Privacy Policy

Effective: 2026 · InnovationStrat Wealth, LLC

Information We Collect

We collect information you provide directly (name, email, phone, financial details on intake forms), information collected automatically when you visit this site (IP address, user agent, pages viewed, referrer; via Google Analytics 4 and/or self-hosted analytics), and information we receive from third parties (custodians, accountants, attorneys you authorize us to coordinate with).

How We Use Information

• To provide advisory or consulting services you have engaged us for.
• To respond to your inquiries.
• To meet regulatory, tax, and recordkeeping obligations.
• To improve site content and user experience.

How We Share Information

We do not sell your personal information. We share it only:

• With service providers under written confidentiality (e.g., custodian, accountant, our compliance vendor).
• When required by law (subpoena, regulatory request, court order).
• With your explicit written authorization (e.g., to your CPA or estate attorney).

Reg S-P (for advisory clients)

For clients of the advisory practice, this notice serves as the initial and annual privacy notice required by Regulation S-P. We restrict access to non-public personal information to those personnel who need it to provide services to you, and we maintain physical, electronic, and procedural safeguards to protect it.

Your Rights

You may request access to, correction of, or deletion of your information by contacting us at contact@innovationstratconsulting.com. If you are a California resident, the CCPA grants additional rights described upon request.

Cookies & Analytics

This site uses Google Analytics 4 (or equivalent privacy-respecting analytics). You can opt out via browser settings or the Google Analytics opt-out browser add-on. We do not use third-party advertising cookies.

Contact

Questions about this policy: contact@innovationstratconsulting.com