Privacy Policy

Who We Are

Balanced Wealth Partners is a registered investment advisor (RIA) located at 3711 John F Kennedy Parkway, Suite 230, Fort Collins, CO 80525. We provide financial planning, investment management, and business exit planning services to individuals and families. References to "we," "us," or "our" in this policy refer to Balanced Wealth Partners.

Information We Collect

We collect information you provide directly to us, including:

• Contact information such as name, email address, and phone number submitted through our website contact form
• Any message or inquiry content you submit through the contact form

We also collect certain information automatically when you visit our website:

• Website usage data via Google Analytics 4, including pages visited, time spent on site, and general geographic location (city/region level). This data is anonymized and aggregated.
• Standard server log data such as IP address, browser type, and referring pages

We do not collect sensitive personal or financial information through this website. Client financial data is handled through our secure client portal (RightCapital) and governed by separate agreements.

How We Use Your Information

We use the information collected to:

• Respond to inquiries submitted through the contact form
• Communicate with prospective and current clients
• Understand how visitors use our website so we can improve it (via Google Analytics)
• Comply with applicable legal and regulatory obligations

We do not sell, rent, or share your personal information with third parties for their marketing purposes.

Third-Party Services

Our website uses the following third-party services:

• Google Analytics 4 — collects anonymized website usage data. Google's privacy policy applies: policies.google.com/privacy. You can opt out via the Google Analytics opt-out browser add-on.
• RightCapital — our client portal for financial planning. Accessible at app.rightcapital.com. Subject to RightCapital's privacy policy and terms.
• Google Fonts — fonts are loaded from Google's servers, which may collect usage data per Google's privacy policy.

Cookies

Our website uses cookies primarily through Google Analytics. These are small text files stored on your device to help us understand website usage patterns. You can control cookie settings through your browser preferences. Disabling cookies may limit some website functionality but will not affect your ability to contact us or access information.

Data Retention

We retain contact form submissions for as long as necessary to respond to your inquiry and maintain reasonable business records. Google Analytics data is retained according to Google's standard retention settings. You may request deletion of your information at any time by contacting us.

Your Rights

You have the right to:

• Request access to personal information we hold about you
• Request correction of inaccurate information
• Request deletion of your information
• Opt out of Google Analytics data collection

To exercise any of these rights, please contact us at [email protected] or call (970) 851-8800.

Security

We take reasonable technical and organizational measures to protect the information you submit through our website. However, no method of transmission over the internet is 100% secure. We encourage you not to submit sensitive financial information through the general contact form.

Children's Privacy

Our website is not directed at children under the age of 13, and we do not knowingly collect personal information from children. If you believe we have inadvertently collected information from a child, please contact us immediately.

Changes to This Policy

We may update this Privacy Policy periodically. When we do, we will revise the "Last Updated" date below. We encourage you to review this page occasionally to stay informed of any changes.

Contact Us

If you have questions about this Privacy Policy or how we handle your information, please reach out:

• Email: [email protected]
• Phone: (970) 851-8800
• Address: 3711 John F Kennedy Parkway, Suite 230, Fort Collins, CO 80525

Last updated: June 15, 2026