Who we are

FirsTrust LLC (“FirsTrust,” “we,” “us,” or “our”) provides wealth-management and related advisory services.
Business address: 113 Executive Cir, Daytona Beach, FL 32114
Contact for privacy questions: info@financialteam.com

Scope

This policy explains how we collect, use, disclose, and protect personal information obtained through our website and our SMS communications program. It does not replace any client privacy notice we provide under applicable financial regulations.

Information we collect

Identifiers: name, email address, and phone number that you submit to us.
Communications: the content of messages you send to us, including SMS messages.
Usage data and cookies: information from analytics tools we use to understand site traffic and improve our services.

How we use information

To respond to inquiries and provide requested information.
For marketing communications, including SMS and email, consistent with your choices.
To operate, secure, and improve our website and services.
To comply with legal obligations and enforce our terms.

SMS program and consent

If you submit your phone number in our Heymarket “Text with an Advisor” widget, you consent to receive SMS messages from FirsTrust.

Message frequency: varies.
Opt out: reply “STOP” to any text to stop receiving messages.
Help: reply “HELP” for help or email info@financialteam.com.
Rates: message and data rates may apply.
No purchase condition: your consent is not a condition of any purchase or advisory relationship.

Sharing and disclosure

We do not sell personal information. We share information only with:

Service providers that help us run our communications and website, including our SMS platform Heymarket and our analytics providers. These providers may process limited personal information solely to deliver their services to us.
Government, regulators, or others when required by law or to protect rights and safety.

Data location and storage

Information is stored on systems operated by our service providers and our firm, primarily in the United States or where those providers operate.

Data retention

We retain personal information indefinitely, unless a shorter or longer period is required by law or needed for our business purposes. Client records may be kept to meet regulatory retention requirements.

Financial confidentiality and fiduciary duty

If you become a client, sensitive financial information is handled under our fiduciary duty and applicable regulations. You may receive a separate privacy notice that applies to your client relationship.

Your choices and rights

You can opt out of SMS at any time by replying “STOP”.
You can contact us at info@financialteam.com to request access or deletion where state or federal law requires it. We will verify your identity and respond as required by applicable U.S. law.
You can manage cookies through your browser settings.

Security

We use reasonable administrative, technical, and physical safeguards designed to protect personal information. No security method is perfect, and we cannot guarantee absolute security.

Children’s privacy

Our website and services are not directed to children under 13, and we do not knowingly collect information from children under 13.

Changes to this policy

We may update this policy. The “Last updated” date will reflect the most recent version. Material changes will be posted on our website.

Contact us

Questions or requests about this policy: info@financialteam.com
FirsTrust LLC, 113 Executive Cir, Daytona Beach, FL 32114