Privacy Policy

Westford Wealth Advisors, LLC ("Westford Wealth," "we," "us," or "our") is committed to protecting the privacy and confidentiality of your personal information. As a registered investment advisor, we are required by Regulation S-P under the Securities and Exchange Commission (SEC) to provide you with this privacy notice. This policy describes how we collect, use, disclose, and safeguard your information.

Information We Collect

We collect nonpublic personal information about you from the following sources:

• Information you provide to us — such as your name, address, email, phone number, Social Security number, date of birth, employment information, financial goals, risk tolerance, income, assets, liabilities, and tax information provided on applications, forms, questionnaires, and through our website contact form.
• Information from your transactions — including your account balances, positions, transaction history, and payment information.
• Information from third parties — such as custodians, broker-dealers, credit reporting agencies, and other financial institutions with your authorization.
• Information collected automatically — when you visit our website, we may collect technical data such as your IP address, browser type, pages visited, and time spent on our site through cookies and similar technologies, including Google Analytics.

How We Use Your Information

We use the information we collect to:

• Provide investment advisory services to you
• Process transactions and maintain your account(s)
• Communicate with you about your accounts, services, and financial planning
• Comply with legal and regulatory obligations
• Protect against fraud, unauthorized transactions, and other liabilities
• Improve our website and services

Information We Disclose

We do not sell your personal information to anyone. We may disclose nonpublic personal information about you to the following types of third parties, as permitted or required by law:

• Service providers — such as custodians (e.g., Charles Schwab, Fidelity), broker-dealers, portfolio management software providers, compliance consultants, and technology vendors who need this information to provide services to us and to you.
• Regulatory authorities — including the SEC, state regulators, and self-regulatory organizations as required by law.
• Your other professional advisors — such as your CPA, attorney, or insurance agent, with your authorization.

All third-party service providers with whom we share information are contractually required to protect the confidentiality and security of your information and to use it only for the purposes for which it was disclosed.

Safeguarding Your Information

We maintain physical, electronic, and procedural safeguards to protect your nonpublic personal information. These measures include:

• Encryption of sensitive data in transit and at rest
• Restricted access to personal information on a need-to-know basis
• Regular security assessments and employee training
• Secure disposal of physical and electronic records containing personal information
• Multi-factor authentication for access to client data systems

Cookies and Website Analytics

Our website uses cookies and Google Analytics to collect anonymized usage data. This helps us understand how visitors interact with our site and improve the user experience. You may disable cookies through your browser settings, though some features of the site may not function properly without them.

We do not use cookies to collect personally identifiable financial information. Our analytics data is not linked to your advisory account or financial records.

Your Rights and Choices

You have the right to:

• Opt out of receiving marketing communications from us at any time by contacting us directly
• Request access to the personal information we hold about you
• Request corrections to inaccurate or incomplete personal information
• Request deletion of your personal information, subject to our regulatory record-retention obligations

Please note that as a registered investment advisor, we are required by SEC and state regulations to retain certain records for specified periods (typically five years or longer), even after our advisory relationship ends.

Former Clients

If you are a former client, this privacy policy continues to apply to your personal information. We will not share your information with third parties except as described in this policy or as required by law.

Changes to This Policy

We may update this privacy policy from time to time to reflect changes in our practices or applicable regulations. We will provide you with a revised notice if we make material changes to the way we handle your personal information. We will deliver our privacy policy to you annually, as required by regulation.

Contact Us

If you have questions about this privacy policy or wish to exercise any of your rights, please contact us:

Westford Wealth Advisors, LLC
Email: info@westfordwealth.com