Éclat Wealth Advisors (“Éclat,” “we,” “us”) respects your privacy. This policy explains what information we collect through eclatwealthadvisors.com and our services, how we use it, and the choices you have.

Information we collect

Information you give us, such as your name, email, phone number, business type, income range and anything you share when you book a call or contact us. If you become a client, we also collect the financial, tax and account information needed to provide our services.

Information collected automatically, such as your IP address, browser type, pages visited and how you found our site, through cookies and similar tools.

How we use your information

We use your information to respond to inquiries, schedule calls, provide advisory services, meet our legal and regulatory obligations, improve our website and, with your consent, send you updates and educational content.

How we share information

We do not sell your personal information. We share it only with service providers that help us run our business (such as scheduling, CRM and custodial providers), with our affiliated firm Éclat Financial Consultancy when you ask us to coordinate tax services, and when required by law or regulation.

Text messages (SMS)

If you give us your mobile number and opt in, we may send text messages about appointments, follow-ups and services. Message frequency varies. Message and data rates may apply. Reply STOP to opt out at any time, or HELP for help. Consent to receive texts is not a condition of working with us. We do not share your mobile number or SMS opt-in consent with third parties for their marketing purposes.

How we protect your information

We use administrative, technical and physical safeguards designed to protect your information, and we limit access to people who need it to serve you.

Your choices

You can unsubscribe from emails using the link in any message, opt out of texts by replying STOP, and ask us to access, correct or delete your information by contacting us. Some records must be kept to meet regulatory requirements.

Clients and former clients

Clients receive our separate privacy notice as required by SEC Regulation S-P. We protect former clients’ information the same way we protect current clients’ information.

Changes to this policy

We may update this policy from time to time. The date at the top shows when it was last changed.

Contact us

Questions about this policy? Email info@eclatwealthadvisors.com or call +1 727-476-6451.