Last Updated: March 26, 2026
Who We Are
thomasclarkadvisor.com is a retirement planning and Social Security education blog operated by Thomas Clark through Confluence Media Group, LLC. Thomas Clark is an Investment Advisor Representative registered through Altitude Capital Management, LLC, an SEC-registered Registered Investment Advisor. Our principal office is located at 4301 Morris Park Drive, Suite 23, Mint Hill, NC 28227.
This Privacy Policy describes how we collect, use, store, and protect your personal information when you visit our website (thomasclarkadvisor.com), interact with our content, attend our seminars, or communicate with us through any channel.
Information We Collect
Information You Provide Directly:
- Full name and spouse/partner name
- Email address(es)
- Phone number(s), including mobile phone numbers
- Physical mailing address
- Date of birth
- Social Security benefit information (provided during consultations)
- Financial account information (provided during consultations)
- Retirement planning goals and preferences
- Seminar evaluation form responses, including topic interests and appointment preferences
- Any information you provide through website contact forms, phone calls, text messages, or email correspondence
Information Collected Automatically:
- Website usage data (pages visited, time on site, referring URLs)
- Device and browser information
- IP address
- Cookies and similar tracking technologies
How We Use Your Information
- Schedule and manage financial planning appointments
- Provide complimentary Social Security analyses and financial plans
- Send appointment confirmations, reminders, and follow-up communications
- Send educational content about Social Security, retirement planning, and financial planning topics
- Communicate with you via email, phone, and SMS/text message (with your consent)
- Manage seminar registrations and follow-up
- Improve our website and services
- Comply with regulatory and legal obligations
SMS/Text Message Communications
By providing your mobile phone number and opting in to receive text messages from Confluence Capital Management, LLC, you consent to receive SMS/text messages from us. These messages may include: appointment confirmations and reminders, seminar registration confirmations and follow-up, retirement planning and Social Security educational content, and service notifications and updates.
Message frequency varies based on your engagement and scheduled appointments. Approximately 2-8 messages per month.
Message and data rates may apply. Your mobile carrier's standard messaging and data rates apply to any messages you send to us or that we send to you.
You may opt out at any time by replying STOP to any text message you receive from us. Upon receiving your STOP request, we will confirm your opt-out and you will no longer receive SMS messages from us. Please note that opting out of SMS does not affect other communication channels (email, phone).
For help or questions about our SMS program, reply HELP to any text message or contact us at (704) 621-6376 or contact@confluencecm.com. We do not share your phone number or SMS opt-in data with third parties for their marketing purposes.
How We Share Your Information
We do not sell your personal information. We may share your information with Altitude Capital Management, LLC (as our supervising Registered Investment Advisor, for regulatory compliance and oversight purposes), service providers who assist us in operating our business (including GoHighLevel, Calendly, Wealthbox, Hostinger, and Make.com), and regulatory authorities when required by law, including the SEC and state regulatory authorities. All service providers are contractually obligated to protect your information and use it only for the purposes for which it was shared.
Data Retention
We retain your personal information for as long as necessary to provide our services and comply with our legal and regulatory obligations. Under SEC Rule 204-2, certain communications and records, including text messages, are required to be retained for a minimum of five (5) years. Financial planning documents and client records are retained in accordance with applicable securities regulations.
You may request deletion of your personal information by contacting us. Please note that certain information may be retained as required by law or regulation even after your request.
Data Security
We implement reasonable administrative, technical, and physical safeguards to protect your personal information from unauthorized access, use, alteration, and destruction. However, no method of electronic transmission or storage is 100% secure, and we cannot guarantee absolute security.
Your Rights
You have the right to: access the personal information we hold about you, request correction of inaccurate information, request deletion of your information (subject to legal retention requirements), opt out of marketing communications at any time, and opt out of SMS/text messages by replying STOP.
Cookies
Our website uses cookies and similar technologies to improve your browsing experience and analyze website usage. You can control cookie settings through your browser preferences.
Children's Privacy
Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children.
Changes to This Policy
We may update this Privacy Policy from time to time. We will notify you of any material changes by posting the updated policy on our website with a revised "Last Updated" date.
Contact Us
If you have questions about this Privacy Policy or our data practices, please contact us:
Confluence Capital Management, LLC
Thomas Clark, Investment Advisor Representative
4301 Morris Park Drive, Suite 23
Mint Hill, NC 28227
Phone: (704) 621-6376
Email: contact@confluencecm.com
