Privacy Policy

At Vault Private Wealth, we respect your privacy and are committed to protecting the personal information you share with us. We recognize that your trust is our most valuable asset. This policy outlines how we collect, use, disclose, and protect your personal information through our website and services.

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Information We Collect

We may collect the following types of personal and non-personal information:

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Personal Information You Voluntarily Provide:

• Name, email address, and phone number when you schedule a meeting through our embedded Calendly calendar link.

• Email address if you subscribe to receive updates or join our mailing list.

We only collect this information when you voluntarily provide it, and use it solely to communicate with you or deliver requested services.

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Non-Personal Information Automatically Collected:

We use Google Analytics and Wix.com to collect anonymous website usage data, including:

• IP address

• Device and browser information

• Pages visited and time spent

• General location data (based on IP)

• Referring website or source

This helps us understand website traffic patterns and improve user experience. This data does not personally identify you.

How We Use Your Information

We use collected information to:

• Schedule and manage client meetings

• Respond to inquiries

• Send you email updates or newsletters (only if you opt in)

• Improve website functionality and user experience

• Comply with applicable laws and regulations

Information Sharing and Disclosure

Vault Private Wealth does not sell your personal information. We may share your data under the following circumstances:

• With service providers, such as email services, calendar scheduling tools (Calendly), data storage platforms, or website hosting services (e.g., Wix.com), under strict confidentiality terms

• With custodians, attorneys, or other professionals engaged to serve your financial needs

• With your authorized representatives

• In response to legal or regulatory obligations

• In connection with a business sale, transfer, or reorganization

• With your consent

All partners and providers are contractually obligated to maintain the confidentiality and security of your information.

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How We Protect Your Data

We employ physical, electronic, and procedural safeguards to protect your information. Access is restricted to personnel and partners who require it to deliver services. We use secure systems, encryption technologies, and routine monitoring to prevent unauthorized access, disclosure, or misuse.

Data Retention and Former Clients

We retain client information for as long as necessary to fulfill the purposes outlined in this policy, or as required by law. If you are no longer a client, our privacy protections remain in place and your data will be handled with the same level of confidentiality.

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Cookie Policy

This website uses cookies to enhance functionality and analyze user behavior. By continuing to use our site, you consent to the use of cookies as described below.

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What Are Cookies?

Cookies are small text files stored on your device when you visit a website. They allow websites to remember your actions and preferences over time.

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Types of Cookies We Use

• Essential Cookies – Necessary for site functionality and security (e.g., page navigation, forms)

• Analytics Cookies – Provided by Google Analytics and Wix.com to track usage trends, traffic sources, and performance data

These cookies help us improve your experience but do not collect personally identifiable information.

Managing Cookies

You can control or delete cookies through your browser settings. Most browsers allow you to refuse cookies or notify you when a cookie is being sent. Please note, disabling cookies may limit website functionality.

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Legal Disclosures

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Policy Updates

We reserve the right to update this Privacy Policy at any time. The “Effective Date” at the top of this page will reflect the most recent update. Continued use of the site constitutes acceptance of any changes.

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Contact Us

If you have questions about this Privacy Policy, your personal information, or how we use tracking technologies, please contact us at info@vaultprivate.com.