Your Privacy Matters

CreoNest Wealth Partners is committed to protecting the privacy and confidentiality of your personal information. We maintain physical, electronic, and procedural safeguards designed to protect your information in accordance with applicable laws and regulations.

 

Information We Collect

We may collect non-public personal information about you from the following sources:

• Information you provide directly (such as name, contact details, financial information, and goals)

• Information from transactions with us or through services we help coordinate

• Information from third parties, such as financial institutions or service providers, where permitted

 

How We Use Your Information

We use your information to:

• Provide financial education, insurance-related services, and coordination of financial solutions

• Communicate with you regarding services, appointments, and updates

• Comply with legal, regulatory, and recordkeeping requirements

• Improve the quality of our services and client experience

 

Information Sharing

We do not sell your personal information.

We may share your information only as necessary and permitted by law, including:

• With licensed professionals or third-party financial institutions to facilitate services you request

• With service providers that assist in business operations (such as scheduling, communications, or administrative support)

• As required by law, regulation, or legal process

 

All third parties are expected to maintain confidentiality and use your information only for its intended purpose.

 

Data Security

We implement reasonable administrative, technical, and physical safeguards to protect your information from unauthorized access, use, or disclosure. While no system can guarantee absolute security, we take appropriate steps to reduce risk and protect your data.

 

Your Choices

You may:

• Request to review or update your personal information

• Opt out of non-essential communications at any time

• Contact us with questions regarding how your information is used

 

Online Data & Cookies

Our website may use cookies or similar technologies to improve functionality and user experience. These tools do not collect sensitive personal financial information.

 

Children’s Privacy

Our services are intended for adults. We do not knowingly collect personal information from children without appropriate parental or guardian consent.

 

Changes to This Policy

This Privacy Disclosure may be updated periodically to reflect changes in practices, services, or legal requirements. Updates will be posted on this page with a revised effective date.

 

Contact Information

If you have questions about this Privacy Disclosure or how your information is handled, please contact:

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CreoNest Wealth Partners
info@creonestgroup.com
+1 907 223 5895

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Important Note

Insurance services are provided through properly licensed insurance professionals. Securities and investment advisory services, where offered, are provided through separately licensed securities professionals affiliated with third-party broker-dealers and/or registered investment advisers.

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