Last revised: January 30, 2026
Northshore Wealth Management is committed to protecting your privacy. This Privacy Policy applies to personal information we collect about individuals who engage in business with us.
Our privacy policy applies to information that Northshore Wealth Management collects about individuals who seek, apply for, or obtain our services for business, personal, family, or household purposes. As a financial company, we may choose how we 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.
This Privacy Policy explains what information we collect, why we collect it, how we use that information, and the choices we offer relating to the information we collect from or about you. Some of the information we may collect from you constitutes “personal information.” Our collection, sharing, and use of personal information is governed by the Privacy Policy that we deliver to you pursuant to applicable state and/or federal law. When you use our services, you agree to the terms of this Privacy Policy. We periodically review and update this Privacy Policy, so please review it regularly to be sure you are still comfortable with its terms. Your continued use of the Services after any change in this Privacy Policy will constitute your acceptance of such change.
1. What Information We Collect About You
We collect information about you in various ways. Some of this information may be considered “personal information” under applicable law. The personal information that you provide and that we collect or receive from you depends on the context of your interaction with us and our services, the choices you make when you use our services, and the services that you receive from us.
Individuals who visit our website:
Our website, northshorewealthmanager.com, does not collect or track any data from its visitors.
Advisers and Clients:
When you enter into an advisory agreement with us by hiring us to manage your personal or business assets, we will collect certain personal information, including your name, email address, and potentially other information such as your address, Social Security or taxpayer identification number, date of birth, assets, income, account balances, investment activity, bank account information and accounts at other financial institutions. When you enter information in an online account application, we may store this information even if you and/or your adviser do not complete or submit the application.
Individuals who interact with our social media pages:
We collect and receive information from you when you interact with our social media pages, accounts, or via posts you make on social media and other third-party platforms (“Social Media Platforms”). You may choose to engage with us on Social Media Platforms. If you choose to make any of your activities or other content available through a Social Media Platform, including on our pages, or you engage in other activities in connection with a Social Media Platform, your friends and followers on those Social Media Platforms that you have enabled, and potentially the general public, will be able to view those contributions and activities. Please remember that the manner in which Social Media Platforms use, store, and disclose your information is governed by the policies of such third parties. We are not responsible for the privacy practices or other actions of any Social Media Platform through which we may engage with you. This may include demographic information about users who “follow” our pages or information regarding how you engage with us, such as when you “like” our content.
2. How We Use Information
We use the information we collect from you:
- To provide our Services to you and to operate our Services.
- To deliver the information, products, or services that you requested from us.
- To register your account, authenticate your identity, and deliver access to your accounts to you.
- To communicate with you, including notifying you about changes to our Services.
- To carry out our obligations and enforce our rights arising from any contracts entered into with you. This may include billing and collection and as we believe is necessary or appropriate to protect, enforce, or defend the legal rights, privacy, safety, or property of the Sites, our Services, our employees, agents, or other users, or to comply with applicable law.
- To help us investigate and prevent fraud, security breaches or other malicious or unlawful activity.
- In any other way that we may set forth when you provide the information, or otherwise at your direction or with your consent.
- As permitted by law or as we may notify you.
3. How We Share Information
We may share the information that we collect pursuant to this policy as follows:
- When you request any of our services. We will share your information to the extent necessary or appropriate to fulfill your request.
- When required to do so by law, for example, in response to a court order, regulatory exam or request, or a subpoena. We may also disclose such information in response to a law enforcement agency’s request.
4. Cookies and Tracking Technologies
Our website does not use cookies or other tracking technologies to collect or retain any of your data.
6. How Northshore Wealth Management Protects Your Personal Information
Your privacy matters to us, and we work hard to protect it. We protect your personal information by physical, electronic, and procedural safeguards. However, as with all online service providers, the security of your information depends in part on the security of your computer, device, internet service provider, and your activities, all of which are beyond our control. Northshore Wealth Management does not send unsolicited communications asking for account information, such as your password.
7. How Long We Keep Your Personal Information
Northshore Wealth Management retains personal information for as long as necessary to provide our services, carry out the purposes described in this Privacy Policy, or as required to comply with applicable law.
8. Children
Our services are not directed to individuals under the age of 18. However, we offer Uniform Gifts to Minors Act (UGMA) and 529 College Savings accounts, and in order to open and maintain those accounts, we collect personal information about individuals under the age of 18 from the custodians opening and managing the accounts on their behalf.
9. Notice for International Users
Northshore Wealth Management is based in the United States, and our Services are provided and targeted only to residents of the United States. If you access our services while traveling outside of the United States, you understand and agree that other countries may not provide the same level of data protection and privacy as the United States. If you access these services from a location outside of the United States, you agree that your use of our services is subject to the terms of this Privacy Policy.
10. How to Contact Our Administrator
Privacy matters to us. If you have reason to believe that we have not adhered to this Privacy Policy, or any other questions or complaints relating to our privacy practices, please contact us by email at alyse@northshorewealthmanager.com or by mail at PO Box 141, Bothell, WA 98041
11. Privacy Policy Updates
This Privacy Policy will evolve with time. When we update it, we will revise the “Last Revised” date above and post the new policy. In some cases, we provide additional notice (such as adding a statement to our services or sending you a notification). To stay informed of our privacy practices, we recommend you review the Privacy Policy on a regular basis as you continue to use our services.
Northshore Wealth Management 