Effective Date: [11/01/2025]
Denver Wealth Family Office (“we,” “our,” or “us”) is committed to protecting the confidentiality and security of your personal information. This Privacy Policy describes how we collect, use, and safeguard your information.
Information We Collect
We may collect personal information including, but not limited to:
- Name, address, phone number, and email
- Financial information (income, assets, liabilities)
- Tax documents and identification numbers
- Account login credentials (if voluntarily provided for planning tools)
How We Use Information
We use your information to:
- Provide tax preparation and filing services
- Deliver financial planning and advisory support
- Communicate with you regarding services and updates
- Comply with legal and regulatory obligations
Information Sharing
We do not sell your personal information. We may share information:
- With trusted service providers (e.g., software platforms, custodians)
- As required by law, regulation, or legal process
- With your consent
Data Security
We maintain administrative, technical, and physical safeguards designed to protect your information from unauthorized access, use, or disclosure.
Your Rights
You may request access to, correction of, or deletion of your personal information, subject to applicable legal requirements.
Changes to This Policy
We may update this Privacy Policy periodically. Updates will be posted on our website with a revised effective date.
Contact Us
If you have questions regarding this policy, please contact us at:
(303) 339-9030; blaise@dwfamilyoffice.com