Privacy Policy
Last updated: October 24, 2026
Peak Financial Management, Inc. (“Peak Financial,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy explains how we collect, use, and protect information when you visit our website, contact us, or opt in to receive text messages from us.
Information we collect
- Information you provide: your name, email address, mobile phone number, and any message you send us through our contact form, by email, or by phone.
- SMS consent records: the date, time, and method by which you opted in to or out of text messages.
- Technical information: basic data such as browser type, device type, and pages visited, collected automatically when you use our website.
How we use your information
- To respond to your inquiries and provide the services you request.
- To send text messages you have agreed to receive, such as appointment reminders, account notifications, and responses to your questions.
- To maintain records as required by applicable securities laws and regulations.
- To operate, maintain, and improve our website.
SMS Privacy
We do not sell or share your SMS opt-in data or personal information with third parties for marketing purposes.
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
We use your mobile number only to send the messages you have consented to receive. We may share it with the service providers that deliver our messages (such as our SMS platform provider) solely to provide that service. You can opt out at any time by replying STOP. See the SMS Terms for details.
How we share information
We do not sell your personal information. We share information only:
- With service providers who help us operate our business and are required to keep it confidential.
- When required by law, regulation, subpoena, or regulatory examination.
- To protect the rights, property, or safety of Peak Financial, our clients, or others.
Information about how we handle the nonpublic personal information of our advisory clients is described in our separate client privacy notice, available on request.
Data security
We maintain reasonable administrative, technical, and physical safeguards to protect your information. No method of transmission over the internet is completely secure, but we work to protect your information and limit access to those who need it.
Data retention
We keep information for as long as needed for the purposes described above and as required by applicable recordkeeping laws.
Your choices
- Opt out of text messages at any time by replying STOP.
- Request access to, correction of, or deletion of your information by contacting us using the details below, subject to our legal recordkeeping obligations.
Children’s privacy
Our website and services are not directed to children under 13, and we do not knowingly collect information from them.
Changes to this policy
We may update this Privacy Policy from time to time. The “Last updated” date above shows when it was last revised.
Contact us
Peak Financial Management, Inc.
20 William Street
Wellesley, MA 02481
Phone: (904) 664-4488
Email: rudy@peak-financialmanagement.com