Privacy Policy

Kuorum Partners Wealth (“KPW,” “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 or interact with our services.

1. Information We Collect

We may collect the following categories of personal information:

• Contact Information: name, email address, phone number, and mailing address.
• Financial Information: information you voluntarily provide through our calculators or inquiry forms, such as income, mortgage balance, or retirement savings estimates. We do not store calculator inputs beyond your browser session.
• Usage Data: IP address, browser type, pages visited, time spent on pages, and referring URLs, collected automatically via standard web analytics.
• Communications: any messages, questions, or information you submit through our contact form or by phone.

2. How We Use Your Information

We use the information we collect to:

• Respond to your inquiries and connect you with a licensed KPW advisor.
• Provide personalized insurance and financial planning guidance.
• Send you relevant information about our services (with your consent where required).
• Improve our website, tools, and user experience.
• Comply with applicable legal and regulatory obligations.

3. How We Share Your Information

We do not sell your personal information. We may share your information in the following limited circumstances:

• Service Providers: third-party vendors who assist us in operating our website or conducting our business (e.g., form processing, email delivery), subject to confidentiality agreements.
• Insurance Carriers: with your explicit consent, we may share your information with insurance carriers or financial institutions to obtain quotes or process applications on your behalf.
• Legal Requirements: when required by law, regulation, or legal process.
• Business Transfers: in connection with a merger, acquisition, or sale of assets, subject to standard confidentiality protections.

4. Cookies and Tracking Technologies

Our website may use cookies and similar tracking technologies to enhance your experience and gather usage analytics. You can control cookie settings through your browser preferences. Disabling cookies may affect certain features of the site.

5. Data Retention

We retain your personal information for as long as necessary to fulfill the purposes described in this policy, or as required by applicable law. Contact form submissions are retained for a reasonable period to facilitate follow-up and record-keeping.

6. Your Rights and Choices

Depending on your location, you may have the right to:

• Access the personal information we hold about you.
• Request correction of inaccurate information.
• Request deletion of your personal information, subject to legal retention requirements.
• Opt out of marketing communications at any time.

To exercise these rights, contact us at the information provided below.

7. Security

We implement reasonable administrative, technical, and physical safeguards to protect your personal information from unauthorized access, use, or disclosure. However, no method of transmission over the internet is 100% secure, and we cannot guarantee absolute security.

8. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices of those sites and encourage you to review their privacy policies independently.

9. Children’s Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from minors. If you believe we have inadvertently collected such information, please contact us immediately.

10. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of material changes by updating the “Last Updated” date at the top of this page. Your continued use of our website after changes are posted constitutes your acceptance of the revised policy.

11. Contact Us

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