Privacy Policy

Effective Date: September 14, 2026

At Somerville Associates, we are committed to protecting your privacy and safeguarding your personal and financial information. This Privacy Policy describes how we collect, use, share, and protect your information when you visit our website, use our services, or communicate with us, including via text messaging.

1. Information We CollectWe may collect information that identifies, relates to, or could reasonably be linked with you. This includes:

  • Contact Information: Name, email address, mailing address, and phone number.
  • Financial Information: Account balances, investment objectives, and financial history provided during consultations.
  • Information regarding your transactions with us: Services purchased, account balances and payment history
  • Technical Data: IP address, browser type, and usage data collected via website cookies.

2. How We Use Your Information

We use your information to provide wealth management and financial advisory services, process transactions, comply with legal obligations, and communicate with you regarding your accounts or services.

3. Sharing and Selling Information (Strict Non-Disclosure)

We do not sell, rent, or trade your personal information with third parties.

  • No Marketing Sharing: Personal information is never shared or sold to third parties for marketing or promotional purposes.
  • Mobile Information & Text Messaging Opt-in: Mobile information and text messaging originator opt-in data and consent will not be shared with any third parties or affiliates for marketing or promotional purposes.

4. Permitted Disclosures

We may share your information only under the following limited circumstances:

  • Service Providers: With trusted subcontractors or service providers (such as technology platforms or custodians) who assist us in delivering our services, provided they are bound by strict confidentiality agreements.
  • Legal Requirements: When required by law, regulation, subpoena, or core regulatory authorities (e.g., SEC, FINRA, or state regulators).

5. Data Security

We implement robust administrative, technical, and physical safeguards to protect your personal data from unauthorized access, loss, or alteration.

6. Your Rights and Choices

You may opt out of receiving promotional emails at any time by following the unsubscribe links. If you receive SMS text messages from us, you can opt out at any time by replying “STOP”.

7. Contact Us

If you have any questions or concerns about this Privacy Policy, please contact us at:

Somerville Associates
admin@somervilleassociates.com
(248) 538-3779
6815 Charing Crossing
West Bloomfield, MI 48322

Note: Somerville Associates will notify customers of our privacy policy at the inception of our business relationship and annually thereafter. Somerville Associates reserves the right to change this Privacy Policy at any time, without notice. Somerville Associates will notify customers of any modifications on an annual basis. If Somerville Associates changes its policy to offer non-public personal information to non-affiliated third parties other than for the reasons mentioned above, Somerville Associates will provide its customers with an option to exclude their data from inclusion in this information sharing program and certain disclosures may require us to get an “opt in” or “opt out” from you. If this is required, we will do so before information is shared.

This Privacy Policy applies to Somerville Associates, a state registered financial advisor.