- Introduction
Presidio Financial Group Inc DBA Capital Partners Wealth Management (“we,” “our,” or “us”) is committed to protecting the privacy and confidentiality of personal information entrusted to us. As a Registered Investment Adviser (“RIA”), we adhere to the privacy standards established under federal and state securities laws.
This Privacy Policy describes how we collect, use, and safeguard personal information through our website and in connection with providing advisory services.
- Information We Collect
We may collect the following categories of information:
- Information You Provide
- Name
- Address
- Email address
- Telephone number
- Financial information
- Account information
- Other information submitted via website forms or client onboarding
- Information Collected Automatically
When you visit our website, we may collect:
- IP address
- Browser type
- Device information
- Pages visited
- Date and time of access
- Referral source
This information may be collected using cookies or similar technologies.
- How We Use Information
We use personal information to:
- Provide investment advisory services
- Respond to inquiries
- Open and service client accounts
- Comply with legal and regulatory obligations
- Improve website functionality and user experience
We do not sell your personal information.
- How We Share Information
We may share information only as permitted or required by law, including with:
- Custodians and broker-dealers
- Service providers (e.g., technology, compliance, CRM providers)
- Attorneys, accountants, and auditors
- Regulatory authorities
- As required by court order or legal process
All service providers are expected to maintain appropriate confidentiality and data security standards.
- Data Security
We maintain administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, use, or disclosure.
These safeguards include:
- Secure data transmission protocols
- Access controls
- Encrypted systems where appropriate
- Vendor due diligence
No system can guarantee absolute security.
- Cookies and Tracking Technologies
Our website may use cookies to:
- Improve functionality
- Analyze website traffic
- Enhance user experience
You may disable cookies in your browser settings; however, some site functionality may be affected.
- Third-Party Links
Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those sites.
- Children’s Privacy
Our website and services are not directed to individuals under age 13. We do not knowingly collect personal information from children.
- Your Rights
Depending on your state of residence, you may have rights regarding your personal information, including:
- Access
- Correction
- Deletion (subject to regulatory retention requirements)
Requests may be submitted to:
info@capitalpartnerswm.com
- Regulation S-P Notice (Client Privacy Notice)
Clients receive a separate privacy notice as required under federal securities regulations. That notice governs client account information and supplements this website policy.
- Updates to This Policy
We may update this Privacy Policy from time to time. The revised version will be posted with an updated effective date.
- Contact Information
If you have questions regarding this Privacy Policy, please contact:
Presidio Financial Group Inc DBA Capital Partners Wealth Management
3020 Issaquah Pine Lake Rd SE Sammamish, WA 98075 #215 Sammamish, WA 98075
425-484-8161
info@capitalpartnerswm.com
