Privacy Policy

1 · Who we are

Driftwood Wealth is a registered investment adviser. This Privacy Policy explains how we handle information collected through this website. [Add legal entity name, CRD number, and registered office once finalized.]

2 · Information we collect

We aim to collect as little as possible. This may include:

• Information you choose to give us — for example, when you request a coordination review or contact the firm (name, email, and anything you include in your message).
• Limited, privacy-preserving usage data. [Describe form fields and any intake questionnaire once the CTA pipeline is finalized.]

3 · Analytics

This site uses Plausible Analytics, a privacy-first, cookieless analytics service. It does not use cookies, does not collect personal data, and does not track visitors across sites — so no cookie-consent banner is required. Aggregate metrics (such as page views and referral sources) are all we see.

4 · How we use information

To respond to your inquiry, to provide and improve the website, and to meet our legal and regulatory obligations as an investment adviser. [Expand with retention purposes and any CRM handling.]

5 · Sharing

We do not sell personal information. We share it only with service providers who help us operate (for example, scheduling and email), and where required by law or regulation. [List processor categories.]

6 · Third-party links

This site links to third-party resources, including the SEC's Investment Adviser Public Disclosure site. Their privacy practices are their own.

7 · Your choices

You can ask what information we hold, request a correction, or ask us to delete it. [State applicable rights and response timelines.]

8 · Contact

Questions about this policy? [Add the firm's privacy contact email and mailing address.]

9 · Changes

We may update this policy from time to time. The "last updated" date above reflects the current version.