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Privacy Policy – Edgewater Family Wealth Newsletter

Edgewater Family Wealth (“EFW”) and Raymond James value your privacy. This policy explains how personal information is handled for individuals who sign up for our newsletter.

Data Collection and Storage

  • EFW and Raymond James do not collect, store, or manage personal data (such as names, email addresses, or other identifying information) provided through newsletter sign-ups.

  • All information submitted through the newsletter sign-up form is collected and securely stored by MailPoet, our email newsletter service provider.

Data Responsibility

  • Because all data is processed and stored by MailPoet, EFW and Raymond James have no access to, responsibility for, or liability regarding personal data submitted for newsletter purposes.

  • Subscribers should review MailPoet’s own privacy practices to understand how their personal data is stored, used, and protected.

Scope

This privacy policy applies solely to information submitted for the purpose of receiving our newsletter. It does not cover other services, communications, or business activities conducted by EFW or Raymond James.

Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc. and/or the Independent Registered Investment Advisor, or both. Please refer to your advisory services contract and form ADV for more information. Your financial advisor may operate under a separate business entity. The business entity is independent of Raymond James Financial Services and is not a broker/dealer.

Securities offered through Raymond James Financial Services, Inc. member FINRA/SIPC.

Please visit https://www.raymondjames.com/legal-disclosures/social-media-disclaimer-icd for Additional Risk and Disclosure Information. Raymond James does not accept private client orders or account instructions by email. This email: (a) is not an official transaction confirmation or account statement; (b) is not an offer, solicitation, or recommendation to transact in any security; (c) is intended only for the addressee; and (d) may not be retransmitted to, or used by, any other party. This email may contain confidential or privileged information; please delete immediately if you are not the intended recipient. Raymond James monitors emails and may be required by law or regulation to disclose emails to third parties.

Investment products are: Not deposits. Not FDIC or NCUA Insured. Not guaranteed by the financial institution. Subject to risk. May Lose Value.

This may constitute a commercial email message under the CAN-SPAM Act of 2003. If you do not wish to receive marketing or advertising related email messages from us, please select “unsubscribe.” You will continue to receive emails from us related to servicing your account(s).  If you wish to re-subscribe at any time, please reach out to your advisor.