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Privacy Policy

Grape Wealth Management Privacy Policy

​Effective Date: March 19, 2024

Welcome to Grape Wealth Management. Your privacy and the security of your personal information are of paramount importance to us. This Privacy Policy outlines how we collect, use, protect, and share information about you, including through our SMS communications. By engaging with our services, you agree to the terms outlined in this policy.

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1. Information We Collect

We collect information to provide better services to all our clients. This may include but is not limited to:

  • Personal identification information (Name, email address, phone number, etc.)

  • Financial information (Investment details, income, and financial goals)

  • Usage information (How you interact with our services and communications)

2. How We Use Your Information

Your information is used to:

  • Provide, maintain, and improve our services

  • Communicate with you, including sending appointment reminders, updates, and useful financial insights via SMS and other methods

  • Understand your needs and preferences to personalize our offerings

3. Sharing Your Information

We do not sell your personal information to third parties. Information may be shared with:

  • Service providers who work on our behalf and have agreed to adhere to the rules set forth in this Privacy Policy

  • Legal and regulatory authorities, upon request, or for the purposes of reporting any actual or suspected breach of applicable law or regulation

4. SMS Communication

  • By providing your phone number, you agree to receive SMS messages from Grape Wealth Management for appointment reminders, alerts, and marketing messages.

  • Message frequency may vary. Standard message and data rates may apply.

  • You can opt-out of SMS communication at any time by replying STOP to any message.

5. Security of Your Information

We implement a variety of security measures to maintain the safety of your personal information. However, no method of transmission over the Internet or method of electronic storage is 100% secure. While we strive to use commercially acceptable means to protect your personal information, we cannot guarantee its absolute security.

6. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page. You are advised to review this Privacy Policy periodically for any changes.

7. Contact Us

If you have any questions about this Privacy Policy, please contact us at alex@investgrape.com.

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31285 Temecula pkwy suite 235

Temecula, Ca 92592

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alex@investgrape.com

(951)338-8500

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© 2025 Grape Wealth Management. All rights reserved.

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You should always consult a financial, tax, or legal professional familiar about your unique circumstances before making any financial decisions. This material is intended for educational purposes only. Nothing in this material constitutes a solicitation for the sale or purchase of any securities. Any mentioned rates of return are historical or hypothetical in nature and are not a guarantee of future returns.

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Past performance does not guarantee future performance. Future returns may be lower or higher. Investments involve risk. Investment values will fluctuate with market conditions, and security positions, when sold, may be worth less or more than their original cost.

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