Privacy Policy

Last updated: 6/15/2025

Carolina Wealth Planners (“we,” “our,” or “us”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, and safeguard your personal information when you visit our website or interact with us online.

Information We Collect

We may collect the following types of information:

  • Personal Information: Name, email address, phone number, and other contact information you provide when submitting a form, scheduling a meeting, or contacting us.

  • Technical Information: IP address, browser type, pages visited, and usage data collected through cookies and analytics tools.

  • Client Information: If you become a client, we may collect non-public personal and financial information necessary to provide financial planning and advisory services.

How We Use Your Information

We use the information we collect to:

  • Provide and manage financial planning and advisory services

  • Communicate with you and respond to your inquiries

  • Improve our website and client experience

  • Comply with legal and regulatory requirements

We do not sell your personal information.

Sharing Your Information

We may share your information with:

  • XY Investment Solutions, LLC, our Registered Investment Advisor partner, for regulatory and service delivery purposes

  • Service providers and vendors (e.g., website hosting, scheduling tools) who assist us in operating our business and are bound by confidentiality

  • Legal or regulatory authorities, if required by law

We do not share your information with unaffiliated third parties for marketing purposes.

Cookies and Tracking

Our website may use cookies or analytics tools (e.g., Google Analytics) to improve user experience and monitor site performance. You may choose to disable cookies through your browser settings, although this may limit certain features.

Third-Party Links

Our website may contain links to third-party websites (e.g., Orion client portal, Zoom scheduler). These sites are not controlled by Carolina Wealth Planners and are governed by their own privacy policies. We encourage you to review their terms before submitting any information.

Data Security

We implement appropriate administrative, technical, and physical safeguards to protect your personal information from unauthorized access or disclosure. However, no data transmission over the internet can be guaranteed to be 100% secure.

Children’s Privacy

Our website is not directed at children under 13. We do not knowingly collect personal information from children.

Your Rights and Choices

You may request to access, correct, or delete your personal information by contacting us at:

Carolina Wealth Planners
[Insert Address]
Email: [Insert Contact Email]
Phone: [Insert Phone Number]

Policy Updates

We may update this Privacy Policy from time to time. Any changes will be posted on this page with a revised “Last updated” date.