Privacy & Security Policy
Effective date: March 20, 2026
Indigo Private Wealth respects your privacy and is committed to protecting the personal information you provide through our website.
Information We Collect
We may collect personal information including your name, email address, phone number, and any other information you voluntarily provide through contact forms, scheduling tools (such as Calendly), or other communications.
How We Use Information
We use your information to:
- Respond to inquiries and communicate with you
- Provide information about our services
- Schedule and manage appointments
- Improve our website and services
Text Messaging & Mobile Information
If you provide your phone number and consent to receive text messages, we may send you communications related to your inquiries or our services.
No Sharing of Mobile Information
No mobile information will be shared with third parties/affiliates for marketing or promotional purposes. All categories above exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
Information Sharing
We do not sell your personal information. We may share information with trusted service providers (such as scheduling or communication platforms) solely to operate our business and deliver services to you.
Data Security
We take reasonable measures to protect your information from unauthorized access, disclosure, or misuse.
Your Choices
You may opt out of communications at any time by contacting us directly.
Contact Us
If you have any questions about this Privacy Policy, please contact us at:
joe@indigoprivatewealth.comIndigo Private Wealth maintains a formal, written information security program designed to protect the confidentiality, integrity, and availability of client information, consistent with our obligations under SEC Regulation S-P and applicable state law.
Our Safeguards
Our security program includes, among other measures:
- Encryption of sensitive data in transit and at rest
- Multi-factor authentication and role-based access controls that limit data access to authorized personnel on a need-to-know basis
- Continuous monitoring of our systems and endpoints for unauthorized or suspicious activity
- Identity verification of clients before discussing or acting on account information — we do not accept trade or wire instructions by email, voicemail, or text
- Due diligence and ongoing oversight of third-party service providers who may handle client information
- A documented incident response program, including timely client notification in the event of a data breach as required by law
- Ongoing security awareness training for our team
Ongoing Review
While no system can guarantee absolute security, we review and update our information security program at least annually to address evolving threats.
Your Role
You also play an important role in protecting your information. Please use strong, unique passwords, enable multi-factor authentication where available, and contact us immediately if you suspect any unauthorized activity involving your accounts or information.
Contact Us
If you have any questions about our security practices, please contact us at:
joe@indigoprivatewealth.com