Privacy Policy

Privacy Policy

Privacy Policy for Ensemble Wealth Management Annuity Solutions

Ensemble Wealth Management Annuity Solutions respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, and safeguard the information you provide when visiting our website or submitting your information through our forms.


Information We Collect

We may collect personal information that you voluntarily provide when submitting forms on our website. This may include:

  • Name

  • Email address

  • Phone number

  • Any additional information you choose to provide

We may also collect certain technical information automatically, including IP address, browser type, device information, and website usage data.


How We Use Your Information

The information we collect may be used to:

  • Respond to inquiries or requests

  • Provide information about annuity products and financial services

  • Schedule consultations or appointments

  • Send service updates and relevant communications

  • Improve our website and user experience

We do not sell or rent your personal information.


SMS Communications

If you provide your phone number through a form on our website and consent to receive text messages, you may receive SMS messages from Ensemble Wealth Management Annuity Solutions regarding appointment reminders, service notifications, follow-up communications, and promotional messages related to annuity and retirement planning services.

By submitting your phone number through our website forms and selecting the consent checkbox, you are opting in to receive SMS communications from us.

Message frequency varies. Message and data rates may apply.

You may opt out at any time by replying STOP to any text message. For assistance, reply HELP.


Cookies and Tracking Technologies

Our website may use cookies and similar tracking technologies to improve your browsing experience, analyze website traffic, and support marketing efforts.

You may choose to disable cookies through your browser settings.


Data Security

We implement reasonable administrative, technical, and physical safeguards designed to protect your personal information from unauthorized access, disclosure, alteration, or destruction.


Your Rights

You may request access to, correction of, or deletion of your personal information at any time by contacting us.


Mobile Information Sharing

Mobile information will not be shared with third parties or affiliates for marketing or promotional purposes. Information sharing to subcontractors in support services, such as customer service, is permitted.

All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.


Updates to This Privacy Policy

We may update this Privacy Policy periodically. Any changes will be posted on this page with an updated effective date.


Contact Information

If you have any questions regarding this Privacy Policy, please contact us through our website.