Last Updated: May 2026
Wellington Financial Group ("we," "us," or "our") values your privacy and is committed to protecting your personal information. This Privacy Policy describes how we collect, use, and share information when you use our website and services.
Information We Collect
- Personal Information: Name, email address, phone number, mailing address, and other contact details you provide.
- Financial Information: Data related to your financial situation as needed for advisory services.
- Communications: Records of messages, emails, and text message interactions with our firm.
- Technical Data: IP address, browser type, device information, and website usage patterns.
How We Use Your Information
- Providing financial advisory and consulting services.
- Communicating with you regarding your accounts and our services.
- Sending promotional SMS messages with your consent.
- Improving our services and website functionality.
- Meeting legal and regulatory obligations.
SMS and Text Messaging
If you opt in, Wellington Financial Group may send you recurring promotional text messages. Message and data rates may apply. You may opt out at any time by replying STOP. Reply HELP for assistance.
Messages may be delivered using an automatic telephone dialing system (ATDS). Consent to receive text messages is not a condition of purchasing any services.
All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
No mobile information will be shared with third parties/affiliates for marketing/promotional purposes.
Information Sharing
We do not sell your personal data. We may share information with:
- Trusted service providers necessary for our operations.
- Regulatory and legal authorities as required by law.
- Financial institutions involved in delivering services to you.
Data Security
We employ industry-standard safeguards to protect your information. However, no electronic system is entirely secure, and we cannot guarantee absolute data security.
Use of ATDS Technology
We may use an Automatic Telephone Dialing System (ATDS) to send informational and promotional messages. By providing your number and consent, you agree to receive messages via such technology.
Your Choices
- Opt out of marketing messages at any time.
- Request access to or deletion of your personal data.
- Manage cookie preferences through your browser settings.
Changes to This Policy
We may update this Privacy Policy periodically. Changes will be reflected on this page with an updated date.
Contact
Wellington Financial Group
1001 S Main St, Kalispell, MT 59901
Email: sean@wellington-financial-group.com