Privacy Policy

Effective date: September 17, 2026

Mount Pleasant 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 communications. We take reasonable administrative and technical steps to protect information, but no internet transmission or storage system 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 brow

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 website’s Contact Us page or by telephone. We may need to verify a request before responding.

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 wser.