What Type of Information Do We Collect?

The personal information we collect falls into the following categories:

• Information we receive from you on your tax returns, source documents and/or account applications or other forms, such as your name, address, social security number, income, assets and other household information, as well as information regarding your financial goals, investment time horizon and risk tolerance.
• Information about your transactions, including balances, positions and account history.
• Information about your use of this website, including but not limited to, your IP address, usage information, URL information, device information, operating system, browsing activity, click activity, and timestamp.

How Do We Share Your Information?

Our employees are governed by a strict code of conduct and are required to maintain the confidentiality of our client’s information. We restrict access to information about you to the employees who need to know that information in order to service your account. Additionally, we maintain physical, electronic and procedural safeguards that comply with Federal Standards to protect this information.

We do not sell information about current or former clients or their accounts to anyone. We do not disclose nonpublic personal information to third parties unless one of the following limited exceptions applies:

• On occasion, we do share personal information between Beaird Harris Wealth Management, LLC and Beaird Harris, PLLC in an effort to gain “tax-perspective” and provide service to the client or provide information necessary to complete a tax return.
• We disclose personal identifying information in order to complete certain transactions that you direct, such as the transfer of assets from another financial institution.
• We will release personal information in limited circumstances where permitted or required by law to do so, such as in cooperation with regulators or in response to a subpoena.
• We will release information about you if you direct us to do so.
• We engage trusted third-party service providers including but not limited to HubSpot, Google Analytics, and Calendly, to perform various functions on our behalf, such as hosting, data analysis, retargeting, customer support, and marketing. Providers may have access to your personal information but are contractually obligated to maintain its confidentiality and use it solely for the purposes specified by Beaird Harris.

How Do We Use Your Information?

We use the personal information you provide to deliver our services, communicate with you, and improve our website.

We use “cookies”, and other online tracking technologies such as web beacons, pixels, or tags (hereinafter referred to as “cookies”) to enhance your experience on the website. The information we collect about your use of this website helps us analyze trends, administer the website, track user movements, and gather demographic information for aggregate use.

• Your Consent. By continuing to use this website, you consent to our use of cookies to analyze the way you use this website. If you do not wish to accept the use of cookies, you must stop using our website or withdraw your consent as described below.
• Withdraw Consent. You may withdraw your consent from the use of cookies by adjusting your browser settings to disable cookies.
• Manage Cookies. Disabling cookies may affect the functionality and services of many websites you visit. To learn more about cookies, visit allaboutcookies.org.

We give you the opportunity to opt-out of receiving communications from us and to view, correct or remove your personal information. If you wish to opt out of receiving promotional content, you can follow the unsubscribe instructions provided alongside any promotional correspondence from us. In addition, if at any time you wish not to receive any future promotional communications or you wish to have your name deleted from our mailing lists, please contact us at 972-503-1040. Please note that we will retain and use your information as necessary to comply with our legal obligations, resolve disputes, provide services, and enforce our agreements.

Essential Communications

Certain service-related or legally required emails are considered “Essential Communications” (e.g., account, regulatory, or security notices). If you unsubscribe from all email categories (or from Essential Communications), we may reinstate your subscription to Essential Communications or be required to mail you Essential Communications, so you continue to receive required information.

SMS Disclosure

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties

Privacy Policy Updates

Periodically we may revise our privacy policy. We will not, however, revise our privacy policy to permit the sharing of nonpublic personal information other than as described in this notice unless we first notify you and provide you with an opportunity to prevent the information sharing.

If you have any questions or concerns, please contact us at 972-503-1040.