📜 Privacy Policy for Coast Wealth Group

Last Updated: 4/9/2025

Coast Wealth Group (“we,” “our,” or “us”) respects your privacy and is committed to protecting the personal information you share with us through our website, https://coastwealthgroup.com (the “Site”), and through any interactions with our firm. This Privacy Policy explains how we collect, use, disclose, and safeguard your information in accordance with applicable laws and advertising standards.

1. Information We Collect

We may collect the following types of information:

  • Personal Information:
    Name, email address, phone number, mailing address, financial information, or any other data you voluntarily submit through contact forms, appointment scheduling, or service inquiries.

  • Website and Device Data:
    IP address, device type, browser type, operating system, and pages visited—collected through cookies and similar technologies.

  • Tracking Data via Advertising Tools:
    Information collected using third-party tools such as the Meta (Facebook) Pixel and Google Analytics to track website activity and ad performance.

2. How We Use Your Information

We use the information collected to:

  • Respond to your inquiries and schedule consultations

  • Deliver financial planning, investment guidance, and related services

  • Analyze and improve website performance and user experience

  • Run digital marketing campaigns and track performance

  • Comply with legal, regulatory, and fiduciary responsibilities

  • Send you relevant updates, newsletters, or offers (with your consent)

3. Advertising Tools and Meta Compliance

We use marketing tools such as:

  • Meta Pixel – to monitor activity on our site and improve ad targeting

  • Facebook/Instagram Lead Ads – to securely collect your information when you engage with our ads

  • Custom Audiences – to share relevant content with people who’ve interacted with our site or social media

These tools may collect or receive information from your browser to serve interest-based ads. You may adjust your preferences through Facebook Ad Settings or opt out at YourAdChoices.com.

4. Sharing Your Information

We do not sell your personal information. We may share it with:

  • Trusted service providers who help us operate our website and deliver services

  • Third-party platforms used for marketing and appointment scheduling

  • Regulatory agencies as required by law or compliance standards

All vendors are required to follow strict data protection practices.

5. Your Rights and Choices

You have the right to:

  • Access and request correction of your personal data

  • Request deletion of your information, subject to regulatory retention requirements

  • Opt out of marketing emails or personalized advertising

  • Disable cookies through your browser settings

To request access or changes to your information, contact us using the details below.

6. Security of Your Information

We maintain administrative and technical safeguards to protect your data. However, no system is completely secure. We encourage you to use caution when sharing sensitive information online.

7. External Links

Our Site may contain links to third-party websites or tools. We are not responsible for their content or privacy practices. Please review their privacy policies before submitting any information.

8. Children’s Privacy

Our services are not directed at children under 18. We do not knowingly collect personal information from minors.

9. Policy Updates

We may update this Privacy Policy at any time. The revised version will be posted on this page with a new “Last Updated” date.

10. Contact Us

If you have questions about this policy or how we handle your data, please contact:

Coast Wealth Group
📍 Myrtle Beach, SC
📧 info@coastwealthgroup.com
📞 (843) 855-4910
🌐 https://coastwealthgroup.com