Privacy Policy

Privacy Policy

Effective Date: July 30, 2026

Hampson Sturgis Wealth Advisory (“HSWA,” “we,” “our,” or “us”) respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains what information we collect, how we use it, and the choices you have regarding your information. Hampson Sturgis Wealth Advisory is an independent firm affiliated with TFW Advisors. This Privacy Policy applies solely to information collected through the Hampson Sturgis Wealth Advisory website. Other websites, including those of TFW Advisors or other third parties, maintain their own privacy policies.

 

Information We Collect

When you visit our website or submit information through our online forms, we may collect:

 

Information You Provide

  • Name
  • Email address
  • Telephone number
  • Company or industry
  • Information regarding the services you are interested in
  • Estimated annual tax liability
  • Any additional information you choose to provide in your message

 

Automatically Collected Information

We may automatically collect certain technical information, including:

  • IP address
  • Browser type
  • Device information
  • Pages visited
  • Date and time of your visit
  • Referring website
  • Cookies and similar technologies

 

How We Use Your Information

We use your information to:

  • Respond to inquiries and schedule consultations
  • Determine whether our services are appropriate for your needs
  • Communicate with you regarding our services
  • Improve our website and user experience
  • Comply with legal and regulatory obligations
  • Protect against fraud and unauthorized activity

We do not sell your personal information.

 

Financial Information

Our contact form may request your estimated annual tax liability to help us better understand your circumstances and determine whether our services are a good fit.

This information is treated as confidential and is used solely for evaluating your inquiry and providing requested services.

 

Information Sharing

We may share your information only with:

  • Our employees and advisors who need the information to assist you
  • Trusted service providers who support our website, scheduling, customer relationship management, or business operations
  • Government agencies or law enforcement when required by law
  • Professional advisors such as attorneys or accountants when necessary to protect our legal interests

All third-party service providers are expected to protect your information appropriately.

 

Data Security

We maintain administrative, technical, and physical safeguards designed to protect the information you provide from unauthorized access, disclosure, alteration, or destruction.

While no method of transmission over the Internet can be guaranteed to be completely secure, we use commercially reasonable measures to protect your information.

 

Cookies

Our website may use cookies and similar technologies to:

  • Remember user preferences
  • Analyze website traffic
  • Improve website functionality
  • Measure marketing effectiveness

You may disable cookies through your browser settings, although some website features may not function properly.

 

Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those websites.

 

Email Communications

If you contact us or request information, we may communicate with you by email or telephone regarding your inquiry and our services.

You may opt out of receiving marketing communications at any time by following the unsubscribe instructions contained in our emails or by contacting us directly.

 

Data Retention

We retain personal information only as long as reasonably necessary to fulfill the purposes described in this Privacy Policy, comply with legal obligations, resolve disputes, and enforce our agreements.

 

Your Rights

Depending on your state of residence, you may have rights regarding your personal information, including the right to:

  • Request access to your information
  • Request correction of inaccurate information
  • Request deletion of certain information
  • Request information regarding how your personal information is used

To exercise these rights, please contact us using the information below.

 

Children’s Privacy

Our website and services are intended for adults. We do not knowingly collect personal information from children under 13 years of age.

 

Changes to This Privacy Policy

We may update this Privacy Policy periodically. Any changes will be posted on this page with an updated Effective Date.

 

Contact Us

If you have questions regarding this Privacy Policy or our privacy practices, please contact us:

Hampson Sturgis Wealth Advisory LLC
Email: ryan@tfwadvisors.us

Website: www.taxfreesuccess.com