Privacy Policy

Our Commitment to Privacy

Connective Wealth Partners, LLC d/b/a Private Wealth Collective ("Private Wealth Collective," "we," "our," "us") is committed to protecting your privacy. This Privacy Policy describes how we collect, use, share, and protect information about visitors to our website (privatewealthcollective.com) and users of our services. It also describes your rights under applicable U.S. state privacy laws, including the California Consumer Privacy Act / California Privacy Rights Act (CCPA/CPRA), the Colorado Privacy Act (CPA), the Virginia Consumer Data Protection Act (VCDPA), the Connecticut Data Privacy Act (CTDPA), and the Texas Data Privacy and Security Act (TDPSA).

Information We Collect

We collect information in the following categories:

• Identifiers: Name, email address, phone number, mailing address, and other contact information you provide when submitting forms on our site or signing up for our newsletter.
• Financial and Professional Information: In the course of providing investment advisory services, we collect income, assets, liabilities, investment objectives, risk tolerance, employment information, Social Security number, and account and transaction history. This information is collected under our advisory agreements and is not collected through this website.
• Internet/Network Activity (Analytics): We use Google Analytics 4 (GA4) — a service provided by Google LLC — to collect information about how visitors use our website. This includes pages visited, time spent on pages, approximate geographic location (city/region level), device type, browser type, and referral source. GA4 uses cookies and similar technologies to collect this data and transmits it to Google's servers. Google may use this data in accordance with its own privacy policy. Google's Privacy Policy.
• Communications: If you contact us by email or through forms on the site, we collect the content of those communications.

Sensitive Personal Information

Under CPRA and certain other state laws, the following categories are classified as "sensitive personal information": Social Security numbers, financial account numbers and data, health information, precise geolocation, racial or ethnic origin, religious beliefs, and biometric data.

We do not collect sensitive personal information through this website. In the context of providing investment advisory services, we collect certain financial and identifying information (such as SSN and account numbers) pursuant to regulatory requirements and our written advisory agreements. We use sensitive personal information only for the purposes necessary to provide those services — we do not use it for advertising, profiling, or any secondary commercial purpose. You may direct us to limit this use by submitting a request at Your Privacy Choices.

How We Use Your Information

• To provide and improve our investment advisory and coaching services
• To respond to inquiries and communicate with you about your account or interests
• To send newsletters and marketing communications (with your consent; you may unsubscribe at any time)
• To understand how our website is used and improve its content and functionality (via Google Analytics)
• To comply with legal, regulatory, and contractual obligations (including SEC requirements)
• To protect the security and integrity of our services

We do not use your personal information to make fully automated decisions that produce legal or similarly significant effects.

Sharing of Personal Information

We do not sell your personal information to third parties for monetary consideration. However, we do disclose personal information to the following categories of recipients:

• Google LLC (Google Analytics 4): Website behavioral data (pages visited, session duration, approximate location, device/browser type) is transmitted to Google through our use of GA4. Under California law, this may constitute "sharing" personal information for cross-context behavioral advertising purposes, as Google may use this data to serve interest-based ads. You may opt out via Your Privacy Choices or by installing the Google Analytics Opt-Out Browser Add-on.
• Service Providers: Custodians (Altruist), technology providers, legal counsel, accountants, and compliance vendors who process information on our behalf under written agreements that restrict their use of the data.
• Regulatory Authorities: When required by law, including the SEC and applicable state regulators.
• Business Transfers: In connection with a merger, acquisition, or sale of assets, subject to confidentiality obligations.
• With Your Consent: When you explicitly authorize us to share your information.

Cookies and Tracking Technologies

Our website uses cookies and similar technologies, primarily through Google Analytics 4. Cookies are small data files stored on your device. GA4 uses first-party cookies (set by our domain) to distinguish users and sessions. The data collected is transmitted to Google.

Do Not Track: Our website does not alter its data collection practices in response to browser "Do Not Track" signals because there is no universally accepted standard for interpreting such signals. Google Analytics does not respond to DNT signals.

How to Opt Out: You can opt out of Google Analytics tracking by visiting Your Privacy Choices on this site, by installing the Google Analytics Opt-Out Browser Add-on, or by managing cookies through your browser settings. Note that blocking cookies may affect site functionality.

California Privacy Rights (CCPA/CPRA)

If you are a California resident, you have the following rights under the CCPA/CPRA:

• Right to Know: You may request that we disclose the categories and specific pieces of personal information we have collected about you, the sources, the business purpose, and the third parties with whom we've shared it.
• Right to Delete: You may request deletion of personal information we have collected from you, subject to certain exceptions (e.g., information we are required to retain by law or for legitimate business purposes).
• Right to Correct: You may request that we correct inaccurate personal information we maintain about you.
• Right to Opt Out of Sale/Sharing: You have the right to opt out of the sale or sharing of your personal information. Use the controls at Your Privacy Choices.
• Right to Limit Use of Sensitive Personal Information: You may direct us to limit the use of sensitive personal information to what is necessary to provide the services you've requested. Use the controls at Your Privacy Choices.
• Right to Non-Discrimination: We will not discriminate against you for exercising any of your CCPA/CPRA rights. We will not deny goods or services, charge different prices, or provide a lower quality of service.

To exercise these rights, see the "How to Submit a Request" section below.

Other U.S. State Privacy Rights

Residents of Colorado, Virginia, Connecticut, Texas, and other states with applicable privacy laws have similar rights, including rights to access, delete, correct, and opt out of certain processing. Colorado and Connecticut residents also have the right to opt out of profiling in furtherance of decisions that produce legal or similarly significant effects. All applicable state residents have the right to appeal a denial of their privacy rights request.

To exercise these rights or submit an appeal, contact us as described below.

How to Submit a Privacy Rights Request

To exercise any privacy right described in this policy, please contact us at:

We will respond to verifiable requests within 45 days of receipt (extendable to 90 days with notice). We may need to verify your identity before processing requests. California residents may designate an authorized agent to submit requests on their behalf.

You may also manage your tracking preferences directly in your browser at Your Privacy Choices.

Data Security

We implement physical, electronic, and procedural safeguards including encryption, secure servers, access controls, and regular security assessments. No method of transmission or storage is completely secure. In the event of a data breach affecting your rights and freedoms, we will notify you as required by applicable law.

Data Retention

We retain personal information for as long as necessary to provide services, comply with legal obligations (including SEC recordkeeping requirements), resolve disputes, and enforce agreements. Website analytics data collected through GA4 is retained per Google's default retention settings (14 months for user-level data). Newsletter subscription data is retained until you unsubscribe.

Children's Privacy

This website is not directed to children under the age of 13 and we do not knowingly collect personal information from children under 13. If we learn that we have inadvertently collected such information, we will delete it promptly. If you believe we have collected information from a child under 13, please contact us at privacy@privatewealthcollective.com.

Changes to This Policy

We may update this Privacy Policy periodically. We will notify you of material changes by posting the updated policy on this page with a new "Last Updated" date. For clients, we will provide notice as required by law and our advisory agreements.

Contact Us

For questions about this Privacy Policy or our data practices, contact us at privacy@privatewealthcollective.com or by mail to Connective Wealth Partners, LLC d/b/a Private Wealth Collective, Attn: Privacy Officer.