Last Updated: January 1st, 2026
Effective Date: January 1st, 2026
Synergy Private LLC (“Synergy Private,” “we,” “us,” or “our”) values your privacy. This Privacy Policy explains how we collect, use, disclose, and protect information when you visit our website, interact with our forms, use our services, or participate in programs including **Access by Synergy** (collectively, the “Services”).
If you do not agree with this Privacy Policy, please do not use the Services.
—
Synergy Private LLC
Corporate Mailing Address: 17595 Harvard Ave, Suite C-890, Irvine, CA 92614
Email: [email protected]
—
We may collect the following categories of information, depending on how you interact with us:
A. Information You Provide Directly
Contact information: name, email address, phone number, company name, state of residence, and similar details.
Inquiry and form content: messages you submit, answers to qualification questions, and related information.
Program and membership information: information you provide to join or participate in Access by Synergy (including application or qualification details).
Documents and e-signatures: if you use electronic signature tools (e.g., DocuSign) or upload documents through platforms we use.
Client service information: information you provide in the course of receiving advisory coordination or business/financial guidance services.
B) Payment and Transaction Information
If you purchase a membership or make payments, transactions are typically processed through a third-party payment processor (e.g., **Stripe**). We may receive **limited payment-related data** such as billing contact details, transaction identifiers, subscription status, and payment confirmation. We do **not** intend to store full credit card numbers on our systems.
C) Information Collected Automatically (Website / Analytics)
When you visit our website, we and our service providers may automatically collect:
– **Device and usage data:** IP address, browser type, pages visited, time spent, referring URLs, and interactions.
-Cookies and similar technologies: used for site functionality and analytics.
We use Google Analytics 4 (GA4) to understand website traffic and usage patterns.
—
We may use information to:
– Provide, operate, and improve the Services
– Respond to inquiries and communicate with you
– Process applications, onboarding, payments, and membership access
– Deliver program experiences (including Access by Synergy)
– Maintain security, prevent fraud, and protect our rights
– Comply with legal obligations
– Conduct analytics and measure website performance
– Send **service-related communications** (transactional messages, confirmations, policy updates)
– Send **marketing communications** (email and SMS) **only when permitted by law and/or with your consent**
—
### A) Email
If you provide your email address, we may send:
– **Transactional/service emails** (e.g., confirmations, account notices)
– **Marketing emails** (only where permitted and/or with your consent)
**Unsubscribe:** Marketing emails will include an unsubscribe mechanism. You may also contact us to opt out.
### B) SMS/Text Messaging
If you provide a phone number and consent to receive texts:
– We may send **transactional** and/or **marketing** SMS messages.
– Message frequency may vary.
– Message and data rates may apply (based on your carrier plan).
**Opt-out:** Reply **STOP** to unsubscribe from marketing texts at any time (where applicable).
**Help:** Reply **HELP** for help (where applicable).
C) SMS/MMS Privacy Notice (Mobile Information)
—
We use cookies and similar technologies to:
– Keep the website functioning
– Understand how visitors use the website
– Improve content and user experience
**Google Analytics 4 (GA4)** may collect information such as device identifiers, browsing actions, and interactions. Google may process data in accordance with its own privacy practices.
You can:
– Adjust your browser settings to limit cookies
– Use available Google controls and tools to manage analytics preferences (as provided by Google)
—
We may share information in the following circumstances:
### A) Service Providers
We may share information with vendors that help us operate the Services, such as:
– **GoHighLevel** (CRM, forms, automation, communications)
– **Canopy** (client workflow/document management, as applicable)
– **DocuSign** (electronic signatures)
– **Stripe** (payments/subscriptions)
– **Google Analytics** (website analytics)
– Hosting, IT, security, and customer support vendors
These service providers are authorized to use information only as needed to provide services to us.
### B) Legal and Safety
We may disclose information if required to do so by law, regulation, subpoena, court order, or to protect rights, safety, and security.
### C) Business Transfers
If we are involved in a merger, acquisition, financing, reorganization, or sale of assets, information may be transferred as part of that transaction.
—
We use reasonable administrative, technical, and physical safeguards designed to protect information. No method of transmission or storage is 100% secure, and we cannot guarantee absolute security.
—
We retain information for as long as reasonably necessary to:
– Provide the Services
– Maintain business records
– Comply with legal obligations
– Resolve disputes and enforce agreements
Retention periods may vary based on the type of data and our obligations.
—
### A) Marketing Preferences
You can opt out of marketing emails and marketing SMS messages at any time using unsubscribe tools or by contacting us.
### B) Access, Correction, Deletion
You may request access to, correction of, or deletion of certain personal information by contacting us at **[email protected]**.
—
If you are a California resident, you may have rights regarding your personal information, including:
– Right to know what personal information we collect, use, disclose
– Right to delete certain personal information
– Right to correct inaccurate personal information
– Right to opt out of “sale” or “sharing” (as defined by California law), if applicable
– Right to not be discriminated against for exercising privacy rights
**We do not intend to sell your personal information.**
If we engage in activities that may be considered “sharing” (e.g., certain analytics or advertising), we will provide appropriate opt-out mechanisms.
To submit a request, email **[email protected]** with “California Privacy Request” in the subject line.
—
The Services are not intended for children under 18. We do not knowingly collect personal information from children under 18.
—
The website may contain links to third-party websites or services. We are not responsible for their privacy practices. Please review their policies.
—
We may update this Privacy Policy from time to time. The “Last Updated” date will reflect the most recent changes. Your continued use of the Services after updates means you accept the updated policy.
—
Email Consent
> By providing my email address, I agree to receive emails from Synergy Private LLC. I can unsubscribe at any time.
SMS Consent
> By providing my phone number and checking this box, I agree to receive text messages (including marketing) from Synergy Private LLC. Message frequency varies. Message and data rates may apply. Reply STOP to unsubscribe, HELP for help. I agree to the Privacy Policy and Terms of Service.
