Privacy Policy
Our Commitment to Your Privacy
At Tangent Wealth, we take your privacy seriously. This Privacy Policy explains how we collect, use, protect, and handle your personal information when you use our website and services. We are committed to maintaining the trust and confidence of our visitors and clients.
Last updated: November 2025
Information We Collect
We collect information in the following ways:
Information You Provide Directly
When you use our contact forms or engage with our services, you may provide:
- • Name and contact information (email, phone number)
- • Financial information relevant to the services requested
- • Communication preferences and inquiry details
- • Any other information you choose to share with us
Information Collected Automatically
When you visit our website, we may automatically collect:
- • Browser type, operating system, and device information
- • IP address and general location data
- • Pages visited, time spent on pages, and navigation patterns
- • Referral sources and exit pages
Cookies and Similar Technologies
We use cookies and similar tracking technologies to enhance your experience and analyze website usage. For detailed information about our cookie practices, please see our Cookie Policy.
How We Use Your Information
We use the information we collect for the following purposes:
Service Delivery
- • To provide financial analysis and documentation services
- • To respond to your inquiries and communicate with you
- • To schedule consultations and manage client relationships
- • To deliver requested information and materials
Website Improvement
- • To analyze how visitors use our website
- • To improve website functionality and user experience
- • To develop new features and services
- • To troubleshoot technical issues
Legal and Security
- • To comply with legal obligations and regulatory requirements
- • To protect against fraud and security threats
- • To enforce our terms of service and other agreements
- • To protect the rights and safety of our users and others
Information Sharing and Disclosure
We do not sell your personal information. We may share your information in the following limited circumstances:
Service Providers
We may share information with trusted third-party service providers who assist us in operating our website, conducting our business, or servicing you. These parties are required to keep your information confidential and use it only for the purposes we specify.
Legal Requirements
We may disclose your information when required by law, legal process, or to protect the rights, property, or safety of Tangent Wealth, our users, or others.
Business Transfers
In the event of a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction. We will notify you of any such change in ownership or control.
Data Protection Measures
We implement appropriate technical and organizational measures to protect your personal information:
- Encryption: We use industry-standard encryption for data transmission and storage.
- Access Controls: Access to personal information is restricted to authorized personnel only.
- Regular Monitoring: We monitor our systems for potential vulnerabilities and security threats.
- Data Retention: We retain personal information only as long as necessary for the purposes outlined in this policy or as required by law.
- Breach Notification: In the event of a data breach, we will notify affected individuals in accordance with applicable laws.
Your Rights and Choices
You have certain rights regarding your personal information:
- Right to Access: You can request access to the personal information we hold about you.
- Right to Rectification: You can request correction of inaccurate or incomplete information.
- Right to Erasure: You can request deletion of your personal information, subject to certain legal limitations.
- Right to Data Portability: You can request your data in a portable format where technically feasible.
- Right to Object: You can object to certain types of processing, including marketing communications.
- Right to Withdraw Consent: Where we rely on consent, you can withdraw it at any time.
To exercise any of these rights, please contact us using the information provided on our Contact page.
Your Rights and Opt-Out Instructions
You are not required to provide any personal information when using this website. If you prefer not to share your data, you may:
- • Avoid filling out contact forms, account registrations, or any data-submitting features
- • Disable cookies through your browser settings (see our Cookie Policy for more details)
- • Contact us directly to request the deletion of any previously shared personal data
We respect your privacy choices. If you would like us to delete your data, please reach out to us through the contact details provided on our Contact page. We will process your request promptly.
Children's Privacy
Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If we become aware that we have collected information from a child, we will take steps to delete such information promptly.
Changes to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our practices or for legal, operational, or regulatory reasons. We will notify you of any material changes by posting the updated policy on this page with a new effective date. We encourage you to review this policy periodically.
Contact Information
If you have questions or concerns about this Privacy Policy or our data practices, please contact us:
Visit our Contact page or reach out using the contact information provided in the footer of this website.