Privacy Policy

Schwab Strategy Group LLC ("Schwab Strategy Group," "we," "our," or "us") respects your privacy and is committed to protecting the personal information you provide to us.

Information We Collect

We may collect personal information that you voluntarily provide, including:

  • Name
  • Email address
  • Phone number
  • Company name
  • Job title
  • Any information submitted through contact forms, LinkedIn Lead Gen Forms, email communications, or other interactions with us
  • We may also collect certain technical information through our website, including IP address, browser type, device information, and website usage data.

How We Use Your Information

We may use your information to:

  • Respond to inquiries and requests
  • Provide information about our services
  • Schedule consultations and meetings
  • Deliver marketing communications
  • Improve our website and services
  • Comply with legal obligations

Sharing of Information

We do not sell, rent, or trade your personal information. We may share information with trusted service providers who assist us in operating our business, provided they maintain appropriate confidentiality and security measures. We may also disclose information when required by law or to protect our legal rights.

Marketing Communications

If you provide your contact information, we may send you information regarding Schwab Strategy Group services, updates, and relevant business insights. You may opt out of marketing communications at any time by contacting us or using the unsubscribe option included in our communications.

Data Security

We take reasonable administrative, technical, and physical measures to protect personal information from unauthorized access, use, or disclosure. However, no method of transmission or storage is completely secure, and we cannot guarantee absolute security.

Third-Party Websites

Our website and communications may contain links to third-party websites. We are not responsible for the privacy practices or content of those websites.

Your Rights

You may request access to, correction of, or deletion of your personal information by contacting us using the information below.

Contact Information

If you have questions about this Privacy Policy or our data practices, please contact:


Schwab Strategy Group LLC
Jeff Schwab, CEO
Email: jeff@schwabstrategygroup.com
Website: www.SchwabStrategyGroup.com

Updates to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date.