Privacy Policy
At Marquis Wealth Management Group, we understand that privacy is an important issue for visitors to the Marquis Wealth Management Group web site. The following information is designed to help visitors understand what information we gather from our site and in connection with any services provided by Marquis Wealth Management Group and how we handle the information once we gather it.
Marquis Wealth Management Group, an independent registered investment advisor and financial planning firm, is committed to safeguarding the confidential information of its clients. We hold all personal information provided to our firm in the strictest confidence. These records include all personal information that we collect from you in connection with this web site and any of the services provided by Marquis Wealth Management Group. We do not disclose website information to nonaffiliated third parties, except as permitted by law and explained in this Privacy Statement, and do not anticipate doing so in the future. If we were to anticipate such a change, we would be prohibited under the law from doing so without advising you first. Our policy with respect to personal information about you is listed below
- We do not sell personal information to anyone, including mailing list vendors or solicitors.
- We do not disclose any nonpublic personal information about our customers or former customers to anyone, except as permitted by law and as explained in this Privacy Statement.
- We limit employee and agent access to information only to those who have a business or professional reason for knowing;
- We maintain a secure office and computer environment to ensure that your information is not placed at unreasonable risk.
Site Visitorship Data Collected on this Site
Marquis Wealth Management Group uses aggregated site visitorship data to improve the content and services offered to its site visitors. Marquis reports site visitorship data on an aggregate, anonymous basis, which means no personal information is associated with it. This data can include:
- How many people visit our site
- The pages they visit
- How long they stay on our site
- The domain name of the site visitors are connecting from (aol.com for example)
Hyperlinks
This Web site contains hyperlinks or “links” to other sites, and other sites may “link” to this site. Web sites linking to and from this site may have different privacy practices from the one described here for www.marquiswealthgroup.com. Visitors to our site should read the privacy statements of other Web sites they visit. This privacy statement applies solely to information collected by this Web site.
Marquis Wealth Management Group (Marquis) may use SMS (Short Message Service) and MMS (Multimedia Message Service) text messaging to communicate with clients and prospects who have provided consent. This section describes how we collect consent, use text messaging, and your rights regarding text communications.
Consent Requirements
By providing your mobile phone number and opting in to receive text messages from Marquis, you expressly consent to receive informational text messages at the phone number provided. Your consent is not a condition of becoming a Marquis advisory client.
Consent may be obtained through:
- Website forms where you check a box agreeing to receive text messages
- Written consent on service agreements or contracts
- Verbal consent documented by our team
- Replying “YES” or an affirmative keyword to an opt-in request
Types of Messages
Marquis may send text messages for the following purposes:
- Service Notifications: Updates about Marquis’ services and appointments
- Account Alerts: Important information about your account, billing, or service changes. Please Note: you should not rely on text messages about your account solely from Marquis; please review your quarterly custodial statement, provided by the account custodian, for full information about your account, billing, and performance.
- Appointment Reminders: Confirmations and reminders for scheduled consultations
Message Frequency
Message frequency varies based on the type of communication and your service level. Typically, you may receive:
- Service notifications: As needed
- Appointment reminders: 1-2 messages per scheduled appointment
Opt-Out Instructions
You may opt out of text messages at any time. To stop receiving text messages from Marquis:
- Reply STOP, END, CANCEL, UNSUBSCRIBE, or QUIT to any text message
- Email us at info@marquiswealthgroup.com with “Unsubscribe SMS” in the subject line
- Call us at (239) 454-1117 to request removal
After opting out, you will receive a confirmation message. Please allow up to 48 hours for your request to be fully processed. Opting out of promotional messages will not affect service-related or transactional messages necessary for your account.
Help and Support
For help with text messaging, reply HELP to any message or contact us at (239) 454-1117
Costs and Carrier Information
Message and data rates may apply. Standard messaging rates from your wireless carrier apply to messages sent and received. Marquis does not charge for text messages, but your carrier may. Check with your mobile carrier for details about your messaging plan.
Text messaging services are supported by most major carriers including AT&T, Verizon, T-Mobile, Sprint, and others. Carriers are not liable for delayed or undelivered messages.
Delivery and Limitations
Text messages are delivered on a “best efforts” basis. Marquis utilizes third-party messaging service providers and carriers to deliver messages. We cannot guarantee:
- Delivery of all messages or delivery within any specific timeframe
- Message delivery to all wireless carriers or devices
- That the service will be uninterrupted or error-free
The Text Messaging Service may not be available in all areas or on all devices. Zoom Phone or other underlying service providers may impose limitations on message delivery.
Information We Collect via Text Messaging
When you opt in to text messaging, we collect:
- Your mobile phone number
- Consent timestamp and method
- Message delivery status and engagement metrics
- Opt-out requests and dates
We do not sell, rent, or share your phone number or text messaging consent information with third parties for their marketing purposes. Your information may be shared with our messaging service providers solely for the purpose of delivering messages.
Consent Records
We maintain records of your consent for a minimum of four (4) years or as required by applicable laws. Consent records include the timestamp of consent, the method of consent acquisition, the specific messaging program consented to, and the phone number provided.
Compliance
Marquis’ text messaging practices comply with the Telephone Consumer Protection Act (TCPA), Cellular Telecommunications Industry Association (CTIA) guidelines, and applicable state and federal regulations. We register all messaging campaigns with The Campaign Registry as required by major wireless carriers.
Please Note: Do not use SMS or MMS to send trade instructions to Marquis. Marquis will not honor trade instructions sent via SMS, MMS, email, or other written communication.