Effective Date: February 27, 2024


Burgos and Brein Wealth Management (“Burgos and Brein LLC,” “we,” or “us”) respects the privacy of its clients and website visitors. This Privacy Policy outlines how we collect, use, disclose, and safeguard personal information through our website, burgosandbrein.com, and during the provision of our financial management services.

Understanding Your Privacy Rights in Florida

As a Florida business, we are subject to various privacy laws and regulations. This includes giving you certain rights regarding your personal information, which we respect and support.

Information We Collect

  • Contact Information: Name, email address, phone number, and mailing address.
  • Financial Information: Social security number, assets, income, investment holdings, bank or brokerage account information, retirement planning details, insurance information, and any other details necessary to provide financial management and advisory services.
  • Website Usage Data: IP address, browser type, pages visited, time on site, device information, and actions taken on the website. This may be collected through cookies and similar tracking technologies.
  • Marketing Preferences: Information about the types of communications you wish to receive.

How We Use Your Information

  • Providing and Improving Services: We primarily use your information to deliver wealth management services, communicate with you regarding your accounts, process transactions, and personalize our services to your needs.
  • Marketing and Communication: With your consent, we may send you newsletters, promotional materials, event information, and other updates we believe are relevant to you.
  • Website Analytics: We analyze website usage data to improve our website experience, understand user behavior, and personalize content.
  • Compliance and Security: We may use your information to comply with legal obligations, regulatory requirements, prevent fraud, and protect the security of your data and our systems.

Information Sharing

We take the protection of your information seriously. We may share your information in
the following circumstances:

  • Service Providers: We may share necessary information with trusted third parties who assist us with providing our services, such as technology providers, financial institutions, legal counsel, and accounting services.
  • Business Transfers: In the event of a merger, acquisition, or sale of all or part of our business, we may transfer your information to the acquiring company.
  • Legal Obligations: We may disclose information when required by law, court order, or other legal process, or if we believe disclosure is necessary to protect our rights or the safety of others.

Cookies and Tracking Technologies

We use cookies and similar technologies to collect information about your website usage and preferences. Cookies are small text files stored on your device. You can manage cookie settings through your browser, but please note that disabling cookies may affect your website experience.

Marketing and Campaigns

We may use your contact information to send you marketing communications about our
services, promotions, and events. You have the following rights regarding marketing

  • Opt-Out: You can opt out of marketing communications at any time by following the unsubscribe instructions included in the emails you receive or by contacting us at support@burgosandbrein.com.
  • Changes to Preferences: Contact us at support@burgosandbrein.com if you wish to update your communication preferences.

Security Measures

We implement appropriate physical, administrative, and technical safeguards to protect your personal information. However, no transmission method or electronic storage is completely secure, and we cannot guarantee absolute security.

Children’s Privacy

Our services are not directed towards children under 13. We do not knowingly collect personal information from children.

Changes to This Policy

We may update this Privacy Policy periodically. We will provide notice of significant changes by posting the updated policy on our website with a revised effective date.

Contact Us

For questions, concerns, or requests regarding your privacy, please contact us at: