Privacy Policy

Irwin Wealth Privacy Policy

Effective Date: October 26, 2023

This Privacy Policy describes how Irwin Wealth collects, uses, and protects the personal information of its clients and visitors to our website.

1. Information We Collect

We may collect personal information, such as name, address, contact information, financial information, and investment preferences, from you when you interact with us, including through our website, by phone, or in person.

2. How We Use Your Information

We use your information to provide you with our services, communicate with you about your account, and personalize your experience. We may also use your information for internal analysis, marketing, and research purposes.

3. Information Sharing

We may share your information with trusted third-party service providers who assist us in providing our services, such as investment platforms and custodians. We will only share information with these parties as necessary to fulfill our obligations to you.

4. Security

We implement reasonable security measures to protect your personal information from unauthorized access, use, or disclosure. However, no security system is impenetrable.

5. Your Rights

You have the right to access, correct, and delete your personal information. Please contact us if you wish to exercise these rights.

6. Children’s Privacy

Our services are not directed to children. We do not knowingly collect personal information from children.

7. Contact Us

If you have any questions or concerns regarding this Privacy Policy, please contact us at [email protected] or [phone number].