Tactical Wealth Partners, LLC (“Tactical Wealth Partners,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information you provide when visiting our website.
This Privacy Policy describes the types of information we may collect through this website, how we may use and share that information, and the choices available to you.
This website Privacy Policy applies to information collected through our public website. It does not replace any separate privacy notice provided to clients of Tactical Wealth Partners in connection with an investment advisory relationship.
We may collect personal information that you voluntarily provide when you:
The information collected may include your:
Please do not submit Social Security numbers, account numbers, passwords, tax documents, or other sensitive financial information through public website forms or unsecured email.
When you visit the website, certain information may be collected automatically through cookies, analytics tools, web-server logs, pixels, and similar technologies. This information may include:
This information is generally used to operate, secure, maintain, and improve the website and to understand how visitors interact with its content.
We and our service providers may use cookies and similar technologies to:
You may be able to block or delete cookies through your browser settings. Disabling cookies may affect the availability or performance of certain website features.
Where the website provides a cookie-preference tool, you may also use that tool to manage available choices.
We may use information collected through the website to:
Submission of information through the website does not establish an investment advisory relationship. An advisory relationship is established only through a written agreement between the client and Tactical Wealth Partners.
We do not sell personal information collected through this website.
We may share information with service providers that assist us in operating our business and website, such as providers of:
These providers may receive information only as reasonably necessary to perform services on our behalf and are expected to handle that information appropriately.
We may also disclose information:
When you provide your email address, you may receive communications from Tactical Wealth Partners relating to requested resources, financial education, firm updates, or advisory services.
You may unsubscribe from marketing emails by using the unsubscribe link included in those messages. Even after unsubscribing from marketing communications, we may retain information as required for compliance, recordkeeping, security, or other lawful business purposes.
We maintain administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, misuse, alteration, or disclosure.
However, no website, internet transmission, email system, or electronic storage method can be guaranteed to be completely secure. You should use caution when transmitting sensitive information electronically.
Investment advisers’ privacy obligations extend beyond a public website policy. Applicable privacy rules also contemplate written safeguards for customer records and information and privacy notices describing information-sharing practices.
We may retain personal information for as long as reasonably necessary to:
Retention periods may vary depending on the nature of the information and the reason it was collected.
This website is intended for adults and is not directed to children under the age of 18. We do not knowingly collect personal information from children through this website.
A parent or guardian who believes that a child has submitted personal information to us may contact us using the information below.
This website may contain links to websites, applications, or services operated by third parties. Tactical Wealth Partners does not control and is not responsible for the privacy, security, content, or practices of those third parties.
You should review the privacy policies of any third-party websites or services you use.
Depending on how you interact with the website, you may:
Certain information may need to be retained to satisfy regulatory, legal, security, or recordkeeping obligations.
We may update this Privacy Policy periodically to reflect changes in our website, technology, service providers, business practices, or legal and regulatory requirements.
The effective date shown at the top indicates when the Privacy Policy was last updated. The current version will be posted on this website.
Questions regarding this Privacy Policy may be directed to:
Tactical Wealth Partners, LLC
Zionsville, Indiana
Email: terry@tacticalwealthpartners.com
Investment advisory services are offered through Tactical Wealth Partners, LLC, an Indiana-registered investment adviser.