Protecting your privacy is important to us. Our Privacy Policy – Terms of Use goal is to treat the personal information you furnish us with the utmost respect and in accordance with this Privacy Policy. We request that you carefully read this Privacy Policy and our Terms of Use before using the website. By visiting, viewing, or using the website in any manner, you agree to the terms set forth in this Privacy Policy, as well as the Terms of Use for the Website and Geneos Wealth Management Privacy policy.
Your Rights Under SIPC Protection | FINRA.org
Privacy Policy – ANONYMOUS BROWSING
You can visit us on the internet without telling us who you are or revealing any information about yourself, including your email address. In this case, our web servers collect the name of the domain you used to access the Internet (such as aol.com) and the website you came from and visit next. Our business partners and we use this information to measure the number of visits, average time spent, page views, and other statistics about visitors to our Website in general. We also use this data to monitor site performance and to make the site easier and more convenient to use.
Privacy Policy – PERSONAL INFORMATION COLLECTION
There are times when we may ask you for information about yourself to assist us in meeting your various needs, including:
- Providing you with products or services you have requested
- Servicing your account
- Improving our services
- Developing and/or informing you of additional products or services that may be of interest
In these cases, your browsing will no longer be anonymous to us. To provide these services, we may need to ask you directly to provide, among other things, your name, social security number, physical address, zip code, email address, and phone number.
Please note that we do not knowingly solicit information from children, and we do not knowingly market our products or services to children.
COOKIES
If you are browsing, a cookie is used to help us measure the number of visits, average time spent, page views, and other statistics relating to our website. This cookie, by itself, does not reveal to us your e-mail address or who you are. If you decide to register online with us, we may collect additional information to provide tailored offerings or content to you. In this case, we use cookies to recognize you on subsequent visits and make your online experience more convenient.
Cookies are small pieces of data stored by your internet browser on your computer’s hard drive. They cannot be used to collect data from your hard drive, obtain your e-mail address, or personal identifying information about you. You may set your browser to notify you when you receive a cookie or to prevent cookies from being sent. However, please note that by not accepting cookies, you will limit the functionality we can provide you when you visit our site.
SHARING INFORMATION AND CONSUMER CHOICE
When you provide information to us, we may share your information with our affiliated companies and third parties to fulfill your requests and offer you other services that may be of interest to you. It is not shared with any third party unless permitted by you or requested by law. We may also aggregate statistics that we gather about our customers, sales, traffic patterns, and services and provide these statistics to third parties; however, when we do, these statistics will not include any personal information that identifies individuals.
INFORMATION SECURITY AND PROTECTION
Our associate firms and we use encryption and authentication tools to protect your personal information. However, the information you provide us through our website is secure. We instruct our employees with access to your information to be used only in adherence with the principles set forth in this Privacy Policy and the laws applicable to each specific business. Employees who misuse customer information are subject to legal and disciplinary action.
Privacy Policy – EMAIL SUBSCRIPTION / MAILING LISTS POLICIES – CAN-SPAM Act
We are committed to keeping your email address confidential. We do not sell, rent, or lease our subscription lists to third parties and will not disclose your email address to any third parties except as allowed in the section titled Disclosure of Your Information.
We will maintain the information you send via email in accordance with applicable federal law.
In compliance with the CAN-SPAM Act, all emails sent from our organization will clearly state who the email is from and provide clear information on contacting the sender. Also, all email messages will also contain concise information on how to remove yourself from our mailing list so that you receive no further email communication from us.
Our emails allow users to opt-out of receiving communications from our partners and us by reading the unsubscribe instructions located at the bottom of any email they receive from us at any time.
Users who no longer wish to receive our newsletter or promotional materials may opt-out of receiving these communications by clicking on the unsubscribe link in the email.
Privacy Policy – EUROPEAN UNION VISITORS’ GDPR RIGHTS
If you are within the European Union, you are entitled to certain information and have certain rights under the General Data Protection Regulation (GDPR) RIGHTS. Those rights include:
We will retain any information you choose to provide to us until the earlier of (a) you asking us to delete the information, (b) our decision to cease using our existing data providers, or (c) the Company decides that the value in retaining the data is outweighed by the costs of retaining it.
- You have the right to request access to your data that the Company stores and the rights to either rectify or erase your personal data.
- You have the right to seek restrictions on the processing of your data.
- You have the right to object to the processing of your data and the right to your data’s portability.
To the extent that you provided consent to the Company’s processing of your personal data, you have the right to withdraw that consent at any time, without affecting the lawfulness of processing based upon consent that occurred prior to your withdrawal of consent.
Though we are a U.S. company, we will abide by your “GDPR RIGHTS,” please inform us of your personal needs.
You have the right to lodge a complaint with a supervisory authority that has jurisdiction over issues related to the General Data Protection Regulation.
We require only the information that is reasonably required to enter into a contract with you. We will not require you to provide consent for any unnecessary processing as a condition o
TO CONTACT US OR CORRECT YOUR INFORMATION
You may access the data collected by us about you by sending a request to the address listed below. If you believe that an error has been made in the accuracy of the data collected from you, we will correct such error upon adequate verification of the error and the identity of the person seeking the correction.
If you wish to access, remove, or correct any personally identifying data you have supplied to us or if you have any questions about this Privacy Policy, you may contact us by sending a letter via the U.S. Mail to:
Wind River Wealth Advisors
4915 S Algonquian Way,
Aurora, CO 80016
Please understand that in order to protect your privacy and security, we may also need to take reasonable steps to verify your identity before granting access or making corrections.
CHANGES TO THIS PRIVACY POLICY
We reserve the right to modify or supplement this Privacy Policy statement at any time. If we make any material changes, we will update our website to include such changes.
Disclaimer Investing involves risk, including the potential loss of principal. No Independent Financial Advisor or investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. The content on this site is provided for informational purposes and should not be construed as an offer of financial or investment advice or as a recommendation to buy or sell any security. Past performance does not guarantee future results.
