Guardian Strategic Wealth Designs


Your privacy is important to us at Guardian Strategic Wealth Designs (“GSWD”) as is the information, content, tools, resources, and services on our site (the “Website”). To allow you to understand how we use your information, we have developed this Privacy Policy that covers how we collect, use, disclose, transfer, and store your information. Please take a moment to familiarize yourself with our privacy practices and contact us if you have any questions.

This Website does not provide investment advice, nor does it constitute an offer to provide investment advice, to any individual or any entity in any state or jurisdiction.


We collect information that can identify you such as your name and email address (“personal information”) and other information that does not identify you. We collect this information through the Website, specifically as you request services through the contact forms on our Website. By using the Website, you are authorizing us to gather, parse and retain data related to you and your use of the Website. GSWD is the sole owner of the information collected through the Website.

When you fill out our contact request forms you give contact information (such as name, phone number, and email address). We use this information to contact you about the Website and respond to your request when you have expressed interest. When you supply this information, you give us consent to contact you and send promotional and other related materials. You may also provide demographic or other information to us; when we encourage you to submit this information we do so to provide a more personalized experience on our Website and to provide the information you have requested.

In addition, you also provide us the content of your chats or messages, and if you contact us with a customer service or other inquiry, you provide us with the content of that communication.


We use the information we collect about you to:

  • deliver and improve services and the Website, and manage our business;
  • provide customer support;
  • perform research and analysis about your use of, or interest in resources, services, or content through website or application analytics
  • communicate with you by mail, email, and/or telephone using all electronic communication devices available about services or resources you request either from us or third parties;
  • develop, display, and track content and advertising tailored to your interests on the Website, including advertisements you see when you visit other sites;
  • enforce or exercise any rights in our Terms of Use; and
  • perform functions or services as otherwise described at the time of collection.


We will occasionally send you information. You sign up for these notices from us when you fill out a contact form on our Website. Out of respect for your privacy, we present the option not to receive these types of communications. Please see the “Choice and Opt-out” section of this policy.

We may send you service-related announcements on rare occasions when it is necessary to do so. For instance, if our service is temporarily unavailable because of maintenance, we might send you an email or other notification. Generally, you may not opt-out of these communications, which are not promotional in nature.


Based upon the personally identifiable information you provide us, we will communicate with you in response to your inquiries and to provide the services you request from third parties. We will communicate with you by email or otherwise, in accordance with your wishes.


For site analytics, we use Google Analytics. They collect only information which is related to your use of the Website that is not personally identifiable. To learn more about the choices available to you regarding this anonymous information, please click here

We use outside companies to fulfill requests for all services. These companies have their own privacy policies and terms of use and any interaction with them will be controlled under their respective policies. We also use third parties to provide hosting, security, and data storage for the Website.


We store information that we collect through cookies, log files, clear gifs, and third party sources to create a “profile” of your preferences. We tie your personally identifiable information and your request for services and resources through the Website, to information in the profile, to provide tailored promotions and marketing offers and to improve the content of the site for you. We do not provide any personally identifiable information to third parties except to fulfill your requests.


Any ads appearing on our Website are delivered to users by our advertising partners. We share Website usage information about users with these and other reputable third party advertisers for targeting advertisements on the Website. These providers use cookies and clear GIFs on the Website, which allows them to recognize a user’s cookie when a user visits the Website. The information that they collect and share through this technology is not personally identifiable.


When you register as a user of the Website, your profile will be used to provide the resources, tools, and services you request. We do not share your personal information with others except as indicated in this Privacy Policy or when we inform you and give you an opportunity to opt out of having your personal information shared. You are responsible to periodically check and guarantee that your information is updated and correct.


We reserve the right to disclose your personally identifiable information as required by law and when we believe that disclosure is necessary to protect our rights and/or to comply with a judicial proceeding, court order, or legal process served on our company or our Website. In the event GSWD goes through a business transition, such as a merger, acquisition by another company, or sale of all or a portion of its assets, your personally identifiable information will likely be among the assets transferred. You will be notified via email or prominent notice on our Web site for 30 days of any such change in ownership or control of your personal information.


We provide you the opportunity to ‘opt-out’ of having your personally identifiable information used for certain purposes, when we ask for this information. If you no

longer wish to receive our newsletter and promotional communications, you may opt-out of receiving them by following the instructions included in each newsletter or communication or by emailing us at . We also offer an opportunity to opt-out of certain communications on our Website.

You will be notified when your personal information is collected by any third party that is not our agent/service provider, so you can make an informed choice as to whether or not to share your information with that party.


Our Website may collect Geo-location information for bulk analytical purposes only. We do not track customers over time or across third party sites to provide targeted advertising. We honor do not track signals and do not track or plant cookies, or use advertising when a Do Not Track (DNT) browser mechanism is in place.


As is true of most websites, we gather certain information automatically and store it in log files. This information includes internet protocol (IP) addresses, browser type, internet service provider (ISP), referring/exit pages, operating system, date/time stamp, and clickstream data.

We use this information, which does not identify individual users, to analyze trends, to administer the site, to track users’ movements around the site and to gather demographic information about our user base. We do not link this automatically-collected data to personally identifiable information.


A cookie is a small text file that is stored on a user’s computer for record-keeping purposes. We may now or in the future use cookies on our website. We do not

link the information stored in cookies to any personally identifiable information you submit while on our site.

We may use both session ID cookies and/or persistent cookies. We would use session cookies to make it easier for you to navigate our site. A session ID cookie expires when you close your browser. A persistent cookie remains on your hard drive for an extended period of time. You can remove persistent cookies by following directions provided in your Internet browser’s “help” file. If you reject cookies, you may still use our site, but your ability to use some areas of our site, such as contests, surveys, or forms, may be limited.

Some of our business partners (e.g., advertisers) use cookies on our site. We have no access to or control over these cookies. This privacy statement covers the use of cookies by our Website only and does not cover the use of cookies by any advertisers.


We or our third-party advertising partners may employ a software technology called clear gifs (a.k.a. Web Beacons/Web Bugs), that help better manage content on our Website by informing us what content is effective. Clear gifs are tiny graphics with a unique identifier, similar in function to cookies, and are used to track the online movements of users. In contrast to cookies, which are stored on a user’s computer hard drive, clear gifs are embedded invisibly on Web pages and are about the size of the period at the end of this sentence. We do not tie the information gathered by clear gifs to our customers’ personally identifiable information. To learn more about our advertising company’s use of clear gifs, please see the Third-Party Advertiser section of this privacy policy.

We use clear gifs in our HTML-based emails to let us know which emails have been opened by recipients. This allows us to gauge the effectiveness of certain communications and the effectiveness of our marketing campaigns. If you would like to opt-out of these emails, please see “Choice and Opt-out.”


We may provide areas on our Website where you can post information. All postings are governed by our Terms of Use. Whenever you voluntarily disclose personal information on publicly-viewable pages, that information will be publicly available and can be collected and used by others. If you use a blog/chat room on this Website, you should be aware that any personally identifiable information you submit there can be read, collected, or used by other users of these forums, and could be used to send you unsolicited messages. We are not responsible for the personally identifiable information you choose to submit in these forums. We cannot control who reads your posting or what other users may do with the information you voluntarily post, so we encourage you to exercise discretion and caution with respect to your personal information. We reserve the right to terminate the accounts of any visitors who use these services in a manner inconsistent with our Terms of Use.


Although our Website is considered a general audience site, we restrict the use of our services to individuals age 18 and above. You must be over the age of 18 to use the Website and create a user profile. Our Website is not directed to individuals under the age of 13. We do not knowingly collect, maintain, or use personal information from children under the age of 13 and we request that those under the age of 18 do not provide personal information through the Website.


If you are visiting our Website from outside the United States, please be aware that your information will be transferred to, stored, and processed in the United States and globally where our servers are located and our central database is operated. By using our services, you understand and agree that your information may be transferred to our facilities and those third parties with whom we share it as described in this privacy policy.


This Privacy Policy does not create rights enforceable by third parties or require disclosure of any personal information relating to users of the Website.


The Website may contain links to other sites that are not owned or controlled by GSWD. Please be aware that we are not responsible for the privacy practices of such other sites. We encourage you to be aware when you leave our site and to read the privacy statements of each and every website that collects personally identifiable information.


If your personally identifiable information changes, or if you no longer desire our Website, you may deactivate it by contacting our Customer Support by email or by postal mail at the contact information listed below:

Guardian Strategic Wealth Designs

Attn: Security Department

1 World Trade Center, Suite 2340

Long Beach, California 90831

We follow generally accepted industry standards to protect the personal information submitted to us, both during transmission and once we receive it. No method of transmission over the Internet, or method of electronic storage, is 100% secure, however. Therefore, while we strive to use commercially acceptable means to protect your personal information, we cannot guarantee its absolute security. You should not expect, that your personal information, chats, blogs, or other communications will always remain secure. Users should take care with how they handle and disclose their personally identifiable information and should avoid sending such information through insecure methods.

Please refer to the Federal Trade Commission’s website at:

If you have any questions about security on our Website, you can send email us at


If we decide to change our privacy policy, we will post those changes to this privacy statement, the homepage, and other places we deem appropriate so that you are aware of what information we collect, how we use it, and under what circumstances, if any, we disclose it.

We reserve the right to modify this privacy statement at any time, so please review it frequently. If we make material changes to this policy, we will notify you here, by email, or by means of a notice on our home page.


Understanding the Fair Information Practice Principles and how they should be implemented is critical to comply with the various privacy laws that protect personal information. To comply with Fair Information Practices should a data breach occur we will notify the users via email within 3 business days.

We agree to the individual redress principle, which states that individuals have a right to pursue legally enforceable rights against data collectors and processors who fail to adhere to the law. This principle requires that individuals have enforceable rights against data users, and that individuals have recourse to courts or a government agency to investigate and/or prosecute non-compliance by data processors.


At Guardian Strategic Wealth Designs, everything we do is purposeful. It is with this attention to detail that we will provide you the support necessary to meet and exceed your needs. This is who we are (as defined by Google):


A defender, protector, or keeper.


Relating to the identification of long-term or overall aims and interests and the means of achieving them.


An abundance of valuable possessions or money.


Purpose, planning, or intention that exists or is thought to exist behind an action, fact, or material object.7625


If you have any questions or suggestions regarding our privacy policy, please contact us at:

Guardian Strategic Wealth Designs

Attn: Security Department

1 World Trade Center, Suite 2340

Long Beach, California 90831


Telephone: 844.482.7300

Last revised on: March 17, 2017



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