Privacy Policy

Introduction

This Privacy Policy describes how Jebtha C. Graham Wealth Management, LLC (d/b/a Metcalf Partners) ("we," "us," or "our") collects, uses, and handles your personal information when you visit this website and submit your information through our opt-in form.

By submitting the form on this site, you acknowledge that you have read and understood this Privacy Policy.

Information We Collect

When you submit the opt-in form on this website, we collect:

• First and last name — your name as entered in the form
• Email address — the email address you provide
• Mobile phone number — used to send you SMS messages you have consented to receive
• Opt-in consent record — the date, time, and source of your consent submission

We do not collect sensitive personal information (such as Social Security numbers, financial account numbers, or health information) through this form.

SMS Program — Data Collection

SMS Program — How We Use Your Mobile Number

Your mobile phone number is used only to send you messages related to Metcalf Partners Financial Updates. Message frequency varies.

We use your mobile number to send you informational and educational text messages about topics relevant to financial planning and retirement, follow up on your inquiry if you have also requested a consultation, and notify you of relevant events, updates, or resources.

We will never use your mobile number to send you unrelated marketing, spam, or promotional messages from third parties.

We Do Not Sell Your Mobile Number

SMS Opt-Out

You may opt out of receiving SMS messages at any time by replying STOP to any text message you receive from us. After opting out, you will receive one final confirmation message and no further messages will be sent.

You may also opt out by:

• Emailing us at jeb.graham@metcalfpartners.com with "SMS Opt-Out" in the subject line
• Calling us at (913) 214-3728

To request help or more information about the SMS program, reply HELP to any message or contact us at jeb.graham@metcalfpartners.com.

SMS Platform

We send SMS messages through JustCall, a third-party SMS communications platform. Your mobile phone number and opt-in consent record are stored in JustCall's systems. JustCall Privacy Policy

JustCall does not sell your data and operates in compliance with applicable telecommunications regulations. Carriers (such as AT&T, Verizon, T-Mobile, and others) are not liable for delayed or undelivered messages.

How We Use Your Information

We use the information you provide to contact you about the financial planning resources or consultation you requested, send you SMS messages you have consented to receive, schedule a call or meeting with Jeb Graham or a member of our team, and understand your needs so we can determine whether our services may be a fit.

We do not sell your personal information to third parties. We do not use your information for any purpose unrelated to your inquiry or the SMS program you opted into.

Third-Party Tools and Services

To operate this website and manage your inquiry, we use the following third-party tools:

• GoHighLevel (GHL) — our CRM platform. Your contact information is stored in GHL and used to manage follow-up communications. GoHighLevel Privacy Policy
• JustCall — our phone and SMS communications platform, used to send you messages you have consented to receive and to call you in response to your inquiry. JustCall Privacy Policy

Tracking Technologies

This website may use cookies and similar technologies to support site functionality. You can control or delete cookies through your browser settings.

Data Retention

We retain your contact information in our CRM for as long as necessary to manage our relationship with you. SMS opt-in records are retained as long as required by applicable telecommunications regulations. If you request deletion, we will honor it within a reasonable time except where required by law.

Data Security Practices

We use reasonable technical and organizational measures to protect your personal information from unauthorized access, loss, misuse, or disclosure. These measures include encrypted data transmission (SSL/TLS), access controls on our CRM and SMS platform, and third-party processors who maintain their own security programs.

No method of transmission over the internet or electronic storage is completely secure. While we take data security seriously, we cannot guarantee absolute security. If you believe your information has been compromised, please contact us immediately at jeb.graham@metcalfpartners.com.

Your Rights and Choices

California residents: Under the CCPA, you have the right to know what personal information we have collected, request deletion, and opt out of the sale of your data (we do not sell personal information).

All users: Reply STOP to opt out of SMS. Click unsubscribe in any email. Email jeb.graham@metcalfpartners.com to request deletion or ask questions about your data.

Investment Advice Disclaimer

Submitting your contact information on this website does not create an investment advisory relationship between you and Jebtha C. Graham Wealth Management, LLC (d/b/a Metcalf Partners). The content of this website is for informational and promotional purposes only. Nothing on this website constitutes investment advice, a recommendation, or a solicitation to buy or sell any security.

Jebtha C. Graham Wealth Management, LLC (d/b/a Metcalf Partners) is a registered investment adviser. Investment advice is provided only after execution of a formal advisory agreement and completion of a suitability review.

Contact for Privacy Questions

Jebtha C. Graham Wealth Management, LLC (d/b/a Metcalf Partners)
Email: jeb.graham@metcalfpartners.com
Phone: (913) 214-3728
Website: www.metcalfpartners.com

Changes to This Policy

We may update this Privacy Policy from time to time. When we do, we will update the Effective Date at the top of the page. Continued use of this website after any changes constitutes your acceptance of the updated policy.