Privacy Policy

Your Privacy is Our Priority
Alpha III Wealth Management – Meridian is committed to protecting your privacy. This Privacy Policy outlines how we collect, use, disclose, and safeguard your personal information.  

Information We Collect
We may collect the following types of personal information:

  • Personal Information: Name, address, phone number, email address, date of birth, and social security number.  
  • Financial Information: Income, assets, liabilities, investment goals, and risk tolerance.
  • Transaction Information: Information about your financial transactions, such as account balances, investment purchases and sales, and payment history.

How We Use Your Information
We may use your personal information for the following purposes:

  • Providing Financial Services: To provide you with personalized financial advice and services, such as investment management, retirement planning, and tax planning.
  • Account Management: To manage your accounts and process transactions.
  • Compliance and Legal Purposes: To comply with legal and regulatory obligations, such as reporting requirements and anti-money laundering regulations.
  • Marketing and Communication: To send you marketing materials, newsletters, and other communications related to our services. You may opt-out of these communications at any time.  

Sharing Your Information
We may share your personal information with the following parties:

  • Service Providers: We may share your information with third-party service providers who assist us in providing our services, such as custodians, brokers, and technology providers.  
  • Regulatory Authorities: We may disclose your information to regulatory authorities as required by law.
  • Law Enforcement: We may disclose your information to law enforcement agencies if required by law or to protect our rights.

Text Messaging
Text message opt-in data and consent are not shared with any third parties (including subsidiaries and affiliates). If you wish to be removed from receiving future communications, text STOP to opt out.

By opting in and submitting our contact form and/or sending an initial text message to 208-907-0989, you consent to receive customer care, marketing, and account notification text messages (e.g. appointments, events, and account information) from Lakehouse Financial, LLC (DBA: Alpha III Wealth Management) at the number provided 208-907-0989 , including messages sent by autodialer. Consent is not a condition of purchase. Msg & data rates may apply. Msg frequency varies. Unsubscribe at any time by replying STOP. Reply HELP for help. See Term & Conditions.

Data Security
We implement reasonable security measures to protect your personal information from unauthorized access, use, disclosure, alteration, or destruction. However, no security system is perfect, and we cannot guarantee the absolute security of your information.  

Your Rights
You may have certain rights regarding your personal information, such as the right to access, correct, or delete your information. You may also have the right to object to certain processing activities or to restrict the processing of your information.  

Contact Us
If you have any questions or concerns about this Privacy Policy or our privacy practices, please contact us at:  

info@meridian.alpha3wealth.com

Changes to This Privacy Policy
We may update this Privacy Policy from time to time. We will notify you of any material changes.