Privacy Policy for Signature Wealth & Tax
Effective Date: September 8, 2026
Welcome to Signature Wealth & Tax (https://signaturewealthandtax.com). We respect your privacy and are committed to protecting your personal data. This Privacy Policy explains how we collect, use, and safeguard your information when you visit our website.
1. Information We Collect
When you interact with our website, we may collect the following types of information:
- Personal Information: When you fill out a contact form or subscribe to our newsletter, we collect personal details such as your name, email address, and phone number.
- Automatically Collected Information (Analytics): We use Google Analytics to track general web traffic and user interactions on our site. Through this service, certain data is automatically recorded, including your IP address, browser type, pages visited, and the time spent on our site.
2. How We Use and Store Your Information
We use the information we collect for the following purposes:
- Customer Relationship Management (CRM): The contact information you voluntarily provide to us is stored securely in our CRM system. We use this information to respond to your inquiries, provide consultations, and manage future communications.
- Newsletters and Updates: If you choose to subscribe to our newsletter, your contact information is saved to a specific mailing list dedicated to sending you educational materials, updates, and firm news.
- Website Optimization: The general web traffic and interaction data collected via Google Analytics is used to better understand how visitors use our site so we can improve user experience and content.
3. Data Security
We take the security of your data seriously. All data transmitted through our website is encrypted using a Secure Socket Layer (SSL) certificate, ensuring that the personal information you submit to us remains private and secure during transmission.
4. Text Messaging (SMS) Consent and Privacy
By providing your phone number and opting in, you consent to receive SMS communications from us. We respect your privacy: your phone number, opt-in consent, and communication preferences will never be sold, rented, or shared with third parties for their marketing purposes.
- For full details on our messaging practices, carrier rates, and instructions on how to opt-out of text communications, please review our complete Twilio Messaging & Opt-Out Policy, which is available directly on our website at https://signaturewealthandtax.com.
5. Third-Party Services and Cookies
Our website uses cookies to function properly and to analyze site traffic.
- Functional Cookies: Essential cookies are used to keep the site functioning smoothly and to manage user sessions.
- Google Analytics: Google Analytics places tracking cookies on your browser to collect interaction data and your IP address. To learn more about how Google handles your data, you can review the Google Privacy Policy. If you would like to prevent your data from being used by Google Analytics entirely, you can download and install the Google Analytics Opt-out Browser Add-on.
6. Do Not Sell My Personal Information
We do not sell, rent, or trade your personal information to outside parties. We only use your data to provide you with the services and communications you have requested from Signature Wealth & Tax.
7. Nevada Privacy Rights (NRS 603A)
Under Nevada law, Nevada residents have the right to submit a verified request directing us not to sell their personal information. While we do not sell your personal data, you may still submit a formal request to be added to our “Do Not Sell” register by contacting the email address provided below.
8. Data Retention and Your Rights
We retain your data in our CRM for as long as necessary to fulfill the purposes outlined in this policy, or as required to comply with our legal and accounting obligations.
You have the right to control the personal information you share with us. If you would like to be removed from our newsletter list, you can click the “unsubscribe” link at the bottom of our emails.
If you would like to request that any of your contact information or personal data be completely removed from our CRM or records, please contact Connie Densmore directly at:
Email: cdensmore@signaturewealthandtax.com
9. Changes to This Policy
We may update this Privacy Policy from time to time to reflect changes in our practices or legal obligations. We encourage you to review this page periodically for any updates.