Greyrock Private Wealth ("Greyrock," "we," "us," or "our") respects your privacy and is committed to protecting the personal information you provide when visiting or interacting with our website.
 

This Privacy Policy explains the types of information we may collect through our website, how we may use and protect that information, and the choices available to you.
 

This Privacy Policy applies to information collected through the Greyrock Private Wealth website. Additional privacy notices, policies, or disclosures may apply to individuals who become clients of Greyrock Private Wealth.
 

Information We May Collect

The information we collect depends on how you interact with our website.

Information You Provide to Us

We may collect personal information that you voluntarily provide when you:

• Complete a contact or inquiry form

• Request information about our services

• Schedule or request a meeting

• Subscribe to communications or educational materials

• Download a resource

• Contact us by email, telephone, or through the website

• Otherwise voluntarily provide information to us
   

This information may include your:

• Name

• Email address

• Telephone number

• Company or business name

• General information about your financial planning interests or needs

• Information included in messages or communications you send to us

• Other information you choose to provide
   

Please do not submit Social Security numbers, account numbers, passwords, investment account credentials, or other sensitive financial information through standard website forms or ordinary email unless Greyrock Private Wealth specifically provides a secure method for submitting such information.

Information Collected Automatically

When you visit our website, certain information may be collected automatically through cookies, analytics tools, server logs, pixels, or similar technologies.
 

Depending on the technologies used on our website, this information may include:

• IP address

• Browser type

• Device type

• Operating system

• Pages visited

• Date and time of your visit

• Referring website or source

• General website interactions and navigation patterns

• Cookie or device identifiers
   

This information may be used to operate the website, understand website usage, improve performance, maintain security, and evaluate our marketing efforts.
 

For more information, please review our Cookie Policy.
 

How We May Use Information

Greyrock Private Wealth may use information collected through the website to:

• Respond to questions, inquiries, and requests

• Schedule or facilitate introductory conversations

• Provide information about our services

• Communicate with prospective and existing clients

• Provide requested educational materials or communications

• Operate, maintain, secure, and improve our website

• Understand how visitors use our website

• Evaluate website and marketing performance

• Maintain business records

• Detect or prevent fraudulent, unauthorized, or potentially harmful activity

• Comply with applicable legal, regulatory, or recordkeeping obligations

• Protect the rights, property, and security of Greyrock Private Wealth and others
   

We may also use information for other purposes disclosed to you at the time it is collected or with your consent where required.
 

How We May Share Information
 

Greyrock Private Wealth does not disclose personal information collected through its website except as described in this Privacy Policy, as authorized by you, or as otherwise permitted or required by law.
 

Information may be shared with service providers that assist us in operating our business or website.

These may include providers supporting:

• Website hosting

• Website analytics

• Information technology and security

• Customer relationship management

• Email and communications

• Appointment scheduling

• Marketing technology

• Professional services

• Other business operations
   

These providers may receive information as necessary to perform services on our behalf.
 

We may also disclose information when reasonably necessary to:

• Comply with applicable laws, regulations, court orders, subpoenas, or other legal processes

• Respond to lawful requests from regulatory, governmental, or law enforcement authorities

• Protect our legal rights or property

• Investigate fraud, security incidents, or misuse of our website

• Protect the safety or security of Greyrock Private Wealth, our clients, website visitors, or others
   

Affiliated and Professional Relationships

Greyrock Private Wealth may work with affiliated businesses and outside professionals as part of its financial planning and wealth management services.
 

Where appropriate and permitted, information may be shared or coordinated with affiliated entities or professionals such as accounting, tax, legal, insurance, or other service providers.
 

The handling of information in an advisory relationship may also be governed by additional agreements, regulatory requirements, and privacy notices provided to clients.
 

Nothing in this Privacy Policy should be interpreted as authorizing the disclosure of nonpublic personal information in a manner inconsistent with applicable law or Greyrock Private Wealth's regulatory obligations.
 

Cookies and Similar Technologies

Our website may use cookies and similar technologies to support website functionality, remember preferences, understand website activity, maintain security, and evaluate website or marketing performance.
 

Some technologies may be provided by third-party service providers.
 

You may be able to control certain cookies through your browser settings or through cookie preference controls made available on our website.
 

For additional information, please review our Cookie Policy.
 

Communications and Marketing

If you voluntarily request information, subscribe to communications, or otherwise provide your contact information, Greyrock Private Wealth may use that information to communicate with you regarding our services, educational content, company updates, or other relevant information.
 

Where required, marketing communications will provide an appropriate method for managing your communication preferences or unsubscribing.
 

You may also contact us directly to request that we discontinue certain marketing communications.

Please note that we may still send communications that are necessary for an existing business or client relationship or required for legal or regulatory purposes.
 

Data Security

Greyrock Private Wealth takes reasonable administrative, technical, and organizational measures designed to protect information from unauthorized access, disclosure, alteration, loss, or misuse.
 

However, no website, electronic communication, database, or method of transmitting information over the Internet can be guaranteed to be completely secure.
 

For this reason, visitors should avoid transmitting sensitive financial or identifying information through unsecured website forms or ordinary email.
 

Data Retention

We may retain personal information for as long as reasonably necessary to fulfill the purposes described in this Privacy Policy, maintain appropriate business and regulatory records, resolve disputes, enforce agreements, or satisfy applicable legal and regulatory requirements.
 

Retention periods may vary depending on the type of information, the reason it was collected, and applicable requirements.
 

Third-Party Websites

Our website may contain links to websites, resources, or services operated by third parties.
 

Greyrock Private Wealth does not control the privacy, security, or data practices of third-party websites. When you leave our website, your interaction with another website is subject to that organization's privacy policies and terms.
 

We encourage you to review the privacy policies of third-party websites before providing personal information.
 

Children's Privacy

The Greyrock Private Wealth website and services are not directed toward children under the age of 13, and we do not knowingly seek to collect personal information from children under 13 through our website.
 

If we become aware that personal information from a child under 13 has been submitted through the website without appropriate authorization, we may take reasonable steps to delete it.

Your Privacy Choices

Depending on where you reside and applicable law, you may have certain rights or choices concerning your personal information.
 

These may include the ability to request information about personal information we maintain, request corrections, request deletion in certain circumstances, or manage certain communications or tracking technologies.
 

Not all rights apply in every jurisdiction or circumstance, and certain information may need to be retained to satisfy legal, contractual, regulatory, or record keeping obligations.
 

To submit a privacy-related request, please contact us using the information provided below.

We may need to verify your identity before completing certain requests.

Investment Advisory Privacy Notices

Individuals who become clients of Greyrock Private Wealth may receive separate privacy notices describing the firm's collection, use, protection, and disclosure of nonpublic personal information in connection with the advisory relationship.
 

Those notices may be governed by financial privacy and securities laws and are separate from this website Privacy Policy.
 

If another privacy notice provided to you by Greyrock Private Wealth applies specifically to your client relationship, that notice should be reviewed together with this website Privacy Policy.

Changes to This Privacy Policy

Greyrock Private Wealth may update this Privacy Policy periodically to reflect changes in our website, technology, services, privacy practices, or applicable requirements.
 

When changes are made, we will update the "Last Updated" date at the top of this page.

We encourage visitors to review this Privacy Policy periodically.

Contact Us

If you have questions about this Privacy Policy, our website privacy practices, or a privacy-related request, please contact:
 

Greyrock Private Wealth
Email: zachbostic15@gmail.com
Phone: (864) 838-9925
Website: www.greyrockprivatewealth.com