Privacy Policy | PLC Wealth Partners

Last updated: July 21, 2026

PLC Wealth Partners LLC ("PLC Wealth Partners," "we," "us," or "our") respects your privacy. This Privacy Policy explains how we collect, use, share, and protect information when you visit our website at plcwealthpartners.com (the "Site") or engage us for financial planning and investment advisory services.

Information We Collect

We may collect the following types of information:

Information you provide directly — such as your name, email address, phone number, and any details you share through our contact form, consultation booking form, or Calendly scheduling tool.
Client and prospective client information — if you engage us as a client, we collect personal and financial information (such as income, assets, account numbers, and tax information) as necessary to provide financial planning and advisory services. This information is also governed by the Regulation S-P privacy notice provided to clients at the start of the advisory relationship.
Automatically collected information — such as your IP address, browser type, device information, and pages visited, gathered through standard website analytics and cookies.

How We Use Your Information

To respond to inquiries and schedule consultations
To provide, administer, and improve our financial planning and advisory services
To meet our legal, regulatory, and compliance obligations as a registered investment adviser
To maintain the security and proper functioning of the Site

How We Share Information

We do not sell your personal information. We may share information with:

Service providers who support our operations (e.g., scheduling, custodial, and technology platforms), under confidentiality obligations
Regulators or government authorities when required by law or applicable rule
Professional advisors (such as accountants or attorneys) at your direction and with your consent

Cookies & Third-Party Tools

Our Site uses Calendly to power our online scheduling. When you book a consultation, information you enter is shared with Calendly to process your request — their use of that information is governed by Calendly's own privacy policy. Our Site may also use cookies or similar technologies for basic analytics; you can control cookies through your browser settings.

Data Security

We maintain administrative, technical, and physical safeguards designed to protect your information from unauthorized access, disclosure, alteration, or destruction. No method of electronic transmission or storage is 100% secure, and we cannot guarantee absolute security.

Your Choices

You may contact us at any time to ask what information we hold about you, to request a correction, or to opt out of non-essential communications. Clients may also refer to our Regulation S-P privacy notice for additional rights regarding nonpublic personal information.

Children's Privacy

Our Site is not directed to individuals under the age of 18, and we do not knowingly collect personal information from children.

Changes to This Policy

We may update this Privacy Policy from time to time. The "Last updated" date above reflects the most recent revision. Material changes will be posted on this page.

Contact Us

If you have questions about this Privacy Policy or how your information is handled, please contact us at intro@plcwealthpartners.com or (502) 694-6665.