Privacy Policy

Effective Date: 10/01/2026 

Summerfield Wealth Advisors, LLC ("SWA," "we," "our," or "us") is committed to protecting the privacy and confidentiality of the personal information entrusted to us by clients, prospective clients, and visitors to our website.

We may collect personal information that you voluntarily provide, including your name, address, email address, telephone number, and information necessary to provide financial, insurance, investment, or related professional services.

We may also collect limited technical information through our website, including IP addresses, browser type, device information, and website usage data. 

We use personal information solely for legitimate business purposes, including:

• Providing requested products and services
• Responding to inquiries and communications
• Managing client relationships
• Meeting legal and regulatory obligations
• Improving our services and website functionality

If you provide your mobile telephone number and consent to receive text messages, SWA may send service-related communications, including appointment reminders, account updates, and client service notifications.

Message and data rates may apply. You may opt out of receiving text messages at any time by replying STOP to any message. 

SWA does not sell, rent, trade, or otherwise disclose personal information to third parties for marketing purposes. 

We may share information with service providers, contractors, or other third parties solely as necessary to support our business operations, comply with legal obligations, or provide requested services. Such parties are required to maintain the confidentiality and security of the information provided. 

We do not share mobile information with third parties or affiliates for marketing or promotional purposes. 

Text messaging originator opt-in data, consent records, and mobile contact information are not sold, shared, rented, or otherwise provided to any third parties or affiliates for marketing or promotional purposes. 

Information may be shared with subcontractors or service providers solely to support business operations, such as customer service, compliance, technology, or administrative services. All other use categories exclude text messaging originator opt-in data and consent; this information is not shared with any third parties. 

We maintain administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, use, or disclosure. 

Our website may contain links to third-party websites. SWA is not responsible for the privacy practices or content of external websites. 

SWA reserves the right to modify this Privacy Policy at any time. Any updates will be posted on this page with a revised effective date. 

If you have any questions regarding this Privacy Policy or our privacy practices, please contact: 

Summerfield Wealth Advisors, LLC 
7092 Summerfield Road, Suite B 
Summerfield, NC 27358 
Phone: (336) 262-5459 
Email: SummerfieldWealthAdvisors@swa.llc