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Mountain View Strategic Wealth

President, Chief Investment Officer

(845) 834-4343 john@mvswealth.com

Contact

Office: (845) 834-4343

Fax: (845) 834-4344

200 North Drive

i.Park Suite 103

Hopewell Junction, NY 12533

john@mvswealth.com

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Check the background of your financial professional on FINRA's BrokerCheck.

Welcome to the Mountain View Strategic Wealth, LLC website. We value your privacy and are dedicated to protecting your personal data. This privacy policy outlines how we collect, use, store, and protect your personal data, and your rights concerning this data. We do not share your data with third parties for marketing or promotional purposes.

1. Data Sharing and Disclosure
We do not share your personal data with third parties for marketing or promotional purposes. We may share your data with third parties only in the following circumstances:

Service Providers: With third-party service providers who perform functions on our behalf, such as qualified custodians, IT service providers, data storage providers, and telecom service providers
Legal Obligations: When required by law or to respond to legal processes.
Protection: To protect our rights, property, and safety, or that of our customers and others.

2. Data We Collect
We collect various types of personal data, including:

Identity Data: First and last name.
Contact Data: Email address, phone number, billing and delivery address
Technical Data: IP address, browser type and version, time zone setting, browser plug-in types and versions, operating system and platform.
Usage Data: Information about how you use our website, products, and services.
Marketing and Communications Data: Your preferences in receiving marketing from us and your communication preferences.

3. Methods of Data Collection
We collect personal data using various methods, primarily through forms on our website:

Direct Interactions: You provide your personal data when you fill out forms, create an account, subscribe to our services, request marketing materials, or give us feedback.
Automated Technologies: As you interact with our website, we may automatically collect technical data about your equipment, browsing actions, and patterns. We collect this data using cookies, server logs, and other similar technologies

4. How We Use Your Personal Data
We use your personal data for the following purposes:

SMS Program: If you opt into our SMS program, we will send you messages regarding our services, updates, policies, and promotional offers. You will receive messages about product updates, service notifications, and special offers. You can opt out at any time.
Service Provision: To perform the contract we are about to enter into or have entered into with you.
Marketing and Communications: To send you marketing materials and communicate with you about our services.
Prospecting: To analyze your data to understand your preferences and prospects for new clients.
Customer Support: To respond to your inquiries and provide support.

5. Data Storage, Maintenance, and Protection
We implement appropriate security measures to protect your personal data from being accidentally lost, used, or accessed in an unauthorized way, altered, or disclosed. These measures include:

Data Encryption: Encrypting personal data to protect it from unauthorized access.
Access Controls: Limiting access to personal data to authorized personnel only.
Regular Security Assessments: Conducting regular security assessments to identify and mitigate potential vulnerabilities.

6. Your Rights You have the following rights regarding your personal data:

Access: You can request access to the personal data we hold about you.
Correction: You can request correction of any incomplete or inaccurate data we hold about you.
Erasure: You can request deletion of your personal data where there is no good reason for us to continue processing it.
Objection: You can object to the processing of your personal data where we are relying on a legitimate interest (or those of a third party) and there is something about your particular situation that makes you want to object to processing on this ground.
Restriction: You can request restriction of processing of your personal data.

7. Opt-Out Options and Mobile Information
You have the right to opt out of receiving marketing communications from us at any time by:

SMS: Replying "STOP" to any SMS message you receive from us. Email: Clicking the "unsubscribe" link in any email you receive from us.
Account Settings: Updating your preferences in your account settings on our website.

More on mobile information usage, collection, and privacy

Our SMS program provides updates, notifications, and promotional messages related to our services. By subscribing to our SMS program, you consent to receive SMS messages at the phone number provided. Message frequency may vary based on your interaction with our service.
We do not share your mobile information with third parties or affiliates for marketing or promotional purposes. Additionally, all the categories of personal data mentioned above exclude text messaging originator opt-in data and consent. This information will not be shared with any third parties under any circumstances. However, we may share your data with trusted service providers who assist us in operating our SMS program, provided they agree to keep your data confidential and use it solely for the purpose of providing services on our behalf.
You have the right to access, correct, verify, or remove your personal information at any time. To manage your information, please contact us at 845-834-4343, option 2.
Opt-Out Option: If you wish to opt-out of receiving SMS messages, you may do so at any time by replying "STOP" to any of our messages or by contacting us directly at 845-834-4343, option 2. Opting out will not affect your other interactions with our services.

8. Changes to this Privacy Policy
We may change this Privacy Statement from time to time when necessary to reflect changes in our Services, how we use personal information, or the applicable law. If we make changes, we will revise the "Last Updated" date at the top of the statement. If we make material changes, we will provide you with notice or obtain consent regarding such changes as may be required by law. We encourage you to review the Privacy Statement whenever you access the Services or otherwise interact with us to stay informed about our privacy practices and the ways in which you can exercise choice over these practices. The practices described in this Privacy Statement are subject to applicable laws in the locations in which we operate.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

PRIVACY POLICY