Privacy Policy

Blackshire Wealth Management ("Blackshire," "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 at blackshirewealth.com or interact with our services.

Investment advisory services are offered through Wealthcare Advisory Partners, LLC ("WCAP"), an SEC Registered Investment Adviser. This Privacy Policy applies to information collected through our website and marketing activities. For information about how WCAP handles client financial data, please refer to WCAP's Privacy Notice provided at account opening.

Information We Collect

We collect information you provide directly to us, including:

• Contact information - name, email address, phone number, and employer when you submit a form on our site
• Communication data - messages you send us through contact forms, email, or scheduling tools
• Scheduling data - appointment information collected through our Calendly booking system

We also collect certain information automatically when you visit our website:

• Usage data - pages visited, time spent on pages, referring URLs, and browser type, collected through HubSpot analytics
• Device data - IP address, device type, and operating system
• Cookies - small data files placed on your device to improve your experience and enable analytics (see Cookie section below)

How We Use Your Information

We use the information we collect to:

• Respond to your inquiries and schedule consultations
• Send you the educational guides and resources you request
• Send our newsletter and financial insights (only if you opt in)
• Understand how our website is used so we can improve it
• Comply with legal and regulatory obligations
• Prevent fraud and protect the security of our website

We will never use your information to make automated decisions about your eligibility for financial services, and we will never sell your information to third parties.

How We Share Your Information

We do not sell, rent, or trade your personal information. We may share your information only in the following limited circumstances:

• Service providers - trusted third parties who help us operate our website and business, including HubSpot (CRM and analytics), Netlify (website hosting), and Calendly (appointment scheduling). These providers are contractually required to protect your information and may only use it to perform services for us.
• Wealthcare Advisory Partners - if you become a client, information necessary to establish and maintain your advisory relationship will be shared with WCAP as required for the delivery of investment advisory services.
• Legal requirements - we may disclose information if required by law, regulation, legal process, or governmental request.
• Business transfers - in the event of a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction.

Cookies and Tracking Technologies

Our website uses cookies and similar tracking technologies to enhance your experience and collect analytics data. Specifically:

• HubSpot - we use HubSpot's tracking pixel to understand website traffic, identify returning visitors who have submitted forms, and improve our marketing. HubSpot's privacy policy is available at legal.hubspot.com/privacy-policy.
• Calendly - our scheduling tool uses cookies to maintain your session during booking. Calendly's privacy policy is available at calendly.com/privacy.

Most browsers allow you to refuse cookies or delete existing cookies. Please note that disabling cookies may affect the functionality of our website.

Data Retention

We retain your personal information for as long as necessary to fulfill the purposes described in this policy, comply with legal obligations, and resolve disputes. If you have not become a client and have not interacted with us in 3 years, we will delete your contact information from our marketing systems upon request.

Your Rights and Choices

Depending on your location, you may have certain rights regarding your personal information:

• Access - request a copy of the personal information we hold about you
• Correction - request that we correct inaccurate information
• Deletion - request that we delete your personal information
• Opt-out - unsubscribe from marketing emails at any time using the unsubscribe link in any email, or by contacting us directly

To exercise any of these rights, please contact us at info@blackshirewealth.com or call (302) 203-9634. We will respond to your request within 30 days.

Children's Privacy

Our website is not directed to children under the age of 13, and we do not knowingly collect personal information from children. If you believe we have inadvertently collected information from a child, please contact us immediately.

Security

We implement reasonable technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. Our website is served over HTTPS, and our hosting provider (Netlify) maintains industry-standard security practices. However, no method of transmission over the internet is 100% secure, and we cannot guarantee absolute security.

Third-Party Links

Our website may contain links to third-party websites, including GDX360, Charles Schwab, FINRA BrokerCheck, and others. We are not responsible for the privacy practices of these sites and encourage you to review their privacy policies.

Changes to This Policy

We may update this Privacy Policy from time to time. When we do, we will update the "Last Updated" date at the top of this page. We encourage you to review this policy periodically. Continued use of our website after any changes constitutes your acceptance of the updated policy.

Contact Us

If you have any questions about this Privacy Policy or our privacy practices, please contact us:

• Email: info@blackshirewealth.com
• Phone: (302) 203-9634
• Mail: Blackshire Wealth Management, 1065 Andrew Drive, Suite 2b, West Chester, PA 19380

For questions about how your financial data is handled as a client, please contact Wealthcare Advisory Partners, LLC at compliance@wealthcarecapital.com or (804) 644-4711.