This privacy notice for Kingsley Wealth Partners ("Company," "we," "us," or "our"), describes how and why we might collect, store, use, and/or share ("process") your information when you use our services ("Services"), such as when you:
1. Visit our website at [https://www.kingsleywealthpartners.com/](https://www.kingsleywealthpartners.com/) or any website of ours that links to this privacy notice
2. Engage with us in other related ways, including any sales, marketing, or events
Questions or concerns? Reading this privacy notice will help you understand your privacy rights and choices. If you do not agree with our policies and practices, please do not use our Services. If you still have any questions or concerns, please contact us at [[email protected]](mailto:[email protected]).
---
SUMMARY OF KEY POINTS
This summary provides key points from our privacy notice, but you can find more details anywhere in this document.
* We collect personal information you voluntarily provide when using our Services.
We *do not process sensitive personal information.**
We *do not receive personal information from third parties.**
* We process your data to operate and improve the platform, fulfill requests, enhance security, and comply with law.
* Depending on your location, you may have rights over how your personal data is used.
If you wish to exercise your data rights, contact us at [[email protected]](mailto:[email protected]).
---
TABLE OF CONTENTS
1. WHAT INFORMATION DO WE COLLECT?
2. HOW DO WE PROCESS YOUR INFORMATION?
3. WHAT LEGAL BASES DO WE RELY ON TO PROCESS YOUR INFORMATION?
4. WHEN AND WITH WHOM DO WE SHARE YOUR PERSONAL INFORMATION?
5. DO WE USE COOKIES AND OTHER TRACKING TECHNOLOGIES?
6. HOW LONG DO WE KEEP YOUR INFORMATION?
7. DO WE COLLECT INFORMATION FROM MINORS?
8. WHAT ARE YOUR PRIVACY RIGHTS?
9. CONTROLS FOR DO-NOT-TRACK FEATURES
10. DO CALIFORNIA RESIDENTS HAVE SPECIFIC PRIVACY RIGHTS?
11. DO VIRGINIA RESIDENTS HAVE SPECIFIC PRIVACY RIGHTS?
12. OTHER U.S. STATE PRIVACY RIGHTS
13. DO WE MAKE UPDATES TO THIS NOTICE?
14. HOW CAN YOU CONTACT US ABOUT THIS NOTICE?
15. HOW CAN YOU REVIEW, UPDATE, OR DELETE YOUR INFORMATION?
16. SMS MESSAGING
---
1. WHAT INFORMATION DO WE COLLECT?
We collect personal information you choose to provide when using our Services, such as:
• Name
• Phone number
• Email address
• Mailing address
• Job title
• Contact preferences
• Billing address
We do not collect or process sensitive information.
---
2. HOW DO WE PROCESS YOUR INFORMATION?
We process your information to:
• Create and manage accounts
• Provide requested services
• Respond to customer inquiries
• Send administrative updates
• Fulfill and manage orders and payments
• Protect against fraud and legal threats
• Comply with regulatory obligations
---
3. WHAT LEGAL BASES DO WE RELY ON?
Applicable depending on your location:
• Consent
• Performance of contract
• Legal obligation
• Vital interests
---
4. WHEN AND WITH WHOM DO WE SHARE INFORMATION?
We may share or transfer information only during business transfers such as a merger or asset sale.
---
5. DO WE USE COOKIES?
Yes — to improve your browsing experience. You may disable cookies in your browser, though some features may not work.
---
6. HOW LONG DO WE KEEP YOUR INFORMATION?
Data is stored only as long as needed to fulfill the purposes outlined or as required by law.
---
7. DO WE COLLECT INFORMATION FROM MINORS?
No. We do not knowingly collect data from individuals under 18 years old.
---
8. WHAT ARE YOUR PRIVACY RIGHTS?
Depending on your region, you may:
• Request access
• Request correction or deletion
• Restrict processing
• Withdraw consent
To request changes or removal, contact [[email protected]](mailto:[email protected])
---
9. DO-NOT-TRACK CONTROLS
Our systems currently do not respond to DNT signals, but may in the future if standards evolve.
---
10. CALIFORNIA PRIVACY RIGHTS (CCPA)
California residents have the right to:
• Request access to categories of collected personal information
• Request deletion of their data
• Request information on shared/sold data (we do not sell data)
• Exercise privacy rights without discrimination
---
11. VIRGINIA PRIVACY RIGHTS (CDPA)
Virginia residents may request:
• Access to personal data
• Deletion
• Correction
• Data portability
• Opt-out of targeted advertising or data profiling
---
12. OTHER U.S. STATE PRIVACY RIGHTS
Residents of states including CO, CT, DE, FL, IN, IA, KY, MD, MN, MT, NE, NH, NJ, OR, RI, TN, TX, and UT may have similar privacy rights as Virginia and California residents.
---
13. POLICY UPDATES
We may update this notice periodically. Revisions will be indicated by the date at the top of this document.
---
14. CONTACT INFORMATION
If you have questions or requests about this policy, email or mail us at:
Kingsley Wealth Partners
1734 East Boston Street, Suite 103
Gilbert, AZ 85295
United States
📧 [[email protected]](mailto:[email protected])
---
15. REQUEST TO REVIEW, UPDATE, OR DELETE YOUR DATA
To access, modify, or request removal of your data, contact:
📧 [[email protected]](mailto:[email protected])
---
16. SMS MESSAGING
If you opt in to receive SMS messages from Kingsley Wealth Partners, we may send messages related to your inquiries, consultation scheduling, and appointment reminders. Message frequency varies. Message and data rates may apply.
You can opt out of SMS communications at any time by replying STOP to any message.
Mobile information will not be shared with third parties or affiliates for marketing or promotional purposes. Information sharing with subcontractors in support services (such as customer service or messaging platforms) is permitted only as necessary to provide the services and will not be used for independent marketing purposes.