Privacy Policy & Disclosures

Privacy Policy

Doyle Wealth Management, Inc. (“DWM”) adopts the following privacy policy and procedures in order to safeguard the personal information of its consumers and customers in accordance with SEC Regulation S-P, 17 CFR 248.30.  Please read our privacy policy carefully to get a clear understanding of how we collect, use, protect or otherwise handle your personal information in accordance with our website.

What personal information do we collect from people that visit our blog, website or app?

You can visit the site and remain anonymous by not providing any personal information. However, you may choose to share this information via our application integrations or our “contact us” forms.  Personal information includes but is not limited to: name, phone number, email address, and investable assets.  In addition, we may also compile IP addresses, cookie identifiers, and website activity for targeted advertising.  We collect information from you when you register on our site, subscribe to a newsletter, respond to a survey, fill out a form, or enter information on our site.

How do we handle your personal information?

DWM has established and will continue to maintain appropriate safeguards to protect the security and confidentiality of personal information.

All client information collected is kept confidential and accessed by employees needing information to service clients. Information collected is shared only with nonaffiliated third parties in conjunction with services to the clients’ accounts and representatives as directed by the client. These include representatives of custodians, brokerage firms, private investment sponsors, and outside consultants retained by DWM, as well as attorneys and accountants identified by the client.

Your personal information will not be sold or shared with unaffiliated third parties unless the law requires it. Information collected will be used to provide you with a better user experience. Other sites linked to this site are not covered under this privacy agreement.

How do we handle your usernames and passwords?

If you are provided with a username and password to access any part of this site, or link to any affiliated, third-party site, you are liable for all uses of your username and password, including unauthorized use without your consent.  DWM is not responsible for confirming the actual identity or authority of any user.  You agree to notify DWM immediately should the integrity and/or confidentiality of username and password be compromised.

DWM reserves the right to change this privacy policy at any time. The most recent copy of the policy will always be posted on the website.

If there are any questions regarding this privacy policy, you may contact us using the information below.

333 3rd Ave North
Suite 300
St. Petersburg, FL  33701

Privacy Policy Last Edited on February 13, 2017.


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