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 or share your personal information, as those terms are defined under the California Consumer Privacy Act (CCPA), to any third party for monetary or other valuable consideration. We may share information with trusted service providers (such as our custodian, portfolio reporting platform, or scheduling and communication tools) solely to operate our business and deliver services to you, under confidentiality obligations that restrict their use of your information.
Cookies & Website Analytics
Our website uses cookies to support core functionality and, with your consent, analytics tools (such as Google Analytics) that help us understand how visitors use our site. Analytics cookies are not activated until you provide consent through the cookie banner presented on your first visit. You may accept, reject, or customize your cookie preferences at any time by revisiting that banner.
Data Security
We take reasonable measures to protect your information from unauthorized access, disclosure, or misuse.
Your Privacy Rights
Depending on where you live, you may have the following rights with respect to your personal information:
- Right to Know / Access: You may request details about the personal information we have collected about you and how it has been used or shared.
- Right to Delete: You may request that we delete personal information we have collected from you. This right is subject to certain exceptions — for example, information we are required to retain to comply with recordkeeping obligations under SEC and FINRA rules, which can require retention of client records for a period of years.
- Right to Opt Out of Sale or Sharing: As noted above, we do not sell or share your personal information for monetary or other valuable consideration, so no opt-out is necessary for this practice.
- Non-Discrimination: We will not deny you services or treat you differently for exercising any of these rights.
To exercise any of these rights, or to opt out of communications, please contact us directly using the information below. We may need to verify your identity before fulfilling certain requests.
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