Privacy Policy

Effective Date: November 21, 2025
Last Updated: November 21, 2025

Your privacy is important to us. This Privacy Policy explains how Capital Partners Wealth Management (“we,” “our,” or “us”) collects, uses, shares, and protects your personal information when you visit https://capitalpartnerswm.com (“Website”) or interact with us through our online forms, emails, or text messaging programs.

By using this Website or submitting your information, you agree to the terms of this Privacy Policy.

1. Information We Collect

a. Information You Provide to Us
We may collect personal information that you voluntarily provide, such as:

  • Name, email address, phone number, or other contact details submitted through online forms.

  • Information provided when you sign up for newsletters, text message updates, or appointment reminders.

  • Financial or demographic details when provided for consultations or client services.

b. Information Collected Automatically
When you visit our Website, we may automatically collect:

  • IP address, browser type, and device information.

  • Pages visited, time spent, and referral/exit URLs.

  • Cookies and similar tracking technologies to improve site performance and user experience.

2. How We Use Your Information

We may use your information to:

  • Respond to your inquiries and provide requested financial services.

  • Send newsletters, educational resources, or marketing updates (if you’ve opted in).

  • Provide appointment reminders or service notifications.

  • Improve our website, communications, and overall client experience.

  • Comply with legal or regulatory requirements.

3. SMS/Text Messaging Terms

If you opt in to receive text messages, the following terms apply:

Marketing/Promotional Messages
By submitting your phone number, you consent to receive Marketing/Promotional text messages from Capital Partners Wealth Management (e.g., updates, offers, events, or financial tips). Consent is not a condition of service. Reply HELP for help or STOP to opt out. Msg & data rates may apply. Message frequency varies.

Conversational/Informational Messages
By submitting your phone number, you consent to receive Conversational/Informational text messages (e.g., appointment reminders, paperwork updates, or advisor communication). Consent is not a condition of service. Reply HELP for help or STOP to opt out. Msg & data rates may apply. Message frequency varies.

You may opt out at any time by replying “STOP.” After doing so, you will receive one final confirmation message.

4. Cookies and Tracking Technologies

We may use cookies, analytics tools, and similar technologies to:

  • Enhance your website experience.

  • Monitor traffic and engagement trends.

  • Improve our website functionality and performance.

You can disable cookies in your browser settings, but some site features may not function properly.

5. How We Share Your Information

We do not sell your personal information.
We may share limited information only in the following situations:

  • With trusted service providers who assist with website hosting, communications, or marketing platforms (e.g., email and SMS systems).

  • When required by law or to protect our rights, safety, or property.

  • With your consent or as directed by you.

All third-party providers must maintain confidentiality and use your data only for legitimate business purposes.

6. Data Security

We use reasonable administrative, technical, and physical safeguards to protect your information. However, no online platform is completely secure, and we cannot guarantee absolute security.

7. Your Privacy Rights

If you are a California resident, you have specific rights under the California Consumer Privacy Act (CCPA), including the right to:

  • Request details about what personal information we collect.

  • Request deletion of your personal information (subject to legal exceptions).

  • Opt out of any data sharing (we do not sell personal data).

  • Exercise your rights without discrimination.

To exercise these rights, please contact us using the information below.

8. Email Communications

If you subscribe to our email newsletter, you may receive financial updates or marketing content. You may unsubscribe at any time by clicking “Unsubscribe” in any email or by contacting us directly.

9. Links to Other Websites

Our website may contain links to third-party sites. We are not responsible for their privacy practices or content. Please review those sites’ policies before sharing personal information.

10. Children’s Privacy

Our services are intended for adults. We do not knowingly collect information from individuals under 13 years of age. If such data is discovered, it will be deleted promptly.

11. Updates to This Policy

We may update this Privacy Policy from time to time. The revised version will include an updated “Effective Date.” We encourage you to check this page periodically for changes.

12. Contact Us

If you have questions about this Privacy Policy or your personal information, please contact us:

Capital Partners Wealth Management
📧 Email: chris@capitalpartnerswm.com
🌐 Website: https://capitalpartnerswm.com
📍 Address: 605 E Sunset Way Issaquah WA 98027