PRIVACY POLICY

Last Updated: January 2026

Pierce Strategic Wealth Management (“we,” “our,” or “us”) is committed to protecting your privacy.

This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website.

Information We Collect

We may collect personal information that you voluntarily provide to us, including:

-Name

-Email address

-Phone number

Any information submitted through contact forms or scheduling tools

We may also automatically collect non-personal information such as:

-IP address

-Browser type

-Pages visited

-Cookies and usage data

How We Use Your Information

We use the information collected to:

-Respond to inquiries and requests

-Schedule consultations or meetings

-Provide requested information or resources

-Improve website functionality and user experience

-Communicate relevant updates or services

We do not sell, rent, or trade your personal information.

Third-Party Services

We may use third-party tools such as analytics platforms, scheduling software, or CRM systems to support website functionality. These providers are required to protect your information and use it only for intended purposes.

Cookies

Our website may use cookies to enhance user experience and analyze site traffic. You may disable cookies through your browser settings.

Data Security

We implement reasonable administrative, technical, and physical safeguards to protect your information. However, no method of transmission over the internet is 100% secure.

Your Rights

You may request access to, correction of, or deletion of your personal information by contacting us directly.

Contact Us

If you have questions about this Privacy Policy, please contact us at:
Email: [Insert Business Email]

Frequently Asked Questions

Common Questions Answered for your convenience.

While we do not limit who we work with?

We specialize in helping pre-retirees and early retirees aged 62-67 who want clarity around Retirement Investment Strategy, 401(k) & IRA Maximization, Social Security, Medicare Planning and Protection, Taxes, and Longevity Planning.

Are you a fiduciary?

Yes. We are a fiduciary firm, meaning we are legally required to always act in your best interest—no conflicts, no pressure.

Can you help with Medicare and Social Security decisions?

Absolutely. We guide clients through Medicare planning and Social Security maximization to help avoid costly mistakes and maximize lifetime benefits.

How do you help reduce taxes in retirement?

We create tax-efficient retirement income strategies, including smart withdrawal planning and proactive tax management, designed to help your money last longer.

What is the Retirement Confidence Blueprint™?

It’s our comprehensive planning process that aligns healthcare decisions, income planning, investments, and legacy goals into one clear retirement roadmap.

Is the consultation really free?

Yes. Your initial consultation is 100% free, transparent, and pressure-free.

Still have questions?

Schedule a no-obligation strategy session and get clarity on your retirement plan.