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Privacy Policy

Last updated: July 2025

Introduction

At Dovetail Wealth Partners ("we," "our," or "us"), we respect your privacy and are committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or use our services.

Information We Collect

Personal Information

We may collect personal information that you voluntarily provide to us when you:

  • Fill out forms on our website
  • Schedule consultations
  • Subscribe to our newsletter
  • Contact us via email or phone
  • Become a client

This information may include:

  • Name and contact information
  • Financial information and history
  • Investment objectives and risk tolerance
  • Social Security number and other identification
  • Employment information

How We Use Your Information

We use the information we collect to:

  • Provide, maintain, and improve our services
  • Process your transactions and manage your account
  • Communicate with you about our services
  • Comply with legal and regulatory requirements
  • Protect against fraud and unauthorized transactions

Information Sharing and Disclosure

We do not sell, trade, or rent your personal information to third parties. We may share your information with:

  • Service providers who assist in our operations
  • Legal and regulatory authorities when required
  • Business partners with your consent
  • Successor entities in the event of a business transaction

Security Measures

We implement appropriate technical and organizational security measures to protect your information against unauthorized access, alteration, disclosure, or destruction.

Your Rights

You have the right to:

  • Access your personal information
  • Correct inaccurate information
  • Request deletion of your information
  • Opt-out of marketing communications
  • Withdraw consent where applicable

Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page and updating the "Last updated" date.

Contact Us

If you have any questions about this Privacy Policy, please contact us at:

Dovetail Wealth Partners
1363 Shermer Road, Suite 330
Northbrook, IL 60062
Phone: (262) 729-3103
Email: support@dovetailwp.com

© 2024 Dovetail Wealth Partners. All rights reserved.

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