Privacy Policy
Avance Private Wealth, LLC
Effective Date: 7/1/2025
Last Updated: 1/1/2026
1. Introduction
Avance Private Wealth (“we,” “our,” or “us”) is committed to protecting the privacy and confidentiality of visitors to our website, www.avanceprivate.com (the “Website”).
As a registered investment adviser, we are subject to federal and state privacy regulations. This Privacy Policy describes how we collect, use, and safeguard information obtained through our Website.
This policy applies only to information collected through the Website and does not replace the separate client Privacy Notice provided in accordance with SEC Regulation S-P.
2. Information We Collect
A. Information You Voluntarily Provide
We may collect personal information that you choose to provide through contact forms or scheduling tools, including:
Name
Email address
Phone number
General inquiry details
We do not collect sensitive financial account numbers or upload documents through this Website.
B. Information Collected Automatically
When you visit our Website, we automatically collect certain technical information, including:
IP address
Browser type and version
Device type
Pages viewed
Date and time of visit
Referral source
This information is collected through cookies and analytics tools.
3. Use of Google Analytics
We use Google Analytics to understand website traffic and improve user experience.
Google Analytics may collect:
IP address (anonymized where applicable)
Device and browser information
Interaction data
Google may use this information in accordance with its own privacy policies.
You may opt out of Google Analytics tracking by using the Google Analytics Opt-Out Browser Add-On.
4. How We Use Information
Information collected through our Website may be used to:
Respond to inquiries
Schedule consultations
Improve website performance
Monitor security and prevent fraud
Comply with legal and regulatory obligations
We do not sell, rent, or trade personal information.
5. Cookies
Our Website uses cookies to:
Analyze site performance
Improve navigation
Maintain security
You may disable cookies through your browser settings; however, some site functionality may be limited.
6. Information Sharing
We may share limited information with trusted service providers that assist with:
Website hosting
Analytics
IT support
These providers are required to maintain confidentiality and security.
We may also disclose information:
As required by law
In response to regulatory inquiries
To protect our legal rights
7. Data Security
We implement reasonable administrative, technical, and physical safeguards to protect information collected through the Website, including:
Encrypted website connections (SSL)
Restricted access to data
Ongoing monitoring of systems
However, no internet transmission is completely secure.
8. California Privacy Rights (If Applicable)
If you are a California resident, you may have the right to:
Request access to personal information collected
Request deletion of personal information
Request disclosure of categories of information collected
To submit a request, contact us using the information below.
9. Data Retention
We retain Website-related information only as long as reasonably necessary to:
Fulfill the purposes described in this policy
Meet regulatory and legal requirements
10. Children’s Privacy
This Website is not directed to individuals under the age of 18. We do not knowingly collect personal information from minors.
11. Changes to This Policy
We may update this Privacy Policy periodically. Changes will be reflected by updating the “Last Updated” date above.
12. Contact Information
If you have questions about this Privacy Policy, please contact:
Avance Private Wealth, LLC
300 SE 2nd Street, Suite 600
Ft Lauderdale FL 33301
info@avanceprivate.com
980-326-2259