Last Updated: August 2024

1. Introduction

Generosity Wealth Management (“Company,” “we,” “us,” or “our”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website [www.generositywealth.com] (the “Site”), and interact with our services. Please read this Privacy Policy carefully. If you do not agree with the terms of this Privacy Policy, please do not access the Site.

2. Information We Collect

We may collect personal information that you voluntarily provide to us when you express interest in obtaining information about us or our services when you participate in activities on the Site, or otherwise contact us. The personal information we collect may include:

• Contact Information: Name, email address, phone number, and mailing address.
• Financial Information: Financial details, investment preferences, and other relevant financial data.
• Client Profile Information: Details about your financial goals, risk tolerance, and investment strategy.

3. How We Use Your Information

We may use the information we collect from you in the following ways:

• To Provide Services: To develop, manage, and protect your financial plan, and provide you with personalized financial advice and investment strategies.
• To Improve Our Services: To better understand how our clients use our services, allowing us to improve and optimize our offerings.
• To Communicate with You: To respond to your inquiries, provide customer service, and send you updates regarding your financial plan or our services.
• To Comply with Legal Obligations: To meet regulatory requirements, and comply with applicable laws and regulations.

4. Sharing Your Information

We do not share your personal data, including phone numbers, with third parties, affiliates, or partners, except as necessary to comply with legal obligations or to protect our rights, property, or safety, and that of our clients or others. Specifically, we will not share your phone number or any related consent with any third parties for marketing purposes or other uses outside of providing the services you have explicitly requested.

5. Data Security

We use administrative, technical, and physical security measures to help protect your personal information. While we have taken reasonable steps to secure the personal information you provide to us, please be aware that no security measures are perfect or impenetrable, and no method of data transmission can be guaranteed against interception or misuse.

6. Your Privacy Rights

You have the following rights regarding your personal information:

• Access: You can request a copy of the personal information we hold about you.
• Correction: You can request that we correct any inaccuracies in your personal information.
• Deletion: You can request that we delete your personal information, subject to legal and regulatory obligations.
• Opt-Out: You may opt out of receiving promotional communications from us at any time.

To exercise these rights, please contact us at [contact email or phone number].

7. Cookies and Tracking Technologies

We may use cookies and other tracking technologies to collect information about your interactions with the Site. This information may be used to improve the functionality of the Site and to provide you with a better user experience. You can control the use of cookies at the individual browser level, but if you choose to disable cookies, it may affect your experience on the Site.

8. Third-Party Websites

The Site may contain links to third-party websites that are not operated by us. We are not responsible for the privacy practices or the content of such websites. We encourage you to review the privacy policies of any third-party websites you visit.

9. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on the Site and updating the “Last Updated” date at the top of this page. Your continued use of the Site following the posting of changes constitutes your acceptance of such changes.

10. Contact Us

If you have any questions about this Privacy Policy or our practices regarding your information, please contact us at:

Generosity Wealth Management
885 Arapahoe Road
Boulder, CO 80302
303-747-6455
mike@genersitywealth.com