MSVV Wealth Partners ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, engage our services, or communicate with us.
We are a registered investment adviser with the SEC. Our privacy practices are designed to comply with applicable federal and state privacy laws, including Regulation S-P, the Gramm-Leach-Bliley Act (GLBA), and state privacy statutes.
2. Information we collect
Personal information
Name, email address, phone number, and mailing address
Financial information (assets, income, tax returns, investment holdings)
Tax identification numbers and entity structures
Beneficiary and family information for estate planning
Professional advisor contact information (CPA, attorney, insurance agent)
Automatically collected information
IP address, browser type, operating system
Pages visited, time spent, referring website
Cookies and similar tracking technologies (see Section 7)
3. How we use your information
Provide integrated wealth and tax strategy services
Coordinate with your CPA, tax attorney, and other professional advisors
Comply with legal and regulatory obligations (SEC, FINRA, state regulators)
Communicate about your account, services, and regulatory updates
Improve our website, services, and client experience
Prevent fraud and ensure security
4. Information sharing & disclosure
We do not sell your personal information. We share information only as described below:
With your consent: To your CPA, tax attorney, insurance agent, and other advisors you authorize.
Service providers: Third-party vendors who perform services on our behalf (cloud hosting, CRM, document management) under strict confidentiality agreements.
Legal requirements: When required by law, regulation, subpoena, or court order.
Regulatory bodies: SEC, FINRA, state securities regulators as required for examinations and compliance.
Business transfers: In connection with a merger, acquisition, or sale of assets (with notice).
5. Data security
We implement industry-standard administrative, technical, and physical safeguards to protect your information:
Encryption in transit (TLS 1.2+) and at rest (AES-256)
Multi-factor authentication for all system access
Regular penetration testing and vulnerability assessments
Employee background checks and ongoing security training
Incident response plan with 72-hour breach notification procedures
SOC 2 Type II compliant infrastructure providers
6. Data retention
We retain your information for as long as necessary to:
Provide ongoing advisory services
Comply with SEC recordkeeping rules (generally 6 years post-termination)
Resolve disputes and enforce agreements
Meet legal and regulatory obligations
After the retention period, we securely destroy or anonymize your data.
7. Cookies & tracking technologies
Our website uses cookies and similar technologies to:
Enable essential website functionality
Analyze site usage and performance (Google Analytics)
Remember your preferences
You can control cookies through your browser settings. Disabling essential cookies may impair website functionality.
8. Your rights
Depending on your jurisdiction, you may have the right to:
Access and obtain a copy of your personal information
Request correction of inaccurate or incomplete data
Request deletion (subject to regulatory retention requirements)
Residents of certain states have additional rights:
California (CCPA/CPRA): Right to know, delete, opt-out of sale/share, limit sensitive data use, non-discrimination.
Virginia (VCDPA), Colorado (CPA), Connecticut (CTDPA), Utah (UCPA): Similar access, deletion, portability, and opt-out rights.
New York (SHIELD Act): Enhanced data security requirements and breach notification.
10. Children's privacy
Our services are not directed to individuals under 18. We do not knowingly collect personal information from minors. If you believe we have collected information from a minor, please contact us immediately.
11. International data transfers
Your information may be processed in the United States. If you are located outside the U.S., your data will be transferred to the U.S., which may have different data protection laws than your jurisdiction. By using our services, you consent to this transfer.
12. Changes to this policy
We may update this Privacy Policy to reflect changes in our practices or legal requirements. We will post the updated policy on this page with a revised "Last updated" date. Material changes will be communicated via email or prominent website notice.
13. Contact us
If you have questions about this Privacy Policy or our privacy practices, please contact:
As an SEC-registered investment adviser, we provide our Form CRS (Client Relationship Summary) and Form ADV Part 2A (Firm Brochure) which contain important information about our services, fees, conflicts of interest, and disciplinary history.
You can access these documents at adviserinfo.sec.gov (CRD #XXXXXX) or request copies from us directly.
This Privacy Policy supplements, but does not replace, the privacy notices provided in our Form ADV Part 2A and Form CRS.