Privacy Policy | Institute For Wealth Management

Last Updated: February 18, 2026

Institute For Wealth Management ("we," "our," or "us") is committed to protecting the privacy and security of your personal information. This Privacy Policy describes how we collect, use, disclose, and safeguard your information when you visit our website or use our services.

Information We Collect

We may collect the following types of information:

Personal Information: Name, email address, phone number, mailing address, and other information you voluntarily provide through our contact forms or in the course of using our services.
Financial Information: Information related to your financial situation that you provide in connection with our advisory services, such as income, assets, investment goals, and risk tolerance.
Usage Data: Information about how you interact with our website, including IP address, browser type, pages visited, and time spent on pages.
Cookies and Tracking: We may use cookies and similar technologies to enhance your experience and collect usage data.

How We Use Your Information

We use the information we collect for the following purposes:

To provide, maintain, and improve our wealth management and financial advisory services
To respond to your inquiries and fulfill your requests
To send you administrative communications, such as appointment confirmations and service updates
To send you marketing and promotional communications (with your consent)
To comply with legal and regulatory requirements
To protect our rights, privacy, safety, or property

How We Share Your Information

We do not sell your personal information. We may share your information in the following circumstances:

Service Providers: With trusted third-party vendors who assist us in operating our business, subject to confidentiality obligations.
Legal Requirements: When required by law, regulation, or legal process.
Business Transfers: In connection with a merger, acquisition, or sale of assets.
With Your Consent: When you have given us permission to share your information for a specific purpose.

SMS & Text Message Communications

If you provide your mobile phone number and opt in, Institute For Wealth Management may send you SMS or text messages for customer care, informational, account-related, and promotional or marketing purposes. Message frequency may vary. Message and data rates may apply depending on your mobile carrier and plan.

You may opt out of receiving SMS messages at any time by replying STOP to any message. For assistance, reply HELP or contact us at dawnyw@inst-wealthmanagement.com.

We do not sell or share your mobile phone number with third parties for their own marketing purposes. We will not share your opt-in to an SMS campaign with any third party for purposes unrelated to providing you with the services of that campaign. Mobile information will only be used in accordance with this Privacy Policy and applicable laws. Your consent to receive SMS messages is not a condition of purchase.

Data Security

We implement appropriate technical and organizational security measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. However, no method of transmission over the Internet or electronic storage is completely secure, and we cannot guarantee absolute security.

Your Rights and Choices

Depending on your jurisdiction, you may have certain rights regarding your personal information, including:

The right to access and receive a copy of your personal information
The right to correct inaccurate information
The right to request deletion of your information
The right to opt out of marketing communications

To exercise any of these rights, please contact us at dawnyw@inst-wealthmanagement.com.

Children's Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If you believe we have collected information from a child, please contact us immediately.

Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of material changes by posting the updated policy on our website with a revised "Last Updated" date. Your continued use of our services after changes are posted constitutes your acceptance of the updated policy.

Contact Us

If you have questions or concerns about this Privacy Policy, please contact us:

Institute For Wealth Management
9878 W Belleview Ave Pmb 2306
Littleton, CO 80123
dawnyw@inst-wealthmanagement.com