Privacy Policy

Compass Wealth Strategies is committed to protecting your privacy and developing technology that gives you the most powerful and safe online experience. This Statement of Privacy applies to the Compass Wealth Strategies Web site and governs data collection and usage. By using the Compass Wealth Strategies website, you consent to the data practices described in this statement.

Collection of your Personal Information

Compass Wealth Strategies collects personally identifiable information, such as your e-mail address, name, home or work address or telephone number. Compass Wealth Strategies also collects anonymous demographic information, which is not unique to you, such as your ZIP code, age, gender, preferences, interests and favorites.

There is also information about your computer hardware and software that is automatically collected by Compass Wealth Strategies. This information can include: your IP address, browser type, domain names, access times and referring Web site addresses. This information is used by Compass Wealth Strategies for the operation of the service, to maintain quality of the service, and to provide general statistics regarding use of the Compass Wealth Strategies Web site.

Please keep in mind that if you directly disclose personally identifiable information or personally sensitive data through Compass Wealth Strategies public message boards, this information may be collected and used by others. Note: Compass Wealth Strategies does not read any of your private online communications.

Compass Wealth Strategies encourages you to review the privacy statements of Web sites you choose to link to from Compass Wealth Strategies so that you can understand how those Web sites collect, use and share your information. Compass Wealth Strategies is not responsible for the privacy statements or other content on Web sites outside of the Compass Wealth Strategies and Compass Wealth Strategies family of Web sites.

Use of your Personal Information

Compass Wealth Strategies collects and uses your personal information to operate the Compass Wealth Strategies Web site and deliver the services you have requested. Compass Wealth Strategies also uses your personally identifiable information to inform you of other products or services available from Compass Wealth Strategies and its affiliates. Compass Wealth Strategies may also contact you via surveys to conduct research about your opinion of current services or of potential new services that may be offered.

Compass Wealth Strategies does not sell, rent or lease its customer lists to third parties. Compass Wealth Strategies may, from time to time, contact you on behalf of external business partners about a particular offering that may be of interest to you. In those cases, your unique personally identifiable information (e-mail, name, address, telephone number) is not transferred to the third party. In addition, Compass Wealth Strategies may share data with trusted partners to help us perform statistical analysis, send you email or postal mail, provide customer support, or arrange for deliveries. All such third parties are prohibited from using your personal information except to provide these services to Compass Wealth Strategies, and they are required to maintain the confidentiality of your information.

Compass Wealth Strategies does not use or disclose sensitive personal information, such as race, religion, or political affiliations, without your explicit consent. Compass Wealth Strategies keeps track of the Web sites and pages our customers visit within Compass Wealth Strategies, in order to determine what Compass Wealth Strategies services are the most popular. This data is used to deliver customized content and advertising within Compass Wealth Strategies to customers whose behavior indicates that they are interested in a particular subject area. Compass Wealth Strategies Web sites will disclose your personal information, without notice, only if required to do so by law or in the good faith belief that such action is necessary to: (a) conform to the edicts of the law or comply with legal process served on Compass Wealth Strategies or the site; (b) protect and defend the rights or property of Compass Wealth Strategies; and, (c) act under exigent circumstances to protect the personal safety of users of Compass Wealth Strategies, or the public.

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. Information sharing to subcontractors in support services, such as customer service is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

Use of Cookies

The Compass Wealth Strategies Web site use “cookies” to help you personalize your online experience. A cookie is a text file that is placed on your hard disk by a Web page server. Cookies cannot be used to run programs or deliver viruses to your computer. Cookies are uniquely assigned to you, and can only be read by a web server in the domain that issued the cookie to you.

One of the primary purposes of cookies is to provide a convenience feature to save you time. The purpose of a cookie is to tell the Web server that you have returned to a specific page. For example, if you personalize Compass Wealth Strategies pages, or register with Compass Wealth Strategies site or services, a cookie helps Compass Wealth Strategies to recall your specific information on subsequent visits. This simplifies the process of recording your personal information, such as billing addresses, shipping addresses, and so on. When you return to the same Compass Wealth Strategies Web site, the information you previously provided can be retrieved, so you can easily use the Compass Wealth Strategies features that you customized.

You have the ability to accept or decline cookies. Most Web browsers automatically accept cookies, but you can usually modify your browser setting to decline cookies if you prefer. If you choose to decline cookies, you may not be able to fully experience the interactive features of the Compass Wealth Strategies services or Web sites you visit.

Security of your Personal Information

Compass Wealth Strategies secures your personal information from unauthorized access, use or disclosure. Compass Wealth Strategies secures the personally identifiable information you provide on computer servers in a controlled, secure environment, protected from unauthorized access, use or disclosure. When personal information (such as a credit card number) is transmitted to other Web sites, it is protected through the use of encryption, such as the Secure Socket Layer (SSL) protocol.

Changes to this Statement

Compass Wealth Strategies will occasionally update this Statement of Privacy to reflect company and customer feedback. Compass Wealth Strategies encourages you to periodically review this Statement to be informed of how Compass Wealth Strategies is protecting your information.

Contact Information

Compass Wealth Strategies welcomes your comments regarding this Statement of Privacy. If you believe that Compass Wealth Strategies has not adhered to this Statement, please contact Compass Wealth Strategies at We will use commercially reasonable efforts to promptly determine and remedy the problem.