Privacy Policy

Last updated: January 15, 2026

Alpha Finance Sync LLC ("Alpha Finance Sync," "we," "us," or "our") respects your privacy and is committed to protecting the personal and financial information you entrust to us. This Privacy Policy describes how we collect, use, disclose, and safeguard information when you visit www.alphafinancesync.com (the "Website") or engage our advisory services. By using the Website, you agree to the practices described below.

1. Who We Are

Alpha Finance Sync is a fee-only financial advisory firm headquartered at 204 N Hayes St, Moscow, Idaho 83843, USA, serving clients throughout the United States. For the purposes of applicable data protection law, Alpha Finance Sync LLC is the data controller responsible for your personal information.

2. Information We Collect

We collect information in three ways: information you provide directly, information collected automatically, and information received from third parties.

• Information you provide: name, email address, phone number, mailing address, service preferences, preferred appointment dates, and the content of messages you submit through our booking form, contact form, or newsletter subscription.
• Client information (advisory relationships): where you become a client, we may collect additional information necessary to deliver financial advice — including date of birth, Social Security number, employment information, income, net worth, risk tolerance, account statements, beneficiary details, and tax documents. This collection is governed additionally by our client agreement and regulatory obligations.
• Information collected automatically: IP address, browser type and version, device type, operating system, referring URLs, pages viewed, and the dates/times of visits.

3. How We Use Your Information

We use the information we collect to:

• Respond to inquiries, schedule consultations, and provide requested information;
• Deliver financial planning, investment, tax, debt and credit advisory services;
• Send our newsletter, The WealthPath Letter, to subscribers who have opted in (every email contains a working unsubscribe mechanism);
• Operate, maintain, secure, and improve the Website;
• Comply with legal, regulatory, and anti-fraud obligations applicable to financial services firms;
• Verify your identity and protect against unauthorized transactions.

4. Cookies & Analytics

The Website may use essential cookies required for core functionality (such as remembering form states) and privacy-respecting analytics to understand aggregate usage patterns. You can control cookies through your browser settings; disabling cookies may affect certain features of the Website. We do not use cookies for cross-site advertising or behavioral profiling.

5. Financial Data & the Gramm-Leach-Bliley Act

As a financial services firm, we adhere to the privacy provisions of the Gramm-Leach-Bliley Act (GLBA) and applicable SEC/state advisory regulations. This means:

• We provide clear notice of our information-sharing practices at the time of account opening and annually thereafter;
• We maintain physical, electronic, and procedural safeguards consistent with federal standards (including the FTC Safeguards Rule);
• We limit access to nonpublic personal information to advisors and staff who need it to serve you;
• We require equivalent protections from any service providers who handle client data on our behalf.

6. How We Share Information

We share personal information only in the following limited circumstances:

• Service providers: with custodians, technology vendors, and professional service firms who process data on our instructions and under contractual confidentiality obligations;
• Your authorized professionals: with your CPA, attorney, or other advisors you direct us to coordinate with, and only with your written permission;
• Legal compliance: when required by law, subpoena, court order, or regulatory request from bodies such as the SEC or state regulators;
• Business protection: to prevent fraud, protect our rights, or respond to security incidents;
• Business transfers: in connection with a merger, acquisition, or sale of assets, where data remains protected under this Policy.

7. Data Retention

We retain personal information only as long as necessary to fulfill the purposes described in this Policy, to maintain your client relationship, and to satisfy legal, regulatory, tax, and record-keeping requirements applicable to investment advisers (which generally require retention of client records for a minimum of five years). Website inquiry data is retained for up to 24 months. Newsletter data is retained until you unsubscribe, plus a suppression record to honor your opt-out.

8. Your Privacy Rights

Depending on your state of residence, you may have rights under laws such as the California Consumer Privacy Act as amended (CCPA/CPRA), the Virginia Consumer Data Protection Act, the Colorado Privacy Act, and similar state statutes. These rights may include:

• Right to know/access: request the categories and specific pieces of personal information we hold about you;
• Right to correct: request correction of inaccurate personal information;
• Right to delete: request deletion of personal information, subject to our regulatory record-keeping duties;
• Right to opt out: opt out of marketing communications at any time using the unsubscribe link in any email or our unsubscribe page;
• Right to non-discrimination: we will never discriminate against you for exercising any privacy right.

To exercise any right, email info@alphafinancesync.com or write to us at our address below. We will verify your identity before fulfilling requests and respond within the timeframe required by applicable law (generally 45 days).

9. Data Security

We implement industry-standard administrative, technical, and physical safeguards, including encryption of data in transit (TLS), access controls, secure data centers, employee privacy training, and vendor due diligence. No method of transmission over the Internet is 100% secure; while we strive to protect your information, we cannot guarantee absolute security. If a breach affecting your information occurs, we will notify you and regulators as required by applicable law.

10. Children's Privacy

The Website and our services are directed to adults aged 18 and older. We do not knowingly collect personal information from children under 13 (or under 16 where state law so provides). If you believe a child has provided us information, contact us and we will delete it promptly.

11. Changes to This Policy

We may update this Privacy Policy periodically. Material changes will be posted on this page with a revised "Last updated" date, and continuing clients will receive direct notice where required by law. Your continued use of the Website after changes are posted constitutes acceptance of the revised Policy.

12. Contact Us

Questions about this Privacy Policy or our data practices may be directed to:

Alpha Finance Sync LLC — Privacy Office
204 N Hayes St, Moscow, Idaho 83843, USA
Phone: (410) 727-8665
Email: info@alphafinancesync.com