Privacy Policy

Effective Date: [Last updated: August 07, 2024]

At Copper Beech Wealth, we are committed to protecting your privacy. This Privacy Policy outlines how we collect, use, and disclose personal information about our customers, prospective customers, and visitors to our website at https://copperbeechwealth.com.

Collection of Personal Information

We gather personal information in various ways:

  • Direct Collection: We may collect information directly from you, such as when you fill out our contact form or subscribe to our newsletter. For instance, if you provide your phone number through our contact form, we may, with your consent, send you text messages on a weekly basis if you’ve opted in. You can reply “STOP” at any time to unsubscribe from these messages.

  • Automated Technologies: We use cookies and similar technologies to collect information about your visit to our website, such as your IP address, browser type, and the pages you view. This helps us understand how visitors use our site and allows us to enhance your experience.

  • Other Sources: Occasionally, we may collect information about you from other sources, such as advertising partners or publicly available databases, to better tailor our services to your needs.

Use of Personal Information

The personal information we collect is used for various purposes, including:

  • Communication: To send you newsletters or updates if you have opted in.
  • Improvement: To enhance our website and services based on your feedback and usage patterns.
  • Compliance: To meet legal obligations and protect our rights and the rights of others.

Disclosure of Personal Information

Your privacy is of utmost importance to us. We will never share your personal data with third parties or affiliates for marketing or promotional purposes. Your information remains confidential and is used solely for the purposes outlined in this policy.

Your Choices

You have several rights regarding your personal information:

  • Access and Update: You can request access to the personal information we hold about you and ask for corrections if needed.
  • Unsubscribe: You may opt out of receiving promotional communications from us at any time by following the instructions in those communications.
  • Delete: You can request the deletion of your personal information, subject to certain legal obligations.

Data Security

We take the security of your personal information seriously. We implement appropriate technical and organizational measures to protect your data from unauthorized access, alteration, disclosure, or destruction.

Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our practices or for other operational, legal, or regulatory reasons. Any significant changes will be communicated to you by posting the updated policy on our website and updating the effective date.

Contact Us

If you have any questions about this Privacy Policy or how we handle your personal information, please contact us at [email protected].

Who we are

Suggested text: Our website address is: https://copperbeechwealth.com.

Comments

Suggested text: When visitors leave comments on the site we collect the data shown in the comments form, and also the visitor’s IP address and browser user agent string to help spam detection.

An anonymized string created from your email address (also called a hash) may be provided to the Gravatar service to see if you are using it. The Gravatar service privacy policy is available here: https://automattic.com/privacy/. After approval of your comment, your profile picture is visible to the public in the context of your comment.

Media

Suggested text: If you upload images to the website, you should avoid uploading images with embedded location data (EXIF GPS) included. Visitors to the website can download and extract any location data from images on the website.

Cookies

Suggested text: If you leave a comment on our site you may opt-in to saving your name, email address and website in cookies. These are for your convenience so that you do not have to fill in your details again when you leave another comment. These cookies will last for one year.

If you visit our login page, we will set a temporary cookie to determine if your browser accepts cookies. This cookie contains no personal data and is discarded when you close your browser.

When you log in, we will also set up several cookies to save your login information and your screen display choices. Login cookies last for two days, and screen options cookies last for a year. If you select “Remember Me”, your login will persist for two weeks. If you log out of your account, the login cookies will be removed.

If you edit or publish an article, an additional cookie will be saved in your browser. This cookie includes no personal data and simply indicates the post ID of the article you just edited. It expires after 1 day.

Embedded content from other websites

Suggested text: Articles on this site may include embedded content (e.g. videos, images, articles, etc.). Embedded content from other websites behaves in the exact same way as if the visitor has visited the other website.

These websites may collect data about you, use cookies, embed additional third-party tracking, and monitor your interaction with that embedded content, including tracking your interaction with the embedded content if you have an account and are logged in to that website.

Who we share your data with

Suggested text: If you request a password reset, your IP address will be included in the reset email.

How long we retain your data

Suggested text: If you leave a comment, the comment and its metadata are retained indefinitely. This is so we can recognize and approve any follow-up comments automatically instead of holding them in a moderation queue.

For users that register on our website (if any), we also store the personal information they provide in their user profile. All users can see, edit, or delete their personal information at any time (except they cannot change their username). Website administrators can also see and edit that information.

What rights you have over your data

Suggested text: If you have an account on this site, or have left comments, you can request to receive an exported file of the personal data we hold about you, including any data you have provided to us. You can also request that we erase any personal data we hold about you. This does not include any data we are obliged to keep for administrative, legal, or security purposes.

Where your data is sent

Suggested text: Visitor comments may be checked through an automated spam detection service.

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