Privacy Policy

Effective Date: May 24, 2024

At Crescent Wealth Management, LLC, we prioritize your privacy and are committed to safeguarding your personal information. Our website provides details about our services, educational resources, market insights, and financial tools. We do not collect personally identifiable information without your knowledge.

Non-personal information

Our website may use temporary data files (commonly known as cookies) to enhance user experience by enabling access to certain disclosures and tracking general site usage. These cookies are automatically deleted when you close your browser. Additionally, we may collect general data such as your internet service provider and the website you visited before arriving at our site. This data is used for statistical analysis and does not identify individual users.

Personal information

You may browse our website without providing personal details. However, if you choose to complete online forms, submit applications, or request contact from us, you may share information such as your name, address, phone number, or email. These forms are securely hosted on protected sections of our website.

When you submit or access personal information through secure areas of our site, the data is encrypted to help prevent unauthorized access. Your browser will display a locked padlock icon when operating in a secure environment. While we take reasonable measures to protect your data, no internet connection is entirely risk-free, and we cannot guarantee absolute security.

Sharing information

Your personal information will not be sold or shared with unaffiliated third parties, except when necessary to complete a transaction or as required by law. Information submitted through our website is sent directly to us and used to enhance service, provide relevant information, or facilitate requested transactions. Third-party sites linked from our website operate under their own privacy policies.

Changes to this policy

We may update this privacy policy in the future. If you are a client, we will notify you before implementing any changes. The most current version of our policy will always be available on our website.