Privacy policy

What we collect

When you submit the inquiry form we collect your name, email address, phone number, and the answers you give about your employer, retirement timeline, and approximate investable assets, along with anything you write in the message field.

We do not ask for and you should not send account numbers, Social Security numbers, or other sensitive identifiers through this website.

Why we collect it

To respond to your inquiry and to judge whether we are likely to be a good fit for each other. That is the whole purpose. We do not sell personal information, and we do not share it with third parties for their own marketing.

Who sees it

Submissions are sent to the Papa Wealth Management team and recorded in our client relationship management system. Service providers who process data on our behalf are bound to use it only for that purpose.

Cookies and analytics

We use a minimal set of cookies necessary for the site to work, and privacy-respecting analytics to understand which pages are useful. We do not use advertising cookies or cross-site tracking.

Your privacy choices

Depending on where you live, you may have the right to request a copy of the personal information we hold about you, ask us to correct or delete it, or opt out of certain uses. To make a request, email info@papawealthmgt.com or call (719) 228-3630. We will not discriminate against you for exercising a privacy right.

As a financial institution we are also subject to Regulation S-P and provide a separate privacy notice to clients describing how we handle non-public personal information. That notice governs the client relationship; this policy covers the website.

Contact

Papa Wealth Management, LLC
101 North Cascade Avenue, Suite 320
Colorado Springs, CO 80903