Privacy Policy

Privacy Policy for the Center for Wealth Preservation

Last Updated: February 2026

The Center for Wealth Preservation (“we,” “our,” or “us”) is committed to protecting your privacy and maintaining the trust of our clients, partners, and website visitors. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit cwpmetro.com (the “Site”) or engage with our services.

By using our Site, you agree to the practices described in this Privacy Policy.

1. Information We Collect

We collect information in the following ways:

A. Information You Provide Directly

• Contact information such as your name, email address, phone number, and business details.
• Form submissions, including inquiries, consultation requests, or event registrations.
• Client or prospective client information shared voluntarily for educational, advisory, or planning purposes.

B. Information Collected Automatically

When you visit our Site, we may automatically collect:

• IP address and device information
• Browser type and operating system
• Pages viewed and time spent on the Site
• Referring website or search terms

C. Cookies and Tracking Technologies

We may use cookies, web beacons, and analytics tools to analyze traffic, improve functionality, and personalize content. You can manage cookie preferences through your browser settings.

2. How We Use Your Information

We use collected information to:

• Provide and improve our services
• Respond to inquiries and consultation requests
• Communicate about events, webinars, or educational materials
• Personalize your experience on the Site
• Conduct analytics and performance monitoring
• Maintain security and prevent fraud
• Comply with legal and regulatory obligations

We do not sell your personal information.

3. How We Share Your Information

We may share information with:

• Trusted service providers who support our operations (e.g., hosting, email platforms, analytics tools)
• Professional partners (e.g., legal, financial, or advisory collaborators) when necessary to deliver coordinated services and only with your consent
• Regulatory or legal authorities when required by law or to protect our rights

All third parties are required to maintain confidentiality and use information only for authorized purposes.

4. Data Security

We implement administrative, technical, and physical safeguards to protect your information from unauthorized access, disclosure, alteration, or destruction. While we strive to protect your data, no method of transmission over the internet is completely secure.

5. Your Choices and Rights

Depending on your location, you may have the right to:

• Access the personal information we hold about you
• Request corrections or updates
• Request deletion of your information
• Opt out of marketing communications
• Limit certain data uses

To exercise these rights, contact us at cwp@financialguide.com. We may need to verify your identity before fulfilling certain requests.

6. Third-Party Links

Our Site may contain links to third-party websites. We are not responsible for the privacy practices or content of those sites. We encourage you to review their privacy policies.

7. Data Retention

We retain personal information only as long as necessary to fulfill the purposes described in this Policy, comply with legal obligations, or support ongoing client relationships.

8. Changes to This Policy

We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated “Last Updated” date. Continued use of the Site after changes indicates acceptance of the revised Policy.

9. Children’s Privacy

Our Site is not intended for children under the age of 13, and we do not knowingly collect personal information from children. If you believe a child has provided personal information to us, please contact us so we can delete it.

10. Contact Us

The Center for Wealth Preservation

Email: cwp@financialguide.com

Website: cwpmetro.com