Privacy Policy

Wick Capital Partners (“we,” “our,” or “us”) is committed to protecting your privacy. This Privacy Policy outlines how we collect, use, and protect your personal information in compliance with applicable laws and regulatory requirements.

1. Information We Collect
We may collect the following types of personal information:

Name, contact information (e.g., address, phone number, email)
Social Security Number or Tax Identification Number
Financial and investment account details
Employment and income information
Risk tolerance and investment objectives
Any other information provided to us during consultations or through our website

2. How We Use Your Information
We use your information to:

Provide investment advisory and financial planning services
Communicate with you about your accounts
Comply with regulatory requirements
Improve client service and support
Protect against fraud and unauthorized transactions

3. Information Sharing and Disclosure
We do not sell your personal information. We may share your information with:

Custodians, broker-dealers, and service providers that assist us in managing your accounts
Legal, regulatory, or law enforcement authorities when required by law
Professional advisors (e.g., attorneys, accountants) with your consent
All third parties are required to maintain the confidentiality and security of your information.

4. Security Measures
We implement physical, technical, and administrative safeguards to protect your personal information against unauthorized access, loss, or misuse.

5. Your Rights and Choices
You may:

Request access to the personal data we maintain about you
Request corrections or updates to your information
Opt out of certain communications (where applicable)
To make any such request, please contact us using the information below.

6. Website Use and Cookies
Our website may use cookies or similar technologies to enhance user experience and gather analytics data. These do not collect personally identifiable information unless you submit it voluntarily.

7. Updates to This Policy
We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date.

8. Contact Us
If you have any questions about this Privacy Policy or our data practices, please contact:
Wick Capital Partners
150 N Radnor Chester Rd
Suite A225
Wayne, PA 19087
215-302-3535
info@wickcapitalpartners.com

By engaging with our services or submitting your information, you agree to the terms of this Privacy Policy.