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Privacy Policy

At Bigham Wealth Advisory, we are committed to protecting the privacy and security of your personal information. This Privacy Policy outlines our practices regarding the collection, use, and disclosure of your information, and it applies to our website, services, and interactions with clients. By using our services, you agree to the terms outlined in this Privacy Policy.

Information We Collect

We collect various types of information to provide personalized financial services tailored to your needs. The information we collect may include:

Personal Information

  1. Contact details (name, address, email, phone number)

  2. Date of birth

  3. Social Security number

  4. Financial information (income, assets, liabilities)

  5. Employment information

Financial Information

  1. Investment objectives and risk tolerance

  2. Tax information

  3. Retirement goals and plans

  4. Social Security details 

Website and Communication Data

  1. Log files (IP address, browser type, date/time of access)

  2. Cookies and tracking technologies

  3. Interactions with our website and communications

How We Use Your Information

We use the collected information for the following purposes:

Service Provision

  1. Customizing financial plans based on your individual needs

  2. Managing investment portfolios

  3. Providing retirement planning and income strategies 

Compliance with Legal Obligations

  1. Complying with regulatory requirements

  2. Meeting tax reporting obligations

  3. Ensuring compliance with applicable law.

Communication

  1. Sending important updates, newsletters, and relevant information

  2. Responding to inquiries and providing customer support

Information Sharing

We may share your information under the following circumstances:

 

Service Providers

  1. Collaborating with third-party service providers to deliver our services

  2. Ensuring the security and functionality of our systems

Affiliated Companies

Sharing information with our affiliated company, Bigham Insurance Advisory, for insurance-related services

Legal Compliance

Complying with legal obligations and responding to lawful requests.


Security

We employ industry-standard security measures to protect your information from unauthorized access, disclosure, alteration, and destruction. Our commitment to data security includes encryption, access controls, and regular security assessments.


Your Choices

You have the right to:

  1. Review and update your personal information

  2. Opt-out of marketing communications

  3. Request the deletion of your information (subject to legal obligations)

Changes to the Privacy Policy

We may update this Privacy Policy periodically. Any changes will be effective immediately upon posting the revised Privacy Policy on our website.


Contact Us

If you have any questions or concerns regarding this Privacy Policy or the handling of your information, please contact us at:

Bigham Wealth Advisory
1607 Hamill Rd, STE 103,
Hixson, TN 30343

[email protected]

Office number: 423-541-3587

Advisory services are offered through Bigham Wealth Advisory, an Investment Advisor in the State of Tennessee. Insurance products and services are offered through Bigham Insurance Advisory, an affiliated company.