Privacy Policy
Effective date: September 17, 2026
Daniel Island Wealth Management is a registered investment adviser (RIA). This Privacy Policy describes, in general terms, how we handle information submitted through this website and our contact forms. Compliance counsel should review this policy for the firm’s specific practices.
Information we may receive
When you contact us, we may receive information such as your name, email address, telephone number, and the information you choose to include in your message. We use this information to respond to your request and to communicate with you about services or an existing relationship.
How we use information
We use information for business and client-service purposes, including responding to inquiries, providing requested information, maintaining records, and meeting legal or regulatory obligations. We do not sell personal information.
Service providers and security
We may use service providers to host, secure, maintain, or support this website and our contact forms. We take reasonable steps to protect information, but no website or transmission can be guaranteed completely secure.
Cookies and analytics
This website may use cookies or similar technologies for basic functionality, security, performance, or analytics. You can adjust cookie settings in your browser. If analytics or other tools are enabled, their providers may process information according to their own policies.
Your choices and contact
To ask a privacy question or request access or correction of information you submitted through this website, please contact us through the Contact Us page or by telephone at (843) 329-7444. We may need to verify a request before responding.
Office addresses
Daniel Island Wealth Management Office
295 Seven Farms Drive, Suite 201
Daniel Island, South Carolina 29492
Mount Pleasant Wealth Management Office
1041 Johnnie Dodds Boulevard, Suite 3A
Mount Pleasant, South Carolina 29464
Updates
We may update this policy when our practices or obligations change. The effective date above indicates the latest revision.
This general website privacy notice is not a contract and does not replace any privacy notice or agreement provided directly to clients. Please contact the firm with questions. Flagged for compliance review.