Privacy Policy
Effective Date: April 1, 2026
Firm: Bespoke Wealth Solutions
Website: https://bespokewealth.solutions
Introduction
Bespoke Wealth Solutions (“Bespoke,” “we,” “our,” or “us”) respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy describes how we collect, use, store, and safeguard information obtained through this website (bespokewealth.solutions), our intake processes, and any communications you initiate with us.
By using this website or submitting an inquiry, you acknowledge that you have read and understood this Privacy Policy.
Information We Collect
We may collect the following categories of information:
Information You Provide Directly
When you submit an inquiry through our contact form, speak with our intake assistant, or communicate with us by any means, we may collect your name, telephone number, email address, general description of your financial situation or planning objectives, and any other information you voluntarily provide.
Automatically Collected Information
When you visit this website, we automatically collect certain technical information, including your IP address, browser type and version, pages visited, time and date of your visit, and referring URLs. This information is used solely for security, analytics, and website improvement purposes.
Cookies and Similar Technologies
This website uses cookies and similar tracking technologies to improve your browsing experience and analyze site usage. You may disable cookies through your browser settings; however, certain features of the website may not function as intended if you do so.
How We Use Your Information
We use the information we collect for the following purposes:
- To respond to your inquiry and determine whether our services may be appropriate for your situation.
- To schedule and conduct consultations with Peter A. Ryan, J.D.
- To communicate with you regarding your engagement or potential engagement with Bespoke Wealth Solutions.
- To improve the functionality and content of this website.
- To comply with applicable legal and regulatory obligations.
- To protect the rights, safety, and property of Bespoke Wealth Solutions and its clients.
We do not use your information for unsolicited marketing or sell your information to any third party under any circumstances.
Confidentiality of Communications
Any information you share with Bespoke Wealth Solutions in connection with a potential or existing legal or advisory engagement is treated with the highest degree of professional confidentiality. We maintain strict internal protocols to protect client and prospective client information from unauthorized access or disclosure.
Please note: submitting an inquiry through this website does not establish an attorney-client relationship. An attorney-client relationship is formed only upon execution of a written engagement agreement.
Sharing of Information
We do not sell, rent, or trade your personal information. We may share your information only in the following limited circumstances:
Service Providers: We may engage trusted third-party service providers to assist with website hosting, intake processing, scheduling, and communications. These providers are contractually bound to handle your information securely and solely for the purposes we specify.
Legal Requirements: We may disclose your information if required to do so by law, court order, or regulatory authority, or if we believe in good faith that such disclosure is necessary to protect the rights or safety of any person.
Business Transfers: In the event of a merger, acquisition, or transfer of assets, your information may be transferred as part of that transaction. You will be notified of any such change.
Data Retention
We retain personal information for as long as necessary to fulfill the purposes described in this Privacy Policy, or as required by applicable law. Inquiry records and intake communications are retained for a period consistent with professional and legal obligations.
Security
We implement reasonable and appropriate technical and organizational measures to protect your personal information against unauthorized access, disclosure, alteration, or destruction. These measures include encrypted data transmission, access controls, and secure third-party service agreements.
No method of electronic transmission or storage is completely secure. While we take the protection of your information seriously, we cannot guarantee absolute security.
Your Rights and Choices
Depending on your jurisdiction, you may have certain rights with respect to your personal information, including the right to access, correct, or request deletion of information we hold about you. To exercise any of these rights, please contact us using the information below.
If you are a resident of California, the European Union, or another jurisdiction with specific data protection laws, additional rights may apply. Please contact us directly to discuss your specific situation.
Third-Party Links
This website may contain links to third-party websites. We are not responsible for the privacy practices or content of those sites. We encourage you to review the privacy policies of any third-party sites you visit.
Children’s Privacy
This website is intended solely for adults. We do not knowingly collect personal information from individuals under the age of 18. If we become aware that we have inadvertently collected information from a minor, we will take prompt steps to delete it.
Updates to This Policy
We may update this Privacy Policy from time to time to reflect changes in our practices, legal requirements, or operational circumstances. The effective date at the top of this page will reflect the most recent revision. We encourage you to review this page periodically.
SMS Notifications
When you call Bespoke Wealth Solutions and speak with our automated intake assistant, you may be asked whether you would like to receive a scheduling link by text message. If you indicate yes, a single SMS message will be sent to the phone number you are calling from after the call concludes. This message contains only a link to schedule a consultation with Peter A. Ryan, J.D. No follow-up messages, marketing messages, or promotional communications will be sent. No personal data collected during this process will be sold, shared, or used for any purpose other than sending the requested message. Mobile phone numbers and SMS opt-in consent are never sold, shared, or disclosed to third parties.
Message frequency: one message per inbound call, only when the caller requests it. Message and data rates may apply. To opt out at any time, reply STOP to any message you receive from us.
Contact
If you have questions or concerns about this Privacy Policy or how your information is handled, please contact us:
Bespoke Wealth Solutions
Dallas, Texas
https://bespokewealth.solutions/contact/
Disclaimer: This Privacy Policy does not constitute legal advice and does not create an attorney-client relationship. It is provided for informational purposes only.