Privacy Policy

Privacy Notice

This privacy notice discloses the privacy practices for Morrissey Wealth Management. This privacy notice applies solely to information collected by this business, Morrisey Wealth Management. It will notify you of the following:

  • What personally identifiable information is collected from you, how it is used and with whom it may be shared.

  • What choices are available to you regarding the use of your data.

  • The security procedures in place to protect against the misuse of your information.

  • How you can correct any inaccuracies in the information.

Information Collection, Use, and Sharing We are the sole owners of the information collected by you submitting your email. We only have access to/collect information that you voluntarily give us via email or another direct contact from you. We will not sell or rent this information to anyone. We will not share your information with any third party outside of our organization, other than as necessary to fulfill your request. Unless you ask us not to, we may contact you via email in the future.

Your Access to and Control Over Information You may opt-out of any future contacts from us at any time. You can do the following at any time by contacting us via the email address or phone number given on our website:

  • See what data we have about you if any.

  • Change/correct any data we have about you.

  • Have us delete any data we have about you.

  • Express any concern you have about our use of your data.

Security 

We take precautions to protect your information. When you submit sensitive information via the website, your information is protected both online and offline. Wherever we collect sensitive information (such as credit card data), that information is encrypted and transmitted to us in a secure way. You can verify this by looking for a lock icon in the address bar and looking for "HTTPS" at the beginning of the address of the Web page.

While we use encryption to protect sensitive information transmitted online, we also protect your information offline. Only employees who need the information to perform a specific job (for example, billing, marketing emails, or customer service) are granted access to personally identifiable information. The computers/servers in which we store personally identifiable information are kept in a secure environment.

If you feel that we are not abiding by this privacy policy, you should contact us immediately via email at cheryl@morrisseywm.com.