Privacy Policy

At First Street Wealth Advisors, LLC (FSWA), We Respect Your Privacy.

FSWA and its representatives take your privacy seriously. We recognize our obligation to keep your personal information secure and confidential. We do not sell or share personal information — including mobile phone numbers — about current or former clients with anyone for marketing purposes.

Information We collect:

We collect personal information such as your name, address, Social Security number, phone number, email address, date of birth, income, employment details, and net worth when you engage our services.

How We Collect It:

We gather nonpublic personal information from applications, statements, communications (including emails and phone calls), transactions, and consumer reporting agencies.

Who We Share It With:

We may share your information with non-affiliated third parties when necessary to fulfill your requests or as permitted/required by law — for example, with regulatory agencies like the SEC or FINRA. We do not sell or disclose information to third parties for marketing purposes.

If Your Relationship With Us Ends:

We will continue to treat your information with confidentiality and only disclose it as required or permitted by law.

Protecting Your Information:

We limit access to your information to employees and representatives who need it to serve you. We use physical, electronic, and procedural safeguards to protect your information.

SMS Communications:

If you choose to receive SMS communications from FSWA, message and data rates may apply. Message frequency may vary. You may opt out at any time by replying STOP to any message, or reply HELP for assistance.

Your mobile phone number and personal data will not be shared or sold for marketing purposes.

Transaction Requests

For security and compliance purposes, we do not accept transaction instructions via SMS, email, or voicemail. All transactions must be confirmed through a live conversation or original written correspondence. We reserve the right to verify a client’s identity for all requests.