privacy policy


This privacy policy (“Privacy Policy”) describes the ways Strategic Wealth Designs LLC collect, store, use, disclose, and protect your personal information. We use the term “personal information” to describe information that can be associated with you and can be used to identify you. Personal information does not include information that does not identify a specific person or that is publicly available. You agree to the practices regarding your personal information described in this Privacy Policy when you Strategic Wealth Designs services, whether online or offline (collectively, the “Strategic Wealth Designs services”) or otherwise provide personal information to us.

Information We Collect

When you use Strategic Wealth Designs, we may collect certain information relating to that use, some of which may be personal information. Examples of personal information include your name, address, telephone number, email address, other means to contact you, and Social Security number, as well as other information you may supply us in connection with a financial product or service, such as your demographic information, investment preferences, location information, or financial information. If you register with Strategic Wealth Designs online services, we will collect data that may include personal information, such as your contact information, financial information submitted by you or others in connection with your use of Strategic Wealth Designs online services, and verification information that we use to identify you. In addition, we may collect information such as your Internet Protocol (IP) address and/or domain, the type and version of your Internet browser software and operating system you use, the date, time, and duration of your Strategic Wealth Designs online services access, the specific pages, buttons, images, links, and forms that you access while visiting Strategic Wealth Designs online services, the type of device you use to access Strategic Wealth Designs online services (such as a BlackBerry, iPhone, or iPad), your mobile carrier and/or Internet Service Provider. The collection of this data does not personally identify you. We may also use third-party applications and services to collect and analyze this information in the aggregate. Your SWD-affiliated financial professional may collect personal and financial information from you for entry into the Strategic Wealth Designs database. This information may include your name, address, telephone number, and information required to calculate a net worth statement. We may also collect information about you that you otherwise submit to us, such as through email and other means.

Users of the Strategic Wealth Designs online services may have the option to authenticate their identity using biometric recognition capabilities on their devices. When users of the Strategic Wealth Designs online services enable biometric identification, Strategic Wealth Designs does not collect or receive biometric information or biometric identifiers.

Our Use of Personal Information

We may use your personal information to (i) provide information, products or services you request; (ii) verify your identity when accessing our services; (iii) enforce our Terms of Use and any other agreements between you and LPL Financial; (iv) improve, modify, customize, and measure Strategic Wealth Designs services; (v) provide you with information about Strategic Wealth Designs products and services, including while you are on the Strategic Wealth Designs online services or after you visit the Strategic Wealth Designs online services; (vi) compare information for accuracy and verify our records; (vii) detect and prevent fraud or other criminal activities; or (viii) in other ways indicated in this privacy policy.

Sharing Personal Information in Connection with Strategic Wealth Designs Services

To provide Strategic Wealth Designs services, we may share some of your personal information with other entities who perform services for LPL Financial. We may share your personal information with service providers who are authorized to use your personal information only as necessary to support our business operations, such as those who provide data storage, payment, technology support and services, customer service, risk solution provision, analytics, fraud prevention, and marketing services. We may also share some of your personal information as otherwise permitted or required by law or as authorized by you. The personal information we share for business purposes may include any of the categories of personal information identified in this Privacy Policy that we may collect.

Rights for Residents of Certain States

Some state laws grant additional privacy rights to their residents. Certain residents of California, in addition to other rights described in this Privacy Policy, have the following rights:

A business may not discriminate against a California resident that exercises their privacy rights under state law.

Updating and Correcting Your Personal Information

Keeping your information accurate and up to date is very important. If your personal or account information is incomplete, inaccurate or not current, please contact your financial professional or Strategic Wealth Design (720) 381.4880.

Storage and Protection of Personal Information

We maintain administrative, technical, and physical safeguards that are designed to protect the privacy and security of personal information. In order to help secure personal information collected from you as a Strategic Wealth Designs online services user, including sensitive financial data, the information is protected by SSL encryption when it is exchanged between your web browser and Strategic Wealth Designs online services. However, the internet is not a fully secure environment, and we cannot ensure or warranty the security of any information transmitted to or generated by Strategic Wealth Designs in connection with Strategic Wealth Designs’ online services. There is no guarantee that information may not be accessed, disclosed, altered, or destroyed by breach of any of our administrative, technical, physical, or other operational, safeguards. You play a critical role in protecting your information by maintaining up-to-date computer security protections. Steps you take to ensure the security of your computer, computer passwords, or other personal identifier authentication mechanisms are key components of the protection of your personal information. For more information on protecting your electronic information, please visit our Privacy/Security page. You agree that you are responsible for any additional verification procedures and security you deem necessary.

By using Strategic Wealth Designs services, you agree that the procedures provided for in this Privacy Policy and the procedures implemented on Strategic Wealth Designs services to protect personal information and to verify the identity of users including, but not limited to, those procedures described in the foregoing paragraph, constitute commercially reasonable website security and customer verification procedures.

Suspicious Email

It is our policy not to email you or send you electronic communications to request non-public personal information or account information (such as a username or password). If you receive an unsolicited email or other electronic communication that appears to be from Strategic Wealth Designs but you suspect may be from another source and might be fraudulent, please email us at

Social Media

You may also find additional information on our products and services through our social media sites such as Facebook, LinkedIn, or Twitter. Please keep in mind that any information you share is visible to all participants on these social media sites and you should never post any sensitive personal information (such as account number or tax identification). Please carefully review the Terms of Use and Privacy Policy on these social media sites as they may be different from our own policies.

Personal Information on Children

We respect the privacy of children and encourage all parents to supervise their children’s computer usage. We do not intend to invite children to visit Strategic Wealth Designs online services and we do not knowingly collect or retain personal information from children under the age of thirteen (13). For more information on the Children’s Online Privacy Protection Act (COPPA), please visit the Federal Trade Commission website at

Contacting Us About Privacy Questions

If you have questions or concerns regarding this Privacy Policy, you should contact us by email at

Changes to this Privacy Policy

This Privacy Policy is subject to change. Please review it periodically. If we make changes to the Privacy Policy, we will revise the “Last Updated” date at the top of this Policy. Any changes to this Privacy Policy will become effective when we post the revised Privacy Policy on the site. Your use of Strategic Wealth Designs services following these changes means that you accept the revised Privacy Policy.

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