Privacy Policy

Effective Date: June 4, 2025

At Downstream Wealth, your privacy matters. This policy explains how we collect, use, and protect your personal information when you interact with our website and services.

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1. Information We Collect

We may collect:
• Personal Information: Your name, email address, phone number, financial details, or other data you voluntarily submit through forms or contact.
• Technical Data: IP address, browser type, and usage data collected through cookies and analytics tools.
• Communication Data: Records of your interactions with us via email or form submissions.

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2. How We Use Information

We use your information to:
• Deliver financial coaching and related services;
• Communicate with you regarding your inquiry or account;
• Provide updates, insights, or marketing content (with your consent);
• Improve our site functionality and services;
• Comply with applicable legal requirements.

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‍3. Sharing Information

We do not sell or trade your personal information. We may share it with:
• Trusted third-party service providers who assist in delivering our services;
• Legal authorities if required to comply with applicable laws or to protect our rights.

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4. Security

We implement industry-standard practices to protect your data, including encryption for sensitive information shared through platforms like Proton Drive. However, no online transmission is completely secure, and you share data at your own risk.

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5. Cookies

Our site may use cookies and tracking technologies to enhance your user experience. You can disable cookies in your browser settings at any time.

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6. External Links

Links to other websites are provided for convenience. We are not responsible for the content or privacy policies of third-party sites.

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7. Your Rights

You may request access to, correction of, or deletion of your personal data. You may also opt out of marketing communications at any time.

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8. Children's Privacy

We do not knowingly collect information from children under 18. If we learn that we have, we will take immediate steps to delete such data.

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9. Policy Changes

We may revise this Privacy Policy from time to time. All updates will be posted to this page with the revised effective date.

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10. Contact Information

For questions or concerns, contact us at:
support@downstreamwealth.com