Privacy Policy

Asset Lift Wealth Management, LLC (“Asset Lift,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy explains what information we collect — both from advisory clients and from visitors to this website — how we use and share it, and the choices you have. Trust is the foundation of the adviser-client relationship, and we take that seriously.

Information We Collect

From advisory clients and prospective clients. In the course of providing investment advice, we collect nonpublic personal information (“NPI”) such as your name, address, Social Security number, date of birth, income, assets, and financial goals — from applications and forms you complete, and from your transactions and accounts with us and our custodian.

From website visitors. When you browse assetlift.com, request information, or submit a form (including our quiz and consultation-request forms), we may collect:

• Contact information you provide (name, email, phone number)
• Information you submit through our forms or quiz tools
• Standard technical data (IP address, browser type, device type, pages visited) collected automatically through analytics tools
• Cookies and similar technologies used to operate the site and understand how it’s used (see “Cookies & Analytics” below)

How We Use Your Information

We use the information we collect to provide investment advisory services, respond to inquiries, schedule consultations, operate and improve this website, and meet our legal and regulatory recordkeeping obligations.

How We Share Your Information

We do not sell your personal information, and we do not share client NPI with nonaffiliated third parties except as described here or as otherwise permitted or required by law. We may share information with:

• Our qualified custodian and service providers who help us service client accounts (for example, portfolio management and reporting platforms)
• An accountant, tax preparer, or attorney representing you, at your direction
• Federal and state regulators, including the Texas State Securities Board
• Service providers who support this website (such as hosting and analytics providers), acting only on our instructions

We do not provide your personally identifiable information to direct marketers or independent solicitors.

Cookies & Analytics

This website uses cookies and analytics tools (including Google Analytics) to understand how visitors use the site and to improve your experience. You can control or disable cookies through your browser settings. Disabling cookies may affect some website functionality but will not affect your ability to contact us or request a consultation.

Data Security

We maintain reasonable administrative, physical, and technical safeguards designed to protect your information, and we restrict access to nonpublic personal information to those who have a legitimate business need for it. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.

Your Choices

If we ever intend to disclose your personal information in a way that is inconsistent with this policy, we will give you advance notice and the opportunity to opt out. You may also contact us at any time with questions about your information or to update your preferences.

Former Clients & Data Retention

If you become a former client, we continue to follow the privacy practices described in this policy. We retain personally identifiable information for as long as required by federal and state securities laws and then securely dispose of it.

Children’s Privacy

This website is not directed to individuals under the age of 18, and we do not knowingly collect personal information from children.

Your State Privacy Rights

Depending on where you live, you may have rights regarding your personal information, such as the right to request access to or deletion of information we hold about you. To make such a request, contact us using the information below.

Changes to This Policy

We may update this Privacy Policy from time to time. The “Effective Date” above reflects the most recent revision. We encourage you to review this page periodically.

Contact Us

If you have questions about this Privacy Policy or how we handle your information, contact us:

Asset Lift Wealth Management, LLC
Phone: (800) 960-3499
Email: ask@assetlift.com