Privacy Policy

Like all providers of personal financial services, we are required by law to inform clients of our policies regarding the privacy of their information. This Privacy Notice explains what information we collect, how we use it, and how we safeguard it.
 

Please note that Tidal Pointe Advisors does not provide accounting, tax preparation, or investment advisory services. Our role is limited to divorce financial analysis and related support.

Divorce Financial Analysis services are separate from Financial planning and investment advisory services are offered separately by Bob Mitton through Savannah Wealth Group via the Commonwealth Financial Network (CFN).

By using our services, visiting our website, or providing us with personal information, you consent to the collection, use, and disclosure of your information as described in this Privacy Notice.

We may collect personal and financial information in the course of providing divorce financial analysis services, including:

• General Information (e.g., website usage data, browser type, operating system, IP address).

• Personal Information (e.g., your name, address, phone number, email address, and other contact details).

• Financial Information such as income, expenses, retirement and investment account information, property or business ownership details, liabilities and debts, and other data relevant to divorce financial analysis.

• Supporting Documents provided by you (such as court forms, financial affidavits, or marital asset inventories).

• Communications such as emails, phone calls, or meeting notes.

We use the information you provide to:

• Deliver divorce financial analysis and related support services.

• Prepare financial affidavits, marital asset schedules, and settlement scenarios.

• Create financial forecasts and settlement impact analyses.

• Communicate with you regarding your engagement.

• Meet legal and regulatory requirements.

• Protect against fraud and maintain the security of our systems.

We do not sell or disclose your personal information to third parties for marketing purposes. We may disclose your information only:
As required by law, regulation, or court order.

• To trusted employees and professional partners who need the information to perform services for you (such as attorneys, mediators, or QDRO specialists).

• To comply with professional standards of confidentiality in financial advisory services.

We maintain reasonable administrative, physical, and technical safeguards to protect your personal and financial information from unauthorized access, disclosure, or misuse.

Our services are not directed toward children under age 13, and we do not knowingly collect personal information from them.

Our website may contain links to third-party sites. Tidal Pointe Advisors is not responsible for the privacy practices or content of those external sites.

If you access our services from outside the United States, please note that your information will be transferred to and stored in the United States, where privacy protections may differ from those in your country.

You may choose not to provide certain information, though this may limit our ability to provide services. You may also request to review, update, or correct your personal information at any time.

If you have any questions about this Privacy Notice or how we handle your information, please contact us:

Tidal Pointe Advisors
Privacy Coordinator

Phone: 843-919-0199
Email: info@tidalpointe.com