Privacy Policy

Effective Date: March 15 2025

At Bridging Wealth Solutions, we value your privacy and are committed to protecting your personal information. This Privacy Policy outlines how we collect, use, store, and safeguard your data when you visit our website, use our services, or communicate with us.

We may collect and process the following types of information:

• Personal Information: Name, email address, phone number, mailing address, and any other details you provide when contacting us or using our services.
• Financial Information: If you engage in our financial services, we may collect relevant financial data to provide customized advice.
• Website Usage Data: Information about your interactions with our website, including IP address, browser type, pages visited, and referral source, collected via cookies or analytics tools.

We use your information to:

• Provide tailored financial planning and advisory services.
• Respond to inquiries and communicate with you.
• Improve our website, services, and client experience.
• Comply with legal and regulatory requirements.

We do not sell or rent your personal information to third parties.

We implement industry-standard security measures to protect your data from unauthorized access, misuse, or loss. While we take reasonable precautions, no online transmission is 100% secure.

Our website may use cookies to enhance your browsing experience and analyze site traffic. You can manage cookie preferences through your browser settings.

Our website may include links to third-party sites. We are not responsible for their privacy practices and encourage you to review their policies before providing any personal information.

Depending on your location, you may have rights regarding your data, including:

• Accessing the personal data we hold about you.
• Requesting corrections or deletion of your data.
• Opting out of marketing communications.

To exercise these rights, contact us at bbridges@cambridgesecure.com.

As a financial services provider, we comply with relevant data protection laws, including GDPR, CCPA, and FINRA/SEC regulations where applicable.

We may update this Privacy Policy as needed. The latest version will always be available on our website.

If you have any questions about this Privacy Policy or your data, please contact us at:

📍 Bridging wealth Solutions
📧 bbridges@bridgingwealthsolutions.com
📞 844-306-0166