Privacy Policy

Effective Date: 01/01/2021

Protecting your privacy is a top priority. We are committed to maintaining the confidentiality, integrity, and security of your personal information. This Privacy Policy explains how we collect, use, and safeguard your information when you interact with us.

Information We Collect

We may collect personal information from you when you:

• Engage our services

• Request information or schedule consultations

• Complete forms or applications

• Visit our website

This information may include:

• Name, address, phone number, and email address

• Financial information such as income, investment objectives, risk tolerance, and assets

• Account numbers, social security numbers, and other identifying details

How We Use Your Information

We use your information to:

• Provide financial advisory and investment services

• Customize your financial plans and recommendations

• Communicate with you about your account or services

• Meet legal, regulatory, and compliance obligations

We do not sell your personal information to anyone.

Information Sharing

We may share your information with:

• Authorized employees and affiliates who need it to serve you

• Service providers who assist with business operations (such as custodians, technology providers, or compliance consultants)

• Regulatory agencies or law enforcement when required by law

All third parties must agree to safeguard your information and use it only for authorized purposes.

Safeguarding Your Information

We maintain strict physical, electronic, and procedural safeguards designed to protect your personal information. Access is limited to those employees who need the information to perform their job duties.

Your Choices

You have the right to:

• Review your personal information

• Request corrections to inaccurate information

• Opt-out of certain communications

• Ask questions about how your information is handled

To exercise any of these rights, please contact us using the information below.

Changes to This Privacy Policy

We may update this Privacy Policy periodically. If changes are made, the updated policy will be posted on our website with the new effective date.

Contact Us

If you have any questions about this Privacy Policy or our practices, please contact:

IP Financial Advisory Services, LLC | Innovation Partners, LLC
Phone: (412) 500-9430
Email: jrobinson@ipfinancialservicesllc.com