At Golden Tree Wealth Partners, we believe in the power of numbers and the trust they build. This Privacy Policy explains how we collect, use, protect, and share your personal information when you engage with our financial guidance and wealth management services (“Services”).
When you use our Services, we may collect personal information, including but not limited to:
Contact Details – Name, email address, phone number, and mailing address. Financial Information – Payment details, account information, and other relevant financial data. Service Interactions – Information shared during consultations, through our website, or in any communications with us.
We use the information we collect to:
Provide personalized financial strategies and solutions.Process transactions securely and efficiently.Communicate with you about our Services, including updates and tailored insights.Enhance your experience by delivering customized recommendations.Comply with legal and regulatory obligations.
Your trust is our foundation. We may share your information only in the following cases:
Service Providers – Third-party partners who assist us in delivering our Services (e.g., payment processors).Business Affiliates – With your consent, for joint financial opportunities or marketing efforts. Legal Requirements – When required by law, regulatory authorities, or to protect our rights.
We implement robust security measures to safeguard your personal information against unauthorized access, disclosure, or misuse. However, while we prioritize data protection, no digital system can be entirely infallible.
You have the right to:
Access and update your personal information.Request the deletion of your personal data.Opt out of promotional communications.Object to certain data processing activities.
Our website may use cookies and similar technologies to improve your experience and analyze traffic. You can manage your cookie preferences through your browser settings.
We may update this Privacy Policy as needed to reflect changes in regulations or business practices. Any updates will be posted on this page.
For any questions or concerns about your privacy, please reach out to us at:
847-409-0326
At Golden Tree Wealth Partners, we turn numbers into narratives—safeguarding your information is just one of the ways we build lasting financial success together.