Privacy Policy
Updated Date: April 2026
Greenhouse Wealth Management, LLC (“Greenhouse”) is committed to protecting the confidentiality and security of the personal information entrusted to us by our clients.
Our relationship with you is our most important asset, and we take that responsibility seriously.
Information We Collect
Through our advisory relationship, we may collect personal information such as:
Name, contact information, and identifying details
Financial information, including assets, income, and account data
Investment objectives, experience, and activity
This information is collected through applications, agreements, questionnaires, and other documents, as well as from custodians, brokers, and other third parties as necessary to service your account.
Through this website, we do not collect non-public personal information.
How We Use and Share Information
We use your information solely to provide and support advisory services.
We do not sell your personal information.
We may share information with non-affiliated third parties (such as custodians, brokers, administrators, and regulators) only as necessary to service your account and as permitted by law. This may include processing transactions, maintaining accounts, or complying with legal and regulatory requirements.
We do not share your personal information for marketing purposes.
We may share information with your authorized representatives (such as accountants, attorneys, or other designated parties).
We do not disclose non-public personal information about former clients, except as permitted or required by law.
How We Protect Your Information
We maintain physical, electronic, and procedural safeguards designed to protect your personal information.
These include:
Secure systems and encrypted data storage
Access controls and authentication procedures
Oversight of third-party service providers
Employee training on confidentiality and data protection
Website Usage & Cookies
We may collect limited, non-personal information about how visitors use our website to improve functionality and user experience.
We may use cookies and similar technologies to understand general usage patterns, such as pages visited and time spent on the site. You can manage or disable cookies through your browser settings, though doing so may affect certain website functionality.
We do not track users across third-party websites for advertising purposes.
Third-Party Websites
This website may contain links to third-party websites. These sites operate independently and may collect personal information.
Greenhouse does not control and is not responsible for the content or privacy practices of third-party websites. We encourage you to review their privacy policies.
Changes to This Policy
We will provide clients with an updated Privacy Policy annually and whenever material changes are made.
We will not revise our practices to permit sharing of your personal information beyond what is described here without first providing notice.
Contact
If you have any questions or would like a copy of our full Privacy Policy, please contact us:
info@greenhousewealth.com
(203) 561-5002