--- title: Privacy Policy | Seven Springs Wealth Group description: Learn how we collect, safeguard, and disclose your information in our privacy policy. --- [Skip to main content](https://sevenspringswealth.com/privacy-policy#main) - - - - - [tel:+16153701253](tel:+16153701253) - [→ CLIENT ACCESS](https://sevenspringswealth.com/client-access) [![SSWG_Primary-Logo_Negative](https://sevenspringswealth.com/hubfs/Logos/SSWG/SSWG_Primary-Logo_Negative.svg) ![SSWG_Primary-Logo_Color](https://sevenspringswealth.com/hubfs/Logos/SSWG/SSWG_Primary-Logo_Color.svg) ![SSWG_Primary-Logo_Negative](https://sevenspringswealth.com/hubfs/Logos/SSWG/SSWG_Primary-Logo_Negative.svg) ![SSWG_Primary-Logo_Color](https://sevenspringswealth.com/hubfs/Logos/SSWG/SSWG_Primary-Logo_Color.svg) ](https://sevenspringswealth.com) - Show submenu for ABOUT ABOUT - [About Us](https://sevenspringswealth.com/about) - [Our Team](https://sevenspringswealth.com/our-team) - [Testimonials](https://sevenspringswealth.com/testimonials) - [C.O.U.R.S.E. 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We also know that you expect us to service you in an accurate and efficient manner. To do so, we must collect and maintain certain personal information about you. We want you to know what information we collect and how we use and safeguard that information. **Information We Collect:** We collect certain nonpublic information about you ("Customer Information"). The essential purpose for collecting Customer Information is to allow us to provide advisory services to you. Customer Information we collect may include: - Information that you provide on applications or other forms. This Customer Information may include personal and household information such as income, spending habits, investment objectives, financial goals, statements of account, and other records concerning your financial condition and assets, together with information concerning employee benefits and retirement plan interests, wills, trusts, mortgages and tax returns - Identifying information such as your name, age, address, social security number, etc. - Information about your transactions with us, or others (e.g., broker-dealers, clearing firms, or other chosen investment sponsors) - Information we receive from consumer reporting agencies (e.g., credit bureaus), as well as other various materials we may use to provide an appropriate recommendation or to fill a service request **Security of Your Information:** We restrict access to your nonpublic personal information to those employees who need to know that information to service your account. We maintain physical, electronic and procedural safeguards that comply with applicable federal or state standards to protect your nonpublic personal information. **Information We Disclose:** We do not disclose the nonpublic personal information we collect about our customers to anyone except: (i) in furtherance of our business relationship with them and then only to those persons necessary to effect the transactions and provide the authorized services (such as broker-dealers, custodians, independent managers etc.); (ii) to persons assessing our compliance with industry standards (e.g., professional licensing authorities, consultants, etc.); (iii) our attorneys, accountants, and auditors; (iv) to effect business transactions such as acquisitions and mergers, or (v) as otherwise provided by law. If you have engaged our firm for financial planning services, we may also disclose nonpublic information to other professionals (CPAs, attorneys, etc.) who assist us in providing financial planning services to you. We are permitted by law to disclose the nonpublic personal information about you to governmental agencies and other third parties in certain circumstances (such as third parties that perform administrative or marketing services on our behalf or for joint marketing programs). These third parties are prohibited to use or share the information for any other purpose. **Former Clients:** If you decide to close your account(s) or become an inactive customer, we will adhere to our privacy policies, which may be amended from time to time. **SMS/MMS Mobile Transactional Message Privacy Policy: **Seven Springs Wealth Group (“we,” “our,” or “us”) respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, and safeguard your data. We value your privacy and are committed to protecting your personal information. Information you provide through our messaging program is used solely for communicating with you regarding your order and delivery status, including alerts before your delivery and in the event of any delivery issues. This may include sharing details with service providers, such as mobile carriers and platforms that help facilitate message delivery. Message and Data Rates May Apply. To participate, users must voluntarily provide their mobile number and give explicit consent to receive text messages from Seven Springs Wealth Group. We do not sell, rent, lease, trade, or otherwise share your mobile number or customer information with third parties for marketing or profit. You may opt out of receiving text messages at any time by replying STOP to any message. For additional support, reply HELP or contact our customer care team. Message Frequency: Message frequency will vary based on your order activity, but typically includes 1–2 messages per order. If you have any questions or concerns, please contact us at (615) 370-1253.   [![SSWG_Primary-Logo_Negative](https://sevenspringswealth.com/hubfs/SSWG_Primary-Logo_Negative.svg) ](https://sevenspringswealth.com) ###### Seven Springs Wealth Group (“SSWG”) is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration of an investment adviser does not constitute an endorsement of the firm by the SEC nor implies any specific level of skill or training. SSWG only transacts business in states in which it is properly registered or is excluded or exempted from registration. The information on this site is for informational purposes only and investors should determine for themselves whether a particular service or product is suitable for their investment needs. Nothing on this site constitutes individual advice, a recommendation, or an offer to buy any specific investment, product or service. All investing involves risk, including the possible loss of principal. Certain investments, including private investments, may be speculative, involve a high degree of risk, typically require a minimum investment, and may only be offered to qualified investors through offering memorandums. Private investments are generally illiquid, may carry higher risk, and no formal trading market exists for these investments. A copy of SSWG’s current written disclosure brochure filed with the SEC, which discusses, among other things, SSWG’s business practices, services, and fees, is available on the SEC’s website at [adviserinfo.sec.gov](https://adviserinfo.sec.gov/) or FINRA's BrokerCheck website at [brokercheck.finra.org.](https://brokercheck.finra.org/) ©2026 Seven Springs Wealth Group, LLC. - [ABOUT](https://sevenspringswealth.com/about) - [SERVICES](https://sevenspringswealth.com/services) - [INSIGHTS](https://sevenspringswealth.com/insights) - [CONTACT US](https://sevenspringswealth.com/contact-us) [ADV Part 2A](https://sevenspringswealth.com/hubfs/Seven%20Springs%20Wealth%20Group%20ADV%20Part%202A%20Brochure-1.pdf)  |  [Form CRS](https://sevenspringswealth.com/hubfs/Compliance-Documents/SSWG_Client-Relationship-Summary_11.1.2024.pdf)  |  [Privacy Policy](https://sevenspringswealth.com/privacy-policy)  |  [Terms of Service](https://sevenspringswealth.com/terms-of-service) 200 Powell Place, Suite 215, Brentwood, TN  |  [(615) 370-1253](tel:+16153701253) - [* * ](https://www.linkedin.com/company/sevenspringswealthgroupllc) - [* * ](https://www.facebook.com/Sevenspringswealthgroup/) - [* * ](https://www.instagram.com/sevenspringswealthgroup/) - [* * ](https://www.youtube.com/@sevenspringswealthgroup) ![](https://px.ads.linkedin.com/collect/?pid=7020852&fmt=gif)