Privacy Policy


Protecting your private information is our priority. This Statement of Privacy applies to http://hlwealthteam.com/, and The Hill and LaBarre Wealth Management and governs data collection and usage. For the purposes of this Privacy Policy, unless otherwise noted, all references to The Hill and LaBarre Wealth Management include http://hlwealthteam.com. The Hill and LaBarre Wealth Management website is a news and information site. By using the The Hill and LaBarre Wealth Management website, you consent to the data practices described in this statement.

Collection of your Personal Information

We do not collect any personal information about you unless you voluntarily provide it to us. However, you may be required to provide certain personal information to us when you elect to use certain products or services. These may include: (a) registering for an account; (b) entering a sweepstakes or contest sponsored by us or one of our partners; (c) signing up for special offers from selected third parties; (d) sending us an email message; (e) submitting your credit card or other payment information when ordering and purchasing products and services. To wit, we will use your information for, but not limited to, communicating with you in relation to services and/or products you have requested from us. We also may gather additional personal or non-personal information in the future.

Sharing Information with Third Parties

The Hill and LaBarre Wealth Management does not sell, rent or lease its customer lists to third parties.

The Hill and LaBarre Wealth Management may share data with trusted partners to help perform statistical analysis, send you email or postal mail, provide customer support, or arrange for deliveries. All such third parties are prohibited from using your personal information except to provide these services to The Hill and LaBarre Wealth Management, and they are required to maintain the confidentiality of your information.

The Hill and LaBarre Wealth Management may disclose your personal information, without notice, if required to do so by law or in the good faith belief that such action is necessary to: (a) conform to the edicts of the law or comply with legal process served on The Hill and LaBarre Wealth Management or the site; (b) protect and defend the rights or property of The Hill and LaBarre Wealth Management; and/or (c) act under exigent circumstances to protect the personal safety of users of The Hill and LaBarre Wealth Management, or the public.

Tracking User Behavior

The Hill and LaBarre Wealth Management may keep track of the websites and pages our users visit within The Hill and LaBarre Wealth Management, in order to determine what The Hill and LaBarre Wealth Management services are the most popular. This data is used to deliver customized content and advertising within The Hill and LaBarre Wealth Management to customers whose behavior indicates that they are interested in a particular subject area.

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Automatically Collected Information

Information about your computer hardware and software may be automatically collected by The Hill and LaBarre Wealth Management. This information can include: your IP address, browser type, domain names, access times and referring website addresses. This information is used for the operation of the service, to maintain quality of the service, and to provide general statistics regarding use of the The Hill and LaBarre Wealth Management website.

Use of Cookies

The The Hill and LaBarre Wealth Management website may use "cookies" to help you personalize your online experience. A cookie is a text file that is placed on your hard disk by a web page server. Cookies cannot be used to run programs or deliver viruses to your computer. Cookies are uniquely assigned to you, and can only be read by a web server in the domain that issued the cookie to you.

One of the primary purposes of cookies is to provide a convenience feature to save you time. The purpose of a cookie is to tell the Web server that you have returned to a specific page. For example, if you personalize The Hill and LaBarre Wealth Management pages, or register with The Hill and LaBarre Wealth Management site or services, a cookie helps The Hill and LaBarre Wealth Management to recall your specific information on subsequent visits. This simplifies the process of recording your personal information, such as billing addresses, shipping addresses, and so on. When you return to the same The Hill and LaBarre Wealth Management website, the information you previously provided can be retrieved, so you can easily use the The Hill and LaBarre Wealth Management features that you customized.

You have the ability to accept or decline cookies. Most Web browsers automatically accept cookies, but you can usually modify your browser setting to decline cookies if you prefer. If you choose to decline cookies, you may not be able to fully experience the interactive features of the The Hill and LaBarre Wealth Management services or websites you visit.

Links

This website contains links to other sites. Please be aware that we are not responsible for the content or privacy practices of such other sites. We encourage our users to be aware when they leave our site and to read the privacy statements of any other site that collects personally identifiable information.

Security of your Personal Information

The Hill and LaBarre Wealth Management secures your personal information from unauthorized access, use, or disclosure. The Hill and LaBarre Wealth Management uses the following methods for this purpose:

- SSL Protocol

When personal information (such as a credit card number) is transmitted to other websites, it is protected through the use of encryption, such as the Secure Sockets Layer (SSL) protocol.

We strive to take appropriate security measures to protect against unauthorized access to or alteration of your personal information. Unfortunately, no data transmission over the Internet or any wireless network can be guaranteed to be 100% secure. As a result, while we strive to protect your personal information, you acknowledge that: (a) there are security and privacy limitations inherent to the Internet which are beyond our control; and (b) security, integrity, and privacy of any and all information and data exchanged between you and us through this Site cannot be guaranteed.

Right to Deletion

Subject to certain exceptions set out below, on receipt of a verifiable request from you, we will:

• Delete your personal information from our records; and

• Direct any service providers to delete your personal information from their records.

Please note that we may not be able to comply with requests to delete your personal information if it is necessary to:

• Complete the transaction for which the personal information was collected, fulfill the terms of a written warranty or product recall conducted in accordance with federal law, provide a good or service requested by you, or reasonably anticipated within the context of our ongoing business relationship with you, or otherwise perform a contract between you and us;

• Detect security incidents, protect against malicious, deceptive, fraudulent, or illegal activity; or prosecute those responsible for that activity;

• Debug to identify and repair errors that impair existing intended functionality;

• Exercise free speech, ensure the right of another consumer to exercise his or her right of free speech, or exercise another right provided for by law;

• Comply with the California Electronic Communications Privacy Act;

• Engage in public or peer-reviewed scientific, historical, or statistical research in the public interest that adheres to all other applicable ethics and privacy laws, when our deletion of the information is likely to render impossible or seriously impair the achievement of such research, provided we have obtained your informed consent;

• Enable solely internal uses that are reasonably aligned with your expectations based on your relationship with us;

• Comply with an existing legal obligation; or

• Otherwise use your personal information, internally, in a lawful manner that is compatible with the context in which you provided the information.

Children Under Thirteen

The Hill and LaBarre Wealth Management does not knowingly collect personally identifiable information from children under the age of thirteen. If you are under the age of thirteen, you must ask your parent or guardian for permission to use this website.

E-mail & Text Communications

From time to time, The Hill and LaBarre Wealth Management may contact you via email or SMS for the purpose of providing announcements, promotional offers, alerts, confirmations, surveys, and/or other general communication. In order to improve our Services, we may receive a notification when you open an email from The Hill and LaBarre Wealth Management or click on a link therein.

If you would like to stop receiving marketing or promotional communications via email from The Hill and LaBarre Wealth Management, you may opt out of such communications by clicking the UNSUBSCRIBE button or replying STOP to SMS messages.

External Data Storage Sites

We may store your data on servers provided by third party hosting vendors with whom we have contracted.

SMS Messaging and Your Privacy

Hill and LaBarre Wealth Management (Premier Investment Services, LLC) is committed to protecting your privacy. No mobile information will be shared with third parties/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, excluding aggregators and providers of the text message services.

Changes to this Statement

The Hill and LaBarre Wealth Management reserves the right to change this Privacy Policy from time to time. We will notify you about significant changes in the way we treat personal information by sending a notice to the primary email address specified in your account, by placing a prominent notice on our website, and/or by updating any privacy information. Your continued use of the website and/or Services available after such modifications will constitute your: (a) acknowledgment of the modified Privacy Policy; and (b) agreement to abide and be bound by that Policy.

Contact Information

The Hill and LaBarre Wealth Management welcomes your questions or comments regarding this Statement of Privacy. If you believe that The Hill and LaBarre Wealth Management has not adhered to this Statement, please contact The Hill and LaBarre Wealth Management at: [email protected].

Effective as of May 01, 2022

FAQS

How does an investment advisor benefit me?

An investment advisor isn't there to sell you a specific product. In a world overwhelmed by information, their role is to sit on your side of the table and help you cut through the noise, guiding you toward investment decisions that truly align with your goals.

Is there a minimum amount of money I need to get started?

The biggest difference our firm offers is simple. You do not need a large amount of money to get started or to receive truly personalized guidance. Unlike most firms, we have no account minimums under our passive management program, yet you still benefit from a real, licensed investment advisor who actively oversees and manages your account.

What's the difference between Active Account Management and Passive Account Management?

The Active Account Management program is reserved for people who want to take advantage of more hands-on investments and be involved in the derivatives market, which leverages your stocks in an attempt to yield a higher return. Your investment advisor will work with you to create a personalized investment strategy aligned with your financial goals and risk tolerance.

Our Passive Account Management program is a series of diversified portfolios which contain stocks that are hand picked by the collaboration of our advisors. Those portfolios are managed and rebalanced on a regular basis to ensure each one is meeting the investment objectives set forth. 

How does the fee structure work?

Because our clients have a wide range of net worths and investment objectives, advisor fees vary slightly by tier. Fees are based on a percentage of assets under management and are billed on a quarterly basis. Your advisor will meet with you personally to review which tier applies to you and answer any questions. This structure aligns our interests with yours, because when your account grows, we grow alongside you.

How long have you been investors?

Our advisors collectively have more than 50 years of trading and investing experience, providing you with informed guidance and a level of personal attention that technology alone cannot replace.

Address : 1120 E Parker RD Suite 101 Plano, TX 75074