Privacy Policy

EdgeRock Wealth Management (“we,” “us,” or “EdgeRock”) is committed to protecting your privacy and safeguarding your personal information. In this Privacy Policy (“Policy,” or “Statement”), we explain how we collect, use, share, retain and transfer information you may provide when you visit https://edgerockwealth.com/, associated sub-pages, and any ads or applications we may provide that link to our website (collectively, our “Website Services”). We also let you know your rights regarding the personal information we collect.

This Policy governs information collected through Website Services. It does not apply to nonpublic personal information (“NPI”) we collect in connection with providing investment advisory services to our individual clients. If you are an advisory client or former advisory client, please refer to our separate Client Privacy Notice provided pursuant to the Gramm-Leach-Bliley Act (“GLBA”) and SEC Regulation S-P.

EdgeRock is dedicated to honoring your privacy at all times. Following are details about our privacy policies, including what type of information is gathered and tracked, how the information is used and with whom the information is shared. The statement was last updated on March 10, 2026. Updates to this privacy statement will be reflected on this web page.

This privacy statement is separate from our Short Message Service (SMS) Privacy Policy, which is a subset of our overall Privacy Policy.

This Policy is applicable to all website visitors, registered users, and all other users of our Website Services. It applies to information we collect:

This Policy does not apply to information we collect through any other means, including on any other website operated by a separate company or any third party, including our partners, affiliates and subsidiaries, as applicable.

By accessing or using our Website Services, you agree to this Privacy Policy. This policy may change from time to time. Your continued use of our Website Services after we make changes is deemed to be acceptance of those changes, so please check the policy periodically for updates.

Information that you provide when using our Website Services, such as information provided through the following means:

Depending on the type of interaction you have with us, we may collect the following information (“personal information”) when you openly and directly share this data with us:

• Identifiers and contact information (e.g., name, email address, phone number, mailing address);

• Information you submit through forms or surveys (e.g., inquiry content, preferences, and other details you choose to provide);

• Event registration details (e.g., RSVP information and attendance information)

In addition to these categories of information, we may collect and process information about your interactions with us through Website Services. This includes details about contacts initiated through website forms and related electronic communications (e.g., the date, time, and method of contact), details about events or activities that you register for or attend through Website Services, and any other relevant information you choose to share with us about yourself in connection with Website Services.

We will automatically collect the following information when you use our Website Services:

We collect this information that is sent to us automatically by your web browser and we may use this information to generate aggregate statistics about visitors to our Website Services. We may also use this information for various business purposes such as providing customer service, fraud prevention, market research, and improving our Website Services. For more information regarding our use of cookies, please see the Automatic Data Collection Technologies and Third-Party Use of Cookies and Other Technologies sections, below.

Throughout your interactions with our Website Services, we may collect — or you may provide — information that may be considered “Sensitive Personal Information” under applicable state privacy laws. Where required by law, we strive to obtain your consent to collect and process such information. You may contact us at service@edgerockwealth.com with questions or requests regarding this Policy.

As you navigate through and interact with our Website Services, we may use automatic data collection technologies, such as cookies, tags, and pixels to better understand how people use our Website Services. The types of information we collect using automatic data collection technologies include:

The technologies we use for this automatic data collection may include:

Some content or applications, including advertisements, on our Website Services are served by third parties, including advertisers, ad networks and servers, content providers, and application providers. These third parties may use cookies alone or in conjunction with web beacons or other tracking technologies.

Scope is narrowed to “Website Services” only (no advisory-services coverage).

• The current PDF defines “Services” to include “the provision of our services,” which makes it read like it governs advisory services too.

• The revision deletes that concept and adds an explicit carve-out: website policy = website data; advisory-client NPI = Client Privacy Notice (Reg S-P/GLBA), consistent with your Client Privacy Notice sharing posture.

Offline/contact-center language is removed so it’s truly website-specific.

• Current PDF includes “offline via our dedicated Call Center” and tracks contacts via “U.S. Post… phone… in person.”

• Revision limits this to website forms + related electronic communications (email/SMS initiated through the site).

Children/minors section is corrected to remove investment-account beneficiary references.

• Current PDF references “beneficiary information on investment accounts,” which is advisory/client relationship content and belongs in the Client Privacy Notice.

• Revision makes the section purely about the website (not directed to children; delete if collected).

“Sensitive Personal Information re.” sentence is fixed/clarified.

• Current PDF contains an incomplete/unclear phrase (“Sensitive Personal Information re.”).

• Revision replaces it with a clean, state-law-aligned description (sensitive PI under applicable state privacy laws; consent where required).

Targeted advertising stays, but the opt-out section is corrected.

• Current PDF references “targeted advertising… defined in the guidelines by U.S. Treasury Department” and has a formatting artifact.

• Revision keeps targeted ads (cookies/ad networks; interest-based advertising is still described in the policy) but rewrites opt-out to track applicable state privacy laws and typical mechanisms (browser controls, footer webform, optional GPC language).

We may process aggregated information about our Services’ visitors, and information that does not identify any individual, without restriction. The following chart provides a high-level summary of the information we process for each purposes of processing and the manner in which we may use or disclose such information associated with each purpose. Please note that we may not collect each category of information about each user of our Services.