Privacy Policy

This Privacy Policy explains how KWM Partners, LLC (“KWM Partners”, “we”, “us” or “our”) handles personal information collected through this website and the booking funnel that leads to a Complimentary Retirement Strategy Analysis. KWM Partners, LLC is an SEC registered investment adviser with offices at 2435 North Central Expy, 12th Floor, Richardson, TX 75048, and is dual registered to provide investment advisory services and insurance products through its licensed agents.

Questions about this policy can be sent to michael.collins@kwmpartners.com.

We collect the following categories of information:

• Information you give us. Your name, email address, telephone number, age or retirement timeline, marital status, state of residence, and the details you volunteer about your retirement goals, income needs, approximate investable assets, account types and tax situation when you complete the form or book a call.
• Scheduling information. The date, time and time zone of your appointment, and the notes recorded before, during or after your call.
• Technical information. IP address, browser type, device type, referring page, pages visited and time on page, collected automatically by our website and analytics tools.
• Communications. Emails, text messages, voicemails and call notes exchanged with us.

We do not ask for account numbers, login credentials, or Social Security numbers through this website. Please do not send them by email or through any form on this site.

• To schedule, confirm, prepare for and conduct your call.
• To assess whether our income planning and tax planning services are a fit for your situation.
• To contact you about your appointment, including reminders and rescheduling, by email, telephone or text message.
• To send educational and marketing communications, where you have agreed to receive them.
• To operate, secure, measure and improve this website and our marketing.
• To meet our legal, regulatory, supervisory and recordkeeping obligations as a registered investment adviser and as licensed insurance agents.

We do not sell your personal information. We share it only as follows:

• Service providers. Our customer relationship management systems, scheduling and video-meeting platforms, email and text messaging providers, website hosting and analytics providers, all of whom process information on our instructions.
• Custodians, carriers and product sponsors. Only where you decide to move forward with a recommendation and the information is needed to open or service an account, policy or contract.
• Professional advisers. Our compliance consultants, auditors, attorneys and accountants, under duties of confidentiality.
• Regulators and legal process. Where required by law, regulation, subpoena, examination or to protect our rights or the safety of others.
• Business transfers. In connection with a merger, acquisition or sale of all or part of our business, subject to this policy.

This website and the pages in this funnel use cookies and similar technologies to keep the site working, remember your progress through the funnel, measure traffic, and understand which advertising brings people here. Some of these are set by third parties, including analytics and advertising platforms, which may use them to measure conversions or show you our ads on other sites.

You can block or delete cookies in your browser settings, and most browsers offer a “do not track” signal. Blocking cookies may stop parts of the booking process from working. Where third-party platforms offer their own opt-outs, you can use those directly.

By giving us your email address and telephone number you agree that we may contact you about your appointment and about our services by email, telephone and text message, including with automated reminders. Message and data rates may apply, and message frequency varies. Consent to marketing messages is not a condition of receiving any service.

You can opt out of marketing emails by using the unsubscribe link in any message, and out of text messages by replying STOP. We will still send you messages necessary to administer an appointment or an existing relationship.

We maintain physical, electronic and procedural safeguards designed to protect your information, and we restrict access to those employees and agents who need it to do their work. No website or method of transmission is completely secure, so we cannot guarantee absolute security.

We keep personal information for as long as needed for the purposes described above and for the periods required by the books and records rules applicable to registered investment advisers and insurance licensees, after which it is securely deleted or anonymized.

Depending on where you live, you may have the right to request access to the personal information we hold about you, to ask for it to be corrected or deleted, to opt out of marketing communications, and to ask us not to sell or share it — though we do not sell personal information. Texas residents have these rights under the Texas Data Privacy and Security Act, and residents of other states may have similar rights under their own laws.

To make a request, contact us at michael.collins@kwmpartners.com. We will verify your identity before acting and will respond within the time required by law. We will not discriminate against you for exercising these rights.

Our services are intended for adults. This website is not directed at children under 13, and we do not knowingly collect personal information from them. If you believe a child has provided us with information, contact us and we will delete it.

We may update this Privacy Policy from time to time. The effective date at the top of the page shows when it was last revised, and material changes will be posted on this page. Continuing to use the site after an update means you accept the revised policy.

KWM Partners, LLC, 2435 North Central Expy, 12th Floor, Richardson, TX 75048. Email michael.collins@kwmpartners.com.