Privacy Policy
Catt Wealth Consulting, LLC Privacy Policy
Catt Wealth Consulting, LLC (“CWC”) last updated this Privacy Policy (“Privacy Policy”) on January 29, 2025.
Catt Wealth takes your privacy seriously. We respect your privacy and want to inform you about how and why we collect, use, or share your data. This Privacy Policy applies to all the activities you engage in with the CWC website. Please read this privacy policy carefully as it contains important information. We use Google Analytics. To the extent Google collects your personal data about the sites you visit, your visit to the CWC website will be included. CWC makes information available to the general public through this website. We do not require the establishment of a personal profile in order for you to gain access to the educational material. This policy explains your rights in relation to your personal information on the CWC website and how to contact us or supervisory authorities in the event you have a complaint or request.
1. DATA YOU GIVE US
Google Analytics may collect different data from or about you depending on how you use the CWC Website. Some of the data we may collect includes: (1) data related to your contact information; (2) communications you have with Catt Wealth; (3) technical data related to your device, including your type of device used to access the CWC Website, your IP address, browser type, etc.; (4) data showing your access of our educational material, including pages you visited, materials you downloaded, etc.. Google may store this information in a manner that associates it with you.
2. HOW WE RECEIVE YOUR DATA
CWC and service providers acting on its behalf (such as Google Analytics) use server log files and automated data collection tools like cookies, tags, scripts, customized links, and device or browser fingerprints when you access and use the educational material. These methods automatically track and collect certain data when you use the CWC website. In some cases, Google Analytics ties data gathered through those Data Collection Tools to other data that we collect as described in this Privacy Policy. The CWC Website uses cookies (small files that websites send to your device to uniquely identify your browser or device or to store data in your browser) for things like analyzing your use of the CWC Website, personalizing your experience, and recognizing you when you return.
CWC uses third-party browser and mobile analytics services like Google Analytics. These services use data collection tools to help us analyze your use of the educational material, including information like the third-party website you arrive from, how often you visit, events within the CWC Website, usage and performance data, and where the application (if any) was downloaded from. We use this data to improve the CWC Website, better understand how the CWC Website performs on different devices, and provide information that may be of interest to you.
3. HOW WE USE & SHARE YOUR DATA
Under data protection laws, we can only use your personal information if we have a proper reason for doing so, for example:
- To comply with our legal and regulatory obligations
- For the performance of any contract we have with you or to take steps at your request before entering a contract
- For our legitimate interests or those of a third party, or
- Where you have given consent
As a general matter, Google uses your data in several ways, including but not limited to the following: Providing and administering their Services, including to display customized content and facilitate communication with you and others; Process your requests and submissions to meet with Catt Wealth to receive specific Services, or information; Facilitate the website’s technical functioning, including troubleshooting and resolving issues, securing the educational information, and preventing fraud and abuse; Learn more about you by linking your data with additional data through third-party data providers or analyzing the data with the help of analytics service providers; Identify unique users across devices; Improve our educational material and develop new educational material;
Google may help us analyze trends and traffic, and track usage data. CWC does not advertise on other sites, nor do we accept advertising on our site. You cannot buy anything from the CWC website, but you can request to schedule a meeting.
CWC does not share your information with anyone without your express permission unless
- CWC may disclose your data to third parties if CWC (in our sole discretion) have a good faith belief that the disclosure is: Permitted or required by law; Requested as part of a judicial, governmental, or legal inquiry, order, or proceeding; Reasonably necessary as part of a valid subpoena, warrant, or other legally-valid request; Reasonably necessary to enforce our Terms of Use, Privacy Policy, and other legal agreements; Required to detect, prevent, or address fraud, abuse, misuse, potential violations of law (or rule or regulation), or security or technical issues; or reasonably necessary in Catt Wealth’s discretion to protect against imminent harm to the rights, property, or safety of Catt Wealth, its users, employees, members of the public, or its Services.
- The CWC website does not require you to complete a user profile, so (other than your IP address as collected by Google Analytics) we have no information about you unless you decide to become a client.
- With your consent, CWC may share data to third parties outside the scope of this Privacy Policy.
4. SECURITY
CWC takes appropriate security measures to protect against unauthorized access, alteration, disclosure, or destruction of your personal data. We do not collect or store any personal data on this site. Still, the internet is an ever-evolving thing and no system can be 100% secure forever, so CWC cannot guarantee that communications between you and CWC regarding some service offered in the future, will be free from unauthorized access by third parties.
5. YOUR RIGHTS
You do not have to provide any personal information to peruse the information on this website, so there is no need for either an opt in, or opt out measure. CWC does not require a subscription. CWC cannot text you, nor email you without your specific consent in accordance with the rules set by the Financial Industry Regulatory Authority (FINRA).
Visitors to the CWC website do not have a relationship with CWC. Only clients with a financial planning engagement, a commissionable purchase of financial products, or assets under management can be considered to have a relationship with CWC.
Since your visit to this website can only be identified by your IP address, your use of this site is mostly anonymous to CWC. We will not contact you unless you ask us to. You can choose not to be tracked by refusing cookies. If you choose to accept Google Analytics’ cookies, the IP address information is only retained for 14 months.
6. UPDATING THE PRIVACY POLICY AND INCORPORATION OF TERMS
When CWC deems it appropriate, it may update this Privacy Policy to clarify its practices or to reflect new or different practices. CWC reserves the right in its sole discretion to modify and/or make changes to this Privacy Policy at any time. If CWC makes any material change, it will notify you using prominent means such as posting a notice through this website. Modifications will become effective on the day they are posted unless stated otherwise.
Your continued use of this website after changes become effective shall mean that you accept those changes. Any revised Privacy Policy shall supersede all previous Privacy Policy. The terms and conditions contained within CWC’s Terms of Service & Use are incorporated herein.
7. CONTACTING US
Please contact us by email or telephone if you have any questions about this Privacy Policy.
8. DO YOU NEED EXTRA HELP?
If you would like this notice in another format, please contact us.