Legal

Privacy Policy

Last updated

June 2026

Overview

Avance Private Wealth LLC ("Avance," "we," "us," or "our") respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy describes how we collect, use, and protect information gathered through our website at avanceprivate.com.

Information we collect

We collect information you provide directly to us, including:

  • Name, email address, and phone number submitted through our discovery call or advisory inquiry forms
  • Financial information you voluntarily provide (asset range, planning focus) to help us understand your situation
  • Communications you send us directly via email or the chat widget on our site
  • Payment information processed through Stripe when you purchase an advisory engagement (we do not store card numbers)

We also collect certain technical information automatically when you visit our site, including IP address, browser type, pages visited, and referring URLs. This information is used to improve site performance and is not linked to your personal identity.

How we use your information

We use the information we collect to:

  • Respond to your inquiry and schedule discovery calls
  • Provide advisory services you have engaged us for
  • Send transactional emails related to your engagement (confirmations, receipts, scheduling)
  • Improve our website and services
  • Comply with legal and regulatory obligations as a registered investment adviser

Information sharing

We do not sell, rent, or share your personal information with third parties for marketing purposes. We may share information with:

  • Service providers who assist in operating our website and services (Supabase for data storage, Stripe for payment processing, Resend for email delivery) — under contractual obligations to protect your data
  • APW Tax Services LLC, our affiliated tax entity, when you have engaged both firms
  • Regulatory authorities or law enforcement when required by law

Data retention

We retain client and prospect information for a minimum of five years in accordance with SEC Rule 204-2 and applicable state regulations governing registered investment advisers. You may request deletion of your information for records not subject to regulatory retention requirements by contacting us directly.

Security

We implement reasonable technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. All data is transmitted over encrypted connections (HTTPS). Payment processing is handled by Stripe and we do not store payment card information on our systems.

Your rights

Depending on your state of residence, you may have rights to access, correct, or delete your personal information. To exercise these rights or ask questions about our privacy practices, contact us at adam.vega@avanceprivate.com.

Changes to this policy

We may update this Privacy Policy from time to time. We will post the updated policy on this page with a revised date. Continued use of our website after changes constitutes acceptance of the updated policy.

Contact

Avance Private Wealth LLC
Fort Lauderdale, FL · Asheville, NC
adam.vega@avanceprivate.com