As registered with the Ohio Secretary of State and Department of the Treasury Internal Revenue Service:

DuPont Wealth Solutions, LLC Dba Wealth Solutions Group:

Entity #: 1897986 | Tax ID #: 271604959

655 Metro Pl S suite 440, Dublin Ohio 43017

📞(614) 408-0004,

your privacy is a top priority.

This Privacy Policy explains how we collect, use, and protect your personal information when you interact with ourwebsite

(https://www.advocatewealthsolutions.com/),

services, and communications, including SMS messaging.

Information We Collect

We may collect the following information when you engage with our firm:

Personal Information: Name, phone number, email address, mailing address, and other contact details.

Case-Related Information: Legal inquiries, case documents, and other data submitted through consultation forms or intake processes.

Technical Information: IP address, browser type, and data collected via analytics tools to improve website performance.

Communication Preferences: Your consent history and preferences regarding email and SMS messaging.

How We Use Your Information

We use your information to:

Provide legal services and respond to your inquiries, Send appointment reminders, updates, and alerts via SMS, phone, or email, Improve the functionality and effectiveness of our services and website. Comply with legal, ethical, and regulatory obligations.

SMS Communications & Compliance

When you opt into SMS communications, you consent to receive text messages from Advocate Wealth Solutions | Gregory S. DuPont.

Message frequency may vary.

Message and data rates may apply.

To opt out, reply STOP to any message. For assistance, reply HELP or contact us at [email protected] or (614) 408-0004 or mail us at:

DuPont Wealth Solutions, LLC Dba Wealth Solutions Group:

Entity #: 1897986 | Tax ID #: 271604959

655 Metro Pl S suite 440, Dublin Ohio 43017

Important Compliance Statement:

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes.

Information sharing to subcontractors in support roles (e.g., customer service providers) is permitted.

All other use cases exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties, except for aggregators and providers of the text messaging services.

Data Security

We implement reasonable technical and administrative safeguards to protect your personal data. While we take precautions, no system is completely secure, and we cannot guarantee absolute protection.

Trusted Tools We Use

We may use secure third-party platforms to help manage website traffic, form submissions, communications, and CRM functions (e.g., Google Analytics, HighLevel CRM). These vendors are contractually required to safeguard your information and use it solely for service delivery on our behalf.

Policy Updates

We may update this policy periodically. When we do, we will revise the “Effective Date” at the top of this page.

Please review this policy regularly to stay informed.

Contact Us

Questions?

Reach out at:

📞 (614) 408-0004

or

📧 [email protected]

DuPont Wealth Solutions, LLC Dba Wealth Solutions Group

Entity #: 1897986 | Tax ID #: 271604959
655 Metro Pl S suite 440, Dublin Ohio 43017

📞(614) 408-0004
Summary of Key Mobile Privacy Statements

No mobile information will be shared with third parties/affiliates for marketing or promotional purposes.

Subcontractors may be used for customer service only. Text messaging originator opt-in data and consent will not be shared with any third parties, except for aggregators and service providers that support the SMS delivery platform.