Privacy Policy

Who We Are

Confluence Capital Management, LLC ("we," "us," or "our") is an independent financial advisory firm. Thomas Clark serves as an Investment Advisor Representative under Altitude Capital Management, LLC. This Privacy Policy outlines how we handle your personal information.

Information We Collect

We may collect the following types of information:

• Personal identification information (Name, email address, phone number, etc.)
• Financial information necessary for advisory services
• Technical data regarding your use of our website
• Communication preferences and history

How We Use Your Information

We use the information we collect to:

• Provide personalized financial advisory services
• Communicate with you regarding our services and your accounts
• Improve our website and service offerings
• Comply with legal and regulatory obligations

SMS/Text Message Communications

By providing your mobile phone number, you consent to receive SMS/text messages from Confluence Capital Management regarding your appointments, account updates, and service information. Standard message and data rates may apply. You may opt out at any time by replying "STOP" to any message.

Mobile opt-in and consent data will not be shared with third parties or affiliates for marketing purposes.

How We Share Your Information

We do not sell your personal information. We may share your information with third-party service providers who assist us in operating our business, delivering services to you, or when required by law or regulatory authorities.

Data Retention

We retain your personal information for as long as necessary to fulfill the purposes outlined in this Privacy Policy, or as required by financial regulations and laws governing our industry.

Data Security

We implement appropriate technical and organizational security measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction.

Your Rights

Depending on your jurisdiction, you may have rights regarding your personal information, including the right to access, correct, or request deletion of your data. Please contact us to exercise these rights.

Cookies

Our website may use cookies and similar tracking technologies to enhance your browsing experience, analyze site traffic, and understand where our audience is coming from. You can control cookie preferences through your browser settings.

Children's Privacy

Our services are not intended for individuals under the age of 18. We do not knowingly collect personal information from children.

Changes to This Policy

We may update this Privacy Policy periodically to reflect changes in our practices or regulatory requirements. The updated policy will be posted on this page with a revised "Last Updated" date.

Contact Us

If you have any questions or concerns about this Privacy Policy, please contact us at: