Privacy Policy
Effective July 24, 2026. This page describes how this website handles the information visitors provide. It is not the full CreativeOne Wealth privacy notice; see Disclosures for the firm-level notice.
Information we collect
When you use this site we may collect: information you submit through contact forms (name, email, message), calendar-booking details you submit to our scheduling partner, and first-party analytics events (page views and button clicks) tied to an anonymous visitor identifier stored in your browser.
How we use it
We use submitted information to reply to your inquiry, schedule an initial call, and improve the site. Analytics events are used to understand which pages help visitors and where the site is confusing. We do not sell personal information or share it with advertisers.
Cookies and tracking
We use a first-party cookie/local-storage identifier to group your page views into a single visit. We do not use third-party advertising cookies. You can decline our analytics banner and clear the identifier at any time by clearing site data in your browser.
Third parties
Site infrastructure is hosted on Lovable Cloud (Supabase). Scheduling is handled by Calendly. Client portal access is provided by Charles Schwab. Each has its own privacy policy governing data you submit to it.
Your choices
You may email us to request access, correction, or deletion of information you have submitted. Residents of California and other states with applicable privacy laws have additional rights described in the CreativeOne Wealth privacy notice.
Contact
Questions about this policy? Contact us.