Privacy Policy

Last Updated: August 7, 2026

SmartAlecEquity respects your privacy. This Privacy Policy describes how we collect, use, disclose, and protect information when you visit our website, request a consultation, communicate with us, or use our services.

Information We Collect

We may collect information that you voluntarily provide to us, including your name, email address, telephone number, mailing address, information submitted through consultation or contact forms, documents you provide to us, and information relating to the matter for which you request educational or consulting services.

We may also automatically collect certain technical information when you use our website, including IP address, browser type, device information, referring pages, pages visited, and other standard website usage information.

How We Use Information

• Respond to inquiries and consultation requests.
• Provide educational and consulting services.
• Communicate with clients concerning their matters or services.
• Send appointment confirmations, reminders, service notifications, and other communications requested or authorized by the recipient.
• Maintain and improve our website and services.
• Maintain business and administrative records.
• Protect the security and integrity of our systems.
• Comply with applicable legal obligations.

SMS and Mobile Information

If you provide your mobile telephone number and consent to receive text messages from SmartAlecEquity, we may use your mobile number to send communications relating to consultations, appointments, services, account matters, requested information, and other communications consistent with the consent you provided.

Mobile information, text messaging originator opt-in data, and consent information will not be shared, sold, rented, or provided to third parties or affiliates for marketing or promotional purposes.

We may disclose information to service providers that perform services on our behalf, such as communications, website hosting, infrastructure, or customer-support providers, solely as necessary for them to provide those services. Such service-provider disclosures do not include permitting those parties to use your SMS consent or mobile information for their own marketing or promotional purposes.

Message frequency may vary depending on your interactions with SmartAlecEquity. Message and data rates may apply.

You may opt out of SMS communications at any time by replying STOP. You may reply HELP for assistance.

Consent to receive text messages is not a condition of purchasing services from SmartAlecEquity.

Cookies and Website Technologies

Our website may use cookies and similar technologies necessary for website functionality, security, analytics, and performance. Browser settings may allow you to limit or disable cookies.

Data Security

We use reasonable administrative, technical, and organizational safeguards designed to protect information in our possession. However, no electronic transmission or storage system can be guaranteed to be completely secure.

Data Retention

We may retain information for as long as reasonably necessary to provide services, maintain business records, resolve disputes, enforce agreements, protect legitimate business interests, and satisfy applicable legal obligations.

Changes to This Policy

We may update this Privacy Policy periodically. Changes become effective when the revised policy is posted on this page unless otherwise stated.