Privacy Policy

1. Overview and Commitment

At Reliable Hands Digital ("Company," "we," "our," or "us"), we respect your privacy and are committed to safeguarding the proprietary information of our financial advisor, RIA, and wealth management partners. This Privacy Policy describes the types of personal and business information we collect through our website, landing pages, digital assessment forms, and related advisory marketing services.

2. Information We Collect

We collect information that identifies, relates to, or could reasonably be linked with you or your wealth management firm, including:

• Contact Information: First and last name, business email address, phone number, and physical office location.
• Advisory Profile Data: Advisory firm name, regulatory registration status (e.g., RIA, Broker-Dealer, hybrid), approximate Assets Under Management (AUM), website URL, and growth targets.
• Technical & Usage Data: IP address, browser type, operating system, referring URLs, device identifiers, and interactions with our digital marketing widgets.

3. How We Use Your Information

We process information gathered exclusively for legitimate business purposes, including:

• Conducting confidential RIA territory evaluations and market viability audits.
• Delivering customized growth proposals, digital blueprints, and campaign analytics.
• Communicating with you regarding scheduled strategy consultations and appointments.
• Maintaining rigorous cybersecurity safeguards and fraud prevention protocols.

4. Non-Disclosure & Non-Sale of Client Data

We operate with fiduciary integrity: We do not sell, rent, monetize, or trade your personal or firm information to any third parties or brokers under any circumstances.

Information is disclosed strictly to vetted operational service providers (such as encrypted CRM platforms, secure email providers, and calendar integrations) who are contractually bound by strict non-disclosure obligations.

5. Regulatory & Compliance Awareness

While Reliable Hands Digital is a digital marketing agency and not a registered investment advisor or broker-dealer, we build all digital lead capture systems with full awareness of SEC Rule 206(4)-1 (the Marketing Rule), FINRA Rule 2210, and FTC regulations. Any communications sent on behalf of advisory partners follow pre-approved compliance guidelines.

6. Security Measures

We implement industry-standard administrative, physical, and technical safeguards, including 256-bit TLS/SSL encryption for data in transit and encrypted databases for data at rest, to guard against unauthorized access, loss, or alteration.

7. Cookies & Tracking Technologies

Our website uses cookies and pixel tags to assess visitor traffic, optimize page performance, and measure the effectiveness of our advertising campaigns. You can adjust your browser settings to refuse cookies at any time.

8. Your Rights & Inquiries

You have the right to request access to, correction of, or deletion of the contact information we hold. To exercise these rights or request data erasure, please contact our privacy compliance desk: