Privacy Policy

Privacy policy

We want our clients to understand what information we collect, how we use it, and how we protect your personal information.

This privacy policy explains how Grinstead wealth management Collects uses, shares, and protects personal information obtained by individuals who interact with our website services and marketing activities.

Grinstead Wealth Management, LLC (“GWM”) recognizes that our relationships with current and prospective clients are based on integrity and trust. We work hard to maintain your privacy and to preserve the private nature of our relationship with you. We place the highest value on the information you share with us.

We will not sell your personal information.

Why We Collect Your Information

We gather information about you so that we can:

Help design and implement the investment and financial planning related services we provide you; and

Comply with the Federal and State laws and regulations that govern us.

What Information We Collect and Maintain

We may collect the following types of “nonpublic personal information” about you:

Information from our initial meeting or subsequent consultations about your identity, such as your name, address, social security number, date of birth, and financial information;

Information that we generate to service your financial needs; and

Information that we may receive from third parties in connection with the services we provide you.

What Information We Disclose

We are permitted by law to disclose nonpublic personal information about you to unaffiliated third parties in certain circumstances. GWM may disclose client's nonpublic personal information: (1) to individuals and/or entities not affiliated with GWM, including, but not limited to third-parties that assist in the supervision or management of your account(s) (i.e., sub-advisers, account custodian, record keeper, attorney, etc.); (2) to service providers contracted by us in order for us to perform the duties in furtherance of the client's engagement with GWM (i.e. client management systems, archiving technology vendors, cloud service providers, etc.); (3) to your authorized representative or power of attorney; (4) when we receive your prior consent; (5) in connection with a proposed or actual sale, merger, or transfer of all or a portion of our business; and (6) as otherwise permitted to do so in accordance with the parameters of applicable federal and/or state privacy regulations.

In the event that GWM has a change to its client privacy policy that would allow it to disclose nonpublic personal information not covered under applicable law, GWM will allow its clients the opportunity to opt-out of such disclosure.

How We Protect Your Personal Information

Privacy has always been important to GWM. We restrict and limit access to client information only to those who need to carry out their business functions. We safeguard client information by preventing its unauthorized access, disclosure, or use. We maintain physical, electronic, and procedural safeguards to protect your confidential personal information. Arrangements with companies or independent contractors not affiliated with GWM will be subject to confidentiality agreements.

Former Clients

Even if we cease to provide you with financial services, our Privacy Policy will continue to apply to you, and we will continue to treat your nonpublic personal information with strict confidentiality. We maintain all records regarding all former clients for the retention period required by law.

Contact Us

Clients are encouraged to discuss any questions regarding privacy policies and procedures directly with Justin Grinstead, Chief Compliance Officer of GWM. Please contact Justin Grinstead at (505)-397-1629.

Email Consent and Marketing Disclosure

By providing your email address through one of our interactive educational tools (such as Landbot), you are consenting to receive occasional marketing emails from Grinstead Wealth Management. These emails are designed to offer useful, actionable insights and resources to support your financial journey. You can unsubscribe at any time using the link provided in each email.

Educational Content Disclaimer

By interacting with any of our educational tools or resources, you acknowledge that the information provided is for general educational purposes only and does not constitute tax, legal, or investment advice. For guidance specific to your situation, please consult with a qualified professional.

Effective Date

This Privacy Policy is effective as of February 5th 2025