Evermore Wealth · Legal
Evermore Wealth (“Evermore Wealth,” “we,” “us” or “our”) provides retirement planning, investment management, tax planning, legacy planning, insurance optimization and business consultation services, with a focus on professional women preparing for and living in retirement. Our office is located at 3824 Cedar Springs Road, Suite 114, Dallas, TX 75219.
We are committed to protecting the confidentiality of the nonpublic personal information you share with us. We do not sell your personal information.
The information we collect depends on the services you request. We gather it from you directly, from your accounts and from third parties you authorize.
This includes your name, address, email address, phone number, date of birth and Social Security or tax identification number. It also includes your income, assets, liabilities, net worth, investment experience, risk tolerance and retirement goals, along with tax returns, estate planning documents, insurance policies and beneficiary designations. If you use our business services, we collect business ownership, valuation and succession details. For long-term care or insurance planning, we may collect health-related details you choose to share.
We receive account balances, holdings, transaction history and statements, as well as information from custodians, broker-dealers, insurance carriers and other financial institutions.
We collect the details you submit in forms, such as when you request our free guide or schedule a consultation. We also collect technical data such as your IP address, browser type, device type, the pages you visit and the site that referred you.
We use your information to build, deliver and update your financial, retirement income, tax and estate plans, and to open, manage and service your accounts and process the transactions you authorize.
We also use it to verify your identity, prevent fraud, meet our legal, regulatory and recordkeeping obligations, respond to your questions, schedule meetings, send you educational content you request, and improve our website and services.
We share nonpublic personal information only as needed to serve you, or as permitted or required by law.
We share information with custodians, broker-dealers and service providers who help us serve you. We share with your CPA, attorney or insurance agent only with your consent. We also share with regulators, courts and law enforcement when the law requires it.
We never sell your personal information. We do not share it with outside companies so they can market to you, and we do not share it with your other professionals without your permission.
Service providers who receive your information must keep it confidential and use it only for the services they perform for us. If Evermore Wealth is involved in a merger, acquisition or advisor transition, client information may be transferred as part of that transaction, subject to applicable law and your consent where required.
Marketing emails. Use the unsubscribe link in any email, or contact us to opt out.
Sharing with your other professionals. We share only with your consent, and you can withdraw it at any time.
Access and correction. You may ask to review or correct the personal information we hold about you.
State privacy rights. Depending on where you live, you may have added rights to request access to or deletion of certain information. Some records must be kept to meet regulatory rules.
To make a request, contact us using the details below. We will verify your identity before acting on it.
Our website uses cookies and similar technologies to keep the site working, remember your preferences and understand how visitors use it. We may use third-party analytics and advertising tools that collect technical data about your visit. You can block or delete cookies in your browser settings, though some parts of the site may not work properly if you do.
Our site may link to third-party websites, including media outlets and social platforms such as Facebook, LinkedIn and YouTube. We are not responsible for their privacy practices.
Please do not send account numbers, Social Security numbers or other sensitive details through website forms or unencrypted email.
We maintain physical, electronic and procedural safeguards designed to protect your information. We restrict access to employees and service providers who need it to serve you, use encryption and secure portals for sending and storing sensitive documents, and protect our systems with multi-factor authentication and password controls. Our staff receive regular training on privacy and information security, and we review the security practices of our service providers.
If we learn of a security incident that affects your personal information, we will notify you as required by law.
We keep your information while you are a client and afterward for the period required by securities regulations and other applicable laws. When it is no longer needed, we dispose of it securely. If you end your relationship with us, we continue to protect your information under this policy.
Our website and services are not directed to children under 13, and we do not knowingly collect personal information from them online.
