Privacy Policy

Peak Wealth Planning, LLC, is committed to protecting your personal data and respecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website.

 

INFORMATION YOU PROVIDE TO US

We collect personal information only when you choose to provide it. For example, when you submit our contact form, sign up for our newsletter, download a guide, or schedule a call. Depending on the form, this may include your name, email address, and any information you include in a message to us. 

​
 

INFORMATION COLLECTED AUTOMATICALLY

Like most websites, we use analytics tools –– including Google Analytics via Google Tag Manager, and Meta pixel –– that collect standard usage information through cookies, such as pages visited, time spent on pages, browser type, and general (city-level) location. This information is aggregated and used to understand how visitors use our site. It is not used to personally identify you. You can limit or block cookies through your browser settings or by rejecting non-essential cookies when you visit our site.

​

​

PURPOSE OF COLLECTION

We use the information we collect to:

• Respond to your inquiries and communicate with you,

• Send you newsletters and email you have signed up for,

• Create and maintain internal records of meetings and communications, 

• Improve our website and services.

​

​

DATA STORAGE AND RETENTION

Your personal data is stored securely and retained only as long as necessary to fulfill the purposes for which it was collected, or as required by law. We may retain limited records of inquiries, consultations, meetings, and communications as necessary for business and regulatory purposes.

​

​

DATA SHARING

We share your information with service providers as needed to operate Peak Wealth Planning, LLC and this website, or when required by law. We do not sell personal information.

​

​

DATA SECURITY

We implement security measures designed to protect your data from unauthorized access and misuse.

​​

​

YOUR RIGHTS

You have the right to access your data, correct inaccuracies, request deletion, and restrict the processing of your personal data. To exercise these rights, please email us at info@peakwealthplanning.com. We will respond within 30 days. In some cases, we may be required by law or regulation to retain certain records.

​

​

CHANGES TO THIS PRIVACY POLICY

We may update this policy occasionally. When we do, we will revise the “Last updated” date at the top of this page.