PWP Privacy Policy and Cookies

At The Private Wealth Partners (“PWP”), we respect the privacy of our users. By using the Website, you consent to our collection and use of personal data as described below.

How We Collect and Share Collected Information

We collect information when you give it to us. We may also collect certain identifying information from or about you in connection with your use of, or your submissions to, the Website (collectively, the “Collected Information”).  

We may share Collected Information with your consent. We may also share your information with any of our affiliates or subsidiaries as permitted by law, including for business purposes such as providing the Website to you, offering our products and services to you, obtaining information about your business and experience or for any other purpose described in this Privacy Policy or the Terms of Use, or any other lawful purposes. PWP also works with a number of non-affiliated companies that help service your account or assist us with providing the Website to you. PWP may share pertinent information about you with these companies as permitted by applicable law. All such sharing of information with third parties will be subject to obligations of confidentiality between PWP and the third party.

We may also disclose Collected Information if we become subject to a subpoena or court order, to report to credit bureaus, or if we are otherwise legally required to disclose information. We may use and disclose Collected Information to establish or exercise our legal rights, to enforce the Terms of Use, to assert and defend against legal claims, or if we believe such disclosure is necessary to investigate, prevent, or take other action regarding actual or suspected illegal or fraudulent activities or potential threats to the physical safety or well-being of any person.

We do not sell, rent, or lease our user lists or the identity of individual users to third parties without your consent. However, we may use and disclose certain aggregated, deidentified information to our affiliates, subsidiaries, business partners, third-party service providers or other recipients, as permitted by law for certain purposes including, without limitation, advertising, informational, comparison, research, general service or product improvement.

Cookies and Usage Reports

We may use technologies such as cookies, beacons, tags and scripts on our Website. By placing a small file known as a “cookie” on your computer (or other device), PWP and its partners, affiliates or third party providers may passively gather information about your use of the Website for several reasons, including, but not limited to, the following: statistics collection and analysis, Website optimization, analytics (as described below), market research, and maintenance of user login information. For example, cookies on the Websites may track “macro” information, such as the number of independent visits made to the Websites each day, or “micro” information, such as individual users’ IP addresses, downloads, and related traffic history (some of this information may be collected by web beacons, see below). The information that we and our third party service providers track with cookies may include, but is not necessarily limited to, the type of browser (such as Google Chrome, Microsoft Edge or Internet Explorer) and Internet-connected device being used to access the Website, your Internet protocol (“IP”) address, your home domain or Internet service provider, your referrer URL (which is the URL for the website that you were viewing prior to visiting the Website), how you were directed to the Website, which specific pages you access on the Website, how long you view each page, the time and date you access our Website and the total number of visitors to the Website and any portions thereof. We may also use your IP address to determine the general physical location of your computer or device and understand from what geographic locations our Website visitors come and to tailor our services to meet our visitors’ needs (e.g., if a visitor is from California, we may use geolocation information to ensure our California team responds to such visitor).

Most popular Internet browser applications will allow you to configure the browser so as not to accept cookies. However, setting your browser to reject cookies may, in certain instances, prevent you from taking full advantage of the Website (or some portion thereof) and its capabilities, or cause some features of the Website to function improperly or more slowly.

The Website use certain web analytics services provided by third parties in order to better understand your use of our Websites (or other portions of the Website) and how we can improve the Website. Such analytics providers may collect information such as how often users visit the Website, what pages they visit when they do so, and what other websites they used prior to coming to the Website. We do not combine the information collected through the use of such analytics services with your personal information. Such third party analytics providers may utilize the data collected to track and examine use of the Website, to prepare reports on its activities and share them with us.

As part of our suite of analytics, we also utilize web analysis services provided by Google. Google’s ability to use and share information collected by Google Analytics about your visits to the Website are restricted by the Google Analytics Terms of Use and the Google Privacy Policy. Google utilizes the data collected to track and examine the use of the Website, to prepare reports on its activities and share them with other Google services. Google may use the data collected on the Website to contextualize and personalize the ads of its own advertising network. To more fully understand how Google may use the data it collects on the Website, please read Google’s overview of privacy and safeguarding data (or its successor URL).

Some of the areas of the Website may also contain electronic images known as web beacons (sometimes known as clear gifs) that allow PWP, and its third party providers or affiliates, to count and track users who have visited certain portions of the Website and other similar traffic history. Web beacons collect only limited information, including a cookie number, time and date of a page view, and a description of the page on which the Web beacon resides. Web beacons do not collect any of your personal information.

Visiting our Websites from Outside of the United States

If you are visiting the Website from outside the United States, please be aware that your information may be transferred to, stored or processed in the United States, where our servers are located and our central database is operated. The data protection and other laws of the United States and other countries might not be as comprehensive as those in your country, but please be assured that we take steps to protect your privacy. By using the Website, you understand and consent that your information may be transferred to our facilities and those third parties with whom we share it as described in this privacy policy.

How We Protect Collected Information

PWP employs physical, electronic, and procedural safeguards to protect any information our clients share with us.  We limit access to non-public client information to our employees who need to know that information to provide products or services to clients.  Employees who violate our policies may be subject to disciplinary action.

How to Manage or Remove Cookies

Opting Out.  Because cookies are stored in your web browser, the first step is to open your browser.  Popular browsers include Firefox, Chrome, Safari, and Internet Explorer.  Each browser stores cookies in a slightly different location.  In Internet Explorer 9, for example, you can find them by clicking “Tools,” then “Internet Options,” then “Privacy.”  In Chrome, choose the Chrome menu on the toolbar, then click “Privacy.”  Most browsers store cookie settings under the privacy options. Choose your setting.  Every browser gives you a range of options for handling cookies.  Internet Explorer, for instance, has a slider that you can adjust for greater or lesser amounts of protection. Chrome both lets you delete existing cookies in a single click and choose how future cookies are collected or stored.

Removing cookies. You can remove cookies by deleting them from your browser history (cache) when you leave the site.

Banning all cookies makes some websites difficult or impossible to navigate. However, a setting that controls or limits third-party and tracking cookies can help protect your privacy while still making it possible to shop online and carry out similar activities.