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Privacy Policy

Effective Date: August 1, 2025

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Ardent Wealth Management, LLC (“we,” “our,” or “us”) values your privacy. This Privacy Policy explains how we collect, use, store, and protect the personal information you provide to us, including information collected via our phone and communication services.

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1. Information We Collect

We may collect the following types of personal information:

  • Name, email address, phone number, and other contact details

  • Appointment or scheduling information submitted through forms or third-party tools

  • Call-related data (e.g., caller ID, call time/duration) and recordings, where applicable and legally permitted

  • Notes or summaries related to client conversations

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2. How We Use Your Information

We use your information to:

  • Provide, manage, and improve our services

  • Communicate with you about appointments, services, or follow-ups

  • Maintain accurate client records

  • Comply with legal or regulatory obligations

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3. Sharing of Information

We do not sell or rent your personal information. We may share your information only with trusted third-party service providers (such as scheduling platforms, communication tools, or CRMs) when necessary to operate our business effectively and securely.

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4. Call Recording and Transcription

Calls may be recorded and/or transcribed for training, documentation, or quality assurance purposes. By continuing a call with us, you acknowledge and consent to such recording and/or transcription, where required by applicable law.

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5. Data Protection

We take reasonable and appropriate measures to protect your personal information from unauthorized access, disclosure, alteration, or destruction. We use secure software and restrict access to sensitive data to authorized personnel only.

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6. Your Rights

You may request to review, update, or delete your personal information at any time by contacting us at:
📧 pat@ardentwealthmanagement.com

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7. Changes to This Policy

We may update this privacy policy from time to time. Any changes will be posted on this page along with the updated effective date.

Ardent Wealth Management Inc. is a Registered Investment Adviser.  Advisory Services and financial planning are only offered to clients or prospective clients where Ardent Wealth Management, Inc. and its representatives are properly licensed or exempt from licensure.  This website is solely for informational purposes.   Past performance is no guarantee of future returns.  Investing involves risk and possible loss of principal capital.  No advice may be rendered by Ardent Wealth Management Inc. unless a client service agreement is in place.   Copyright © 2024 Ardent Wealth Management, Inc.

 

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