Shared Prosperity Group

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Privacy Policy

Last Updated: August 2026

What Does Shared Prosperity Group (SPG) Do With Your Personal Information?

Why, What, and How
Why? Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.
What?

The types of personal information we collect and share depend on the product or service you have with us. This information can include:

  • Social Security Number and Date of Birth
  • Financial Account Number(s) and Balances
  • Sources of Income and Net Worth
How? All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers’ personal information; the reasons SPG chooses to share; and whether you can limit this sharing.
How We Share
Reasons We Can Share Your Personal Information Does SPG Share? Can You Limit This Sharing?
For our everyday business purposes such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus. Yes No
For our marketing purposes to offer our products and services to you. Yes No
For joint marketing with other financial companies. No N/A
For our affiliates’ everyday business purposes; information about your transactions and experiences. No N/A
For our affiliates’ everyday business purposes; information about your creditworthiness. No N/A
For nonaffiliates to market to you. No N/A

Questions? Contact us at (503) 343-9909 or compliance@sharedprosperitygroup.com
Who We Are
Who is providing this notice? Shared Prosperity Group, LLC
What We Do
How does SPG protect my personal information? To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.
How does SPG collect my personal information?

We collect your personal information, for example, when you:

  • Apply to SPG
  • Open an Account
  • Tell Us About Your Investment Goals
Why can’t I limit all sharing?

Federal law gives you the right to limit only:

  • Sharing for affiliates’ everyday business purposes; information about your creditworthiness.
  • Affiliates from using your information to market to you.
  • Sharing for nonaffiliates to market to you.

State laws and individual companies may give you additional rights to limit sharing.
Definitions
Affiliates Companies related by common ownership or control. They can be financial and nonfinancial companies.
Nonaffiliates Companies not related by common ownership or control. They can be financial and nonfinancial companies.
Joint Marketing A formal agreement between nonaffiliated financial companies that together market financial products or services to you.

SMS and Text Messaging Privacy

If you opt in to receive SMS or other text messages from us, we collect and use information as described below.

SMS Data Practices
Data Collection and Use We collect your phone number and your opt-in and consent status so we can send messages related to the specific program or campaign you chose. We use this information only to provide those messaging services.
Data Sharing We do not share your SMS opt-in with third parties for purposes unrelated to providing the messaging program. We may share personal data, including your SMS opt-in or consent status, with vendors who help deliver messages, such as messaging platform providers, phone carriers, and related service providers.
Data Protection We use appropriate technical and organizational safeguards to help protect your personal information.
Your Rights You may request access to, correction of, or deletion of your personal information where applicable. You can opt out of text messages at any time by replying STOP.

Website and Online Privacy

This section covers information collected when you visit sharedprosperitygroup.com. It applies to anyone who visits the site, whether or not you are a client. The notice above governs the personal information we collect and share as your adviser.

Website Data Practices
Information We Collect When you visit our website, our analytics provider records standard technical information: your approximate location, your device and browser type, the pages you view, and how you arrived. We do not use this information to identify you personally. If you submit a form, we receive the name, email address, and message you provide.
Cookies and Analytics We use Google Analytics, which sets cookies so returning visits can be recognized and site use can be measured. We do not use advertising features, ad personalization, or remarketing. Videos embedded from YouTube and the spam protection on our contact form are provided by Google and may set their own cookies when those features load.
How We Use It To understand which content is useful, to fix problems, to protect the site from spam and abuse, and to respond when you contact us. We do not sell your information, and we do not use website data to make decisions about your accounts.
Your Choices You can block or delete cookies in your browser settings, and you can opt out of Google Analytics on any site using Google’s browser add-on. Blocking cookies will not affect your ability to use this site. Contact forms are optional; you can reach us by phone or email instead.