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