1. Introduction

Lion’s Wealth Management (“Company,” “we,” “us,” or “our”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website lionswealth.com, including any other media form, media channel, mobile website, or mobile application related or connected thereto (collectively, the “Site”).

By using this Site, you consent to the data practices described in this policy. If you do not agree with the terms of this Privacy Policy, please do not access the site.

2. Information We Collect

We may collect personal information that you voluntarily provide to us when you:

• Fill out contact forms
• Subscribe to newsletters or updates
• Schedule consultations or services
• Interact with us through email or phone

This information may include:

• Full name
• Email address
• Phone number
• Mailing address
• Financial information (when relevant)
• Any other personal or financial details you choose to provide

We may also collect non-personal information such as browser type, IP address, access times, and referring website addresses.

3. How We Use Your Information

We may use the information we collect for the following purposes:

• To provide and manage financial advisory services
• To respond to inquiries and schedule appointments
• To send administrative information and updates
• To personalize your experience on our website
• To improve our website and services
• To comply with legal or regulatory obligations

4. Sharing of Your Information

We do not sell, rent, or lease your personal information to third parties. We may share your data with trusted third-party service providers who assist in operating our website or conducting our business, provided they agree to keep your information confidential.

We may also disclose your information if required to do so by law or in response to valid requests by public authorities (e.g., a court or a government agency).

5. Data Security

We implement appropriate technical and organizational measures to protect your personal information from unauthorized access, use, or disclosure. However, no method of transmission over the internet or method of electronic storage is 100% secure.

6. Retention of Data

We retain personal information only for as long as necessary to fulfill the purposes outlined in this Privacy Policy, unless a longer retention period is required or permitted by law.

7. Your Rights and Choices

Depending on your location, you may have the right to:

• Access the personal information we hold about you
• Request corrections to your personal information
• Request deletion of your personal information
• Withdraw your consent at any time
• Object to or restrict certain data processing activities

To exercise any of these rights, please contact us using the details provided below.

8. Cookies and Tracking Technologies

Our website may use cookies and similar tracking technologies to enhance user experience and collect data about site usage. You may choose to set your web browser to refuse cookies or alert you when cookies are being sent.

9. Third-Party Websites

Our Site may contain links to third-party websites. We are not responsible for the privacy practices or the content of such websites.

10. Changes to This Privacy Policy

We reserve the right to update this Privacy Policy at any time. We will notify you of any significant changes by posting the new Privacy Policy on this page and updating the effective date.

11. Contact Us

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

Lion’s Wealth Management
1600 Utica Ave South
Suite 900
St. Louis Park, MN 55416
612-790-7975
info@lionswealth.com