1. Introduction

Snyder Private Wealth respects your privacy. This Privacy Policy explains what information we collect through www.snyderprivatewealth.com (the “Site”), how we use it, and the choices you have.

 

2. Information We Collect

• Information you provide directly: name, email address, phone number, and any details submitted through contact forms, newsletter sign-ups, or scheduling tools.
• Automatically collected information: IP address, browser type, device information, pages visited, and time spent on the Site, typically via cookies and analytics tools (see Section 5).
• Information from third parties: if you’re referred to us or interact with us via a linked platform (e.g., a scheduling tool or CRM), we may receive information you provided there.

We do not collect Social Security numbers, account numbers, or other sensitive financial information through this Site. That information is only collected through secure, private channels once you become a client.

3. How We Use Your Information

• To respond to inquiries and schedule meetings
• To send newsletters or educational content you’ve opted into
• To improve the Site’s content and user experience
• To comply with legal and regulatory recordkeeping obligations

We do not sell your personal information.

 

4. How We Share Your Information

We may share information with:

• Service providers who help us operate the Site (e.g., hosting, email, CRM, analytics) under confidentiality obligations
• Regulators or legal authorities where required by law
• LPL Financial / Prudential, as applicable to our advisory/brokerage relationship

We do not share your information with third parties for their own marketing purposes.

 

5. Cookies & Tracking

This Site uses cookies and similar technologies to remember preferences and understand how visitors use the Site. You can disable cookies in your browser settings; some Site features may not function properly without them.

 

6. Your Choices

• You may opt out of marketing emails at any time via replying “unsubscribe”.
• You may request access to, correction of, or deletion of personal information we hold about you by contacting us at zach@snyderprivatewealth.com.
• California residents may have additional rights under the CCPA/CPRA.

8. Children’s Privacy

This Site is not directed to individuals under 18.

 

9. Changes to This Policy

We may update this Privacy Policy from time to time. The “Last updated” date above reflects the most recent revision.

 

10. Contact Us

Snyder Private Wealth

zach@snyderprivatewealth.com

6395 Dobbin Rd Suite 102, Columbia, MD 21045

Securities and investment advisory services offered through LPL Enterprise (LPLE), a Registered Investment Advisor.  Member FINRA/SIPC, and an affiliate of LPL Financial.

LPLE and LPL Financial are not affiliated with Snyder Private Wealth.

The LPL Enterprise registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.