Privacy Policy

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.

Our Services are Provided through 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.

  1. 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.
  2. You have the right to seek restrictions on the processing of your data.
  3. 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.

Terms of Use

Our investment services are offered through Geneos Wealth Management, a Member FINRA/SIPC

 

Wind River Wealth Advisors Terms of Use are for the following services, Securities, and investment services are offered through Geneos Wealth Management, a Member FINRA/SIPC.  Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.  Investments involve risk and, unless otherwise stated, are not guaranteed.  Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.  Insurance and annuities may be offered by those advisors also holding insurance licenses.

Reasons to Trust Wind River Wealth Advisers PRIVACY POLICY and Terms of Use
Wendy Nelson, CEO President and Founder of Wind River Wealth Advisors, is committed to our clients’ success. We do this by ensuring they are working with a fiduciary Independent Financial Advisor who puts your interest first

Terms of Use - Risk Disclosure

Different types of investments involve varying degrees of risk.  Therefore, it should not be assumed that future performance of any specific investment or investment strategy will be profitable.

Asset allocation may be used in an effort to manage risk and enhance returns.  It does not, however, guarantee a profit or protect against loss.  Performance of the asset allocation strategies depends on the underlying investments.

Neither Wind River Wealth Advisors nor Geneos Wealth Management, Inc. provide tax or legal services.  Individuals should seek advice from their own tax or legal counsel.

Terms of Use - Use Of the Website

This website is intended to provide general information about Wind River Wealth Advisors and its services.  It is not intended to offer or deliver investment advice in any way.  Information regarding investment services is provided solely to gain an understanding of our investment philosophy, our strategies, and to be able to contact us for further information.  Market data, articles, and other content on this website are based on generally-available information and are believed to be reliable.  Wind River Wealth Advisors does not guarantee the accuracy of the information contained on this website.  The information is of a general nature and should not be construed as investment advice.

Links to third-party websites are provided as a convenience.  Wind River Wealth Advisors does not endorse or support the content of third-party sites.  By clicking on a third-party link, you will leave this website and connect to the new website where privacy and security policies may differ from those practiced by Wind River

Investment Risk Disclosure

Investing involves risk, including the potential loss of principal

 

Securities and investment services offered through Geneos Wealth Management. Member FINRA/SIPC   Your Rights Under SIPC Protection | FINRA.org 

 

 

Different types of investments involve varying degrees of risk.  Therefore, it should not be assumed that future performance of any specific investment or investment strategy will be profitable.

Asset allocation may be used in an effort to manage risk and enhance returns. It does not, however, guarantee a profit or protect against loss.  Performance of the asset allocation strategies depends on the underlying investments.

This website is intended to provide general information about Wind River Wealth Advisors and its services. It is not intended to offer or deliver investment advice in any way.  Information regarding investment services is provided solely to gain an understanding of our investment philosophy, our strategies, and to be able to contact us for further information.  Market data, articles, and other content on this website are based on generally-available information and are believed to be reliable.  Wind River Wealth Advisors does not guarantee the accuracy of the information contained on this website.  The information is of a general nature and should not be construed as investment advice.

Neither Wind River Wealth Advisors nor Geneos Wealth Management, Inc. provide tax or legal services.  Individuals should seek advice from their own tax or legal counsel.

Links to third-party websites are provided as a convenience.  Wind River Wealth Advisors does not endorse or support the content of third-party sites.  By clicking on a third-party link, you will leave this website and connect to the new website where privacy and security policies may differ from those practiced by Wind River.

Contact Wind River Wealth Advisors about our Privacy Policy – Terms of Use

Contact Our offices In Colorado or Wyoming

 

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wind river wealth advisors, Wendy Nelson, services include financial planning, investment management, wealth management, retirement planning, financial planning, asset management, portfolio management, as judiciary financial advisor in CO and WY we put your needs first

 

PERSONALIZATION - Our professional dynamic approach is Knowledgeable, Comprehensive, Complete, and Innovatively Built Just for you.

wind river wealth advisors, Wendy Nelson, services include financial planning, investment management, wealth management, retirement planning, financial planning, asset management, portfolio management, as judiciary financial advisor in CO and WY we put your needs first

 

EXCELLENCE - A distinctive Personal approach, backed by our Knowledgeable qualifications create Beneficial Investment Strategies for Your Success

wind river wealth advisors, Wendy Nelson, services include financial planning, investment management, wealth management, retirement planning, financial planning, asset management, portfolio management, as judiciary financial advisor in CO and WY we put your needs first

 

RETIREMENT - We weave Expert retirement consulting directly into our Retirement Planning and Investment Management for Retirement

 

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Wind River Wealth Advisors is an Independent Financial Advisory Firm in Colorado, and Wyoming that provides comprehensive wealth management to meet your dreams.  Our mission is to provide efficient investment strategies for individuals to help them grow and protect their money with confidence and planning.

As fiduciaries Wind River Wealth Advisors are legally obligated to give you advice that's in your best interest.