsey Wealth Management
Ascent Wealth Management
4195 East Thousand Oaks Boulevard
Suite 125
Westlake Village, CA 91362
Office: (805) 330-3700
[email protected]

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Copyright 2024©
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Contact

Phone:
Office: (805) 330-3700
Toll-Free: (855) 334-0033
Fax: (805) 379-0600

Email:
[email protected]

Locations

4195 East Thousand Oaks Boulevard
Suite 125
Westlake Village, CA 91362

Hours:
Mon-Thu: 8:30pm–5:00pm
Fri: 8:30am–2:30pm

 301 N. Lake Avenue Suite 1002
Pasadena, CA 91101

Hours: By Appointment Only

416 Auburn Folsom Road Auburn, CA 95603

Hours: By Appointment Only

6200 Antioch Street
Suite 202
Oakland, CA 94611

Hours: By Appointment Only

1255 Treat Boulevard
Suite 300
Walnut Creek, CA 94597

Hours: By Appointment Only

Navigate

This communication is strictly intended for individuals residing in the states of AK, AZ, CA, CO, FL, HI,ID, IL, KS, KY, MD, MN, NC, ND, NM, NV, NY, OK, OR, SC, SD, TN, TX, WA, WI, VA, UT. No offers may be made or accepted from any resident outside the specific states referenced.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

PLEASE NOTE: The information and links being provided are strictly as a courtesy. When you access a third party websites you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to. We make no representation as to the completeness or accuracy of information provided on these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to, or your use of third party technologies, websites, information, and programs made available through this website.

We take protecting your data and privacy very seriously. As of January 1, 2020, the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Securities offered through Cambridge Investment Research, Member FINRA/ SIPC. Advisory services offered through Cooper McManus, an SEC Registered Investment Advisory Firm. Cooper McManus, Lindsey and Lindsey Wealth Management, Ascent Wealth Management, and Cambridge Investment Research are not affiliated.

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction, or from every person listed.

CLICK HERE FOR OUR FIRM’S FORM CRS. Cambridge’s Form CRS (Customer Relationship Summary)

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