Legal

Privacy Policy

Our Commitment

CG Capital Wealth, LLC (“CG Capital Wealth,” “we,” or “us”) respects your privacy and is committed to protecting the personal and financial information you share with us. This notice describes how we collect, use, and safeguard that information.

Information We Collect

We may collect nonpublic personal information about you in order to provide services and communicate with you, including:

• Information you provide directly — such as your name, email address, telephone number, and any details you include in a message or inquiry;
• Information necessary to provide advisory services, such as financial circumstances, goals, and account information, where you become a client;
• Basic technical information automatically collected when you visit this website (such as general usage data), where applicable.

How We Use Information

We use the information we collect to respond to your inquiries, provide and administer advisory services, comply with legal and regulatory obligations, and improve our communications. We do not use your information for purposes unrelated to those described here without your consent.

How We Share Information

We do not sell your personal information. We may share information only as necessary to service your relationship with us — for example, with service providers who assist in operating our business (such as custodians or technology providers), or as required by law, regulation, or legal process. Any such parties are expected to maintain the confidentiality of your information.

How We Protect Information

We maintain physical, electronic, and procedural safeguards designed to protect your nonpublic personal information. Access is restricted to those who need it to provide services to you or to fulfill our legal and regulatory obligations.

Former Clients

If you cease to be a client, we will continue to adhere to the privacy practices described in this notice with respect to the information we retain.

Changes to This Notice

We may update this Privacy Policy from time to time. The most current version will always be posted on this website.

Contact

If you have questions about this Privacy Policy, please contact us at connor.goodwin@cgcapitalwealth.com.