Information We Collect
SKG Wealth Management collects personal information that you voluntarily provide when you contact us through our website, schedule a consultation, or become a client. This may include your name, email address, phone number, mailing address, and financial information relevant to providing financial planning and investment advisory services. We also collect standard web analytics data including IP addresses, browser type, pages visited, and time spent on the site through Google Analytics to improve our website experience.
How We Use Your Information
We use the information you provide to respond to your inquiries, schedule consultations, provide financial planning and investment advisory services, send relevant communications about our services, and comply with applicable legal and regulatory requirements. We do not sell, rent, or trade your personal information to third parties for marketing purposes.
Information Sharing
We may share your information with our broker-dealer, Osaic Wealth, Inc., and our investment advisory firm, Osaic Advisory Services, LLC, as required to service your accounts and comply with regulatory obligations. We may also share information with service providers who assist us in operating our website and conducting our business, provided they agree to keep your information confidential. We will disclose information when required by law, regulation, or legal process.
Data Security
We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. However, no method of electronic transmission or storage is completely secure, and we cannot guarantee absolute security.
Cookies & Tracking
Our website uses cookies and similar tracking technologies to analyze site traffic and usage patterns through Google Analytics. You can control cookie preferences through your browser settings. Disabling cookies may affect certain features of our website.
Third-Party Links
Our website may contain links to third-party websites, including client portal login pages, regulatory sites, and educational resources. We are not responsible for the privacy practices or content of these external sites. We encourage you to review the privacy policies of any third-party site you visit.
Your Rights
You may request access to, correction of, or deletion of your personal information by contacting us at 814-371-5277 or visiting our office at 100 Meadow Lane, Suite 1, DuBois, PA 15801. We will respond to your request within a reasonable timeframe.
Changes to This Policy
We may update this privacy policy from time to time. Changes will be posted on this page with an updated effective date. We encourage you to review this policy periodically.
Contact Us
If you have questions about this privacy policy or our data practices, please contact us:
SKG Wealth Management
100 Meadow Lane, Suite 1
DuBois, PA 15801
Phone: 814-371-5277
