Welcome to the website of Sierra Pacific Private Wealth, LLC (“Sierra Pacific Private Wealth,” “SPPW,” “we,” “us,” or “our”). By accessing or using our website, submitting your contact information, registering for an event, requesting information, or communicating with us by phone, email, text message, or other method, you agree to the following Terms and Conditions.
1. Use of This Website
The information provided on this website is for general informational and educational purposes only. Nothing on this website should be interpreted as personalized financial, investment, tax, legal, or estate planning advice. Any personalized recommendations or advisory services are provided only after an advisory relationship has been formally established with Sierra Pacific Private Wealth.
You agree to use this website only for lawful purposes and in a manner that does not interfere with the security, operation, or availability of the website.
2. No Offer or Solicitation
The content on this website is not intended to be, and should not be construed as, an offer to sell or a solicitation of an offer to buy any security, investment product, or advisory service. Any discussion of investment strategies, financial planning concepts, or market-related information is provided for educational purposes and may not be suitable for all individuals.
3. Contact Information We Collect
When you interact with Sierra Pacific Private Wealth, we may collect contact information that you voluntarily provide to us, including but not limited to your:
• Name
• Email address
• Phone number
• Mailing address
• Employer or professional information
• Information submitted through forms, scheduling links, event registrations, or other communications
We may also collect information related to your visits to our website, such as general website activity and usage information, as described in our Privacy Policy.
4. How We Use Contact Information
We use the contact information you provide to:
• Respond to your inquiries
• Schedule introductory calls, consultations, or meetings
• Provide information about our services
• Send event invitations, webinar information, newsletters, educational resources, or other communications that may be relevant to you
• Maintain records in our client relationship management and marketing systems
• Improve our website, communications, and client experience
• Comply with applicable legal, regulatory, and recordkeeping requirements
We may use third-party service providers, including client relationship management platforms, communication tools, marketing systems, website providers, and technology vendors, to help us manage and deliver these communications.
5. Text Message and Phone Communications
By providing your phone number to Sierra Pacific Private Wealth, you consent to being contacted by us by phone call or text message regarding your inquiry, scheduling requests, events, educational resources, or services that may be relevant to you.
Message frequency may vary. Message and data rates may apply depending on your mobile carrier and plan.
You may opt out of text messages at any time by replying STOP to any text message you receive from us. You may also contact us directly using the contact information listed below to update your communication preferences.
After opting out, you may receive a final confirmation message confirming that you have been unsubscribed. Opting out of text messages does not prevent us from contacting you through other permitted methods, such as email or phone, where appropriate.
6. Email Communications
By providing your email address, you consent to receive communications from Sierra Pacific Private Wealth, including responses to your inquiries, educational content, event invitations, newsletters, and information about our services.
You may unsubscribe from marketing emails by using the unsubscribe link provided in the email, where applicable, or by contacting us directly.
7. We Do Not Sell Contact Information
Sierra Pacific Private Wealth does not sell customer lists, contact information, or your name to telemarketers. We may share information only as permitted by our Privacy Policy, including with service providers who help us operate our business, manage communications, maintain technology systems, or comply with legal and regulatory obligations.
8. Sharing of Information with Service Providers
We may share contact information with trusted third-party vendors and service providers who perform services on our behalf. These may include, but are not limited to, technology providers, client relationship management systems, communication platforms, email marketing platforms, website providers, compliance support providers, consultants, accountants, attorneys, and other professional service providers.
These service providers are permitted to use information only as needed to perform services for Sierra Pacific Private Wealth or as otherwise permitted by law.
9. Privacy Policy
Your use of this website and your submission of personal information are also governed by our Privacy Policy. Please review our Privacy Policy to understand how we collect, use, disclose, and safeguard personal information.
10. Security
We maintain physical, electronic, and procedural safeguards designed to protect confidential information. However, no website, communication platform, or electronic transmission can be guaranteed to be completely secure. You should avoid submitting sensitive personal, financial, or account information through unsecured channels.
11. Third-Party Links and Tools
Our website or communications may include links to third-party websites, scheduling tools, video platforms, event registration pages, or other external resources. These third-party sites and tools are not controlled by Sierra Pacific Private Wealth, and we are not responsible for their content, privacy practices, or terms of use.
12. No Guarantee of Results
Any financial planning, investment, tax, or wealth management concepts discussed on this website are general in nature and do not guarantee any particular outcome or result. Investment strategies involve risk, including the potential loss of principal.
13. Intellectual Property
All website content, including text, graphics, logos, videos, articles, and other materials, is owned by or licensed to Sierra Pacific Private Wealth unless otherwise stated. You may not copy, reproduce, distribute, modify, or use our content for commercial purposes without prior written consent.
Complaint Notification: Please direct complaints to: Zheng (Janet) Wan at Sierra Pacific Financial Advisors, LLC, 7077 Koll Center Parkway, Suite 120 Pleasanton, CA 94566; 925-223-8868.
Changes to The Terms and Conditions: If we make any substantial changes in the way we use or disseminate confidential information, we will notify you. If you have any questions concerning this Privacy Policy, please contact us at: Sierra Pacific Financial Advisors, LLC, 7077 Koll Center Parkway, Suite 120 Pleasanton, CA 94566; 925-223-8868.
