Privacy Policy
Last updated: October 28, 2025
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. 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.
- 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 email, consistent with your choices.
- To operate, secure, and improve our website and services.
- To comply with legal obligations and enforce our terms.
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 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 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