Effective Date: 8/26/25
CFG Wealth Management (“Company,” “we,” “our,” or “us”) values your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website https://www.cfgwealthmanagement.com or interact with us.
We may collect the following types of information:
Personal Information You Provide:
Name, email address, phone number, or any other information you voluntarily submit when contacting us or completing forms.
Automatically Collected Information:
IP address, browser type, operating system, and usage data when you visit our website.
Cookies and tracking technologies to improve website functionality and user experience.
We may use your information for purposes including:
Providing and managing our financial services.
Responding to inquiries, requests, or communications.
Sending updates, newsletters, or marketing communications (with your consent where required).
Improving our website, services, and user experience.
Complying with applicable legal, regulatory, and compliance obligations.
We do not sell or rent your personal information. We may share information in the following limited circumstances:
With Service Providers: Trusted third parties who help us operate our business and provide services to you.
For Legal Compliance: To comply with laws, regulations, or legal processes, or to protect our rights, property, and safety.
Business Transfers: In the event of a merger, acquisition, or sale of company assets.
We implement reasonable administrative, technical, and physical safeguards to protect your personal information from unauthorized access, disclosure, or misuse. However, no method of transmission or storage is completely secure.
Depending on your jurisdiction, you may have rights to:
Access, update, or correct your personal information.
Request deletion of your personal data.
Opt out of marketing communications.
Restrict or object to certain processing activities.
To exercise your rights, please contact us at lamont@cfgwealthmanagement.com.
Our website may use cookies and similar technologies to enhance user experience. You may disable cookies in your browser settings, but some website features may not function properly.
Our website may contain links to external sites. We are not responsible for the privacy practices or content of third-party websites.
Our services are not directed to individuals under the age of 18, and we do not knowingly collect personal information from children.
We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date.
If you have questions or concerns about this Privacy Policy or our data practices, please contact:
CFG Wealth Management
Attn: LaMont Chandler
Email: lamont@cfgwealthmanagement.com
Website: https://www.cfgwealthmanagement.com
Disclaimer: The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
Contacts:
Office: 913-660-0258
Fax: 913-660-0260
5200 W. 94th Terrace
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