Privacy 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.com.