For website visitors:
Information We Collect
This Site only collects the Personal Information you voluntarily provide to us which may include:
- Full name
- Email address
- Phone number
- Preferred Method of Contact
- Financial interests
We may contact you using the Personal Information you provided to communicate with you and to send you information about our services.
We may record information relating to your use of the Site, such as the searches you undertake, the pages you view, your browser type, IP address, requested URL, referring URL, and timestamp information. We use this type of information to administer the Site and provide the highest possible level of service to you. We also use this information to perform statistical analyses of user behavior and characteristics in order to measure interest in and use of the various areas of the Site.
We may send cookies to your computer in order to uniquely identify your browser and improve the quality of our service. The term “cookies” refers to small pieces of information that a website sends to your computer’s hard drive while you are viewing the Site. We may use both session cookies (which expire once you close your browser) and persistent cookies (which stay on your computer until you delete them). You have the ability to accept or decline cookies using your web browser settings. If you choose to disable cookies, some areas of the Site may not work properly or at all.
How Your Information is Used
The information you provide is used to process transactions, send periodic emails and improve the service we provide. We do share your information with trusted third parties (such as our web & email marketing provider) who assist us in operating our website, conducting our business, and servicing clients and visitors. These trusted third parties agree to keep your information confidential. Your Personal Information will never be shared with unrelated third parties.
Third Party Links
We maintain security measures to protect your Personal Information from unauthorized access, misuse or disclosure. However, no exchange of data over the Internet can be guaranteed as 100% secure. While we make every effort to protect your Personal Information shared with us through our Site, you acknowledge that the Personal Information you voluntarily share with us through this Site could be accessed or tampered with by a third party. You agree that we are not responsible for any intercepted information shared through our Site without our knowledge or permission. Additionally, you release us from any and all claims arising out of or related to the use of such intercepted information in any unauthorized manner.
You should remember that when you use our Site to post comments and share other information, any information that you provide in an online public setting may not be secure and can be collected and used by others. As a result, you should exercise caution before you make such disclosures.
How to Update Your Information
If you opt-in to receive our email updates, the option to unsubscribe will be included in every email. You may also access and correct your Personal Information and privacy preferences by contacting us with your request at firstname.lastname@example.org.
Notification of Changes to this Policy
You acknowledge and agree that it is your responsibility to review this site and this Policy periodically and to be aware of any modifications. Updates to this Policy will be posted on this page.
For prospective and existing clients:
What is our commitment to you?
Capstone Wealth Partners, Ltd. (“CWP”) is committed to maintaining the trust and confidence of our clients. We want you to understand that we protect your privacy when we collect and use information from you, and the measures we take to safeguard that information. Keeping client (and prospective client) information secure and private is a top priority for us, and we thank you for the confidence you have placed in us. We look forward to working very hard to earning and maintaining your trust.
What type of confidential information do we collect about you?
In the course of providing service to you, we collect non-public confidential information about you from the following sources:
- Information for your Financial Plan and other standard forms (for example: name, address, social security number, assets, types and amounts of investments, insurance, dependents transactions, and income)
- Information about your investment account transactions from Broker/Dealers and Third Party Money Managers, and other companies that work closely with us to provide you with diverse financial products and services (for example: your account balances, types and amount of investments)
How do we protect the confidentiality and security of your information?
Keeping your information secure is one of our most important responsibilities. We restrict access to confidential information about you to only those employees who need to know that information in order to provide services to you. We maintain physical, electronic, and procedural safeguards that comply with standards (from the Division of Securities of the State of Ohio) to safeguard your confidential information.
Do we disclose your non-public personal information to non-affiliated third parties?
We do not sell, share, or disclose your confidential information to non-affiliated third party marketing companies. We may disclose confidential information about your circumstances, but only as permitted or required by law. These disclosures typically include information to process transactions on your behalf, to conduct our operations, to follow your instructions as you authorize, or to protect the security of our financial records.
What is our policy regarding former clients?
If you decide to close your account(s), terminate your planning services, or become an inactive client, we will adhere to the privacy policies and practices as described in this notice. We reserve the right to change this policy at any time, and changes will be made available here publicly.