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Privacy Policy

This privacy policy describes how we collect, use, and protect your personal information when you use our website and services.

1. Information We Collect

We collect information that you provide directly to us, such as when you create an account, make a purchase, or contact us for support. This may include your name, email address, mailing address, phone number, and payment information.

2. How We Use Your Information

We use the information we collect to:

  • Process and fulfill your orders
  • Send you order confirmations and updates
  • Respond to your comments and questions
  • Improve our website and services
  • Send you marketing communications (with your consent)

3. Information Sharing

We do not sell, trade, or rent your personal information to third parties. We may share your information with service providers who assist us in operating our website and conducting our business, as long as those parties agree to keep this information confidential.

4. Data Security

We implement appropriate security measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction.

5. Your Rights

You have the right to access, update, or delete your personal information at any time. You may also opt out of receiving marketing communications from us.

6. Cookies

We use cookies to enhance your experience on our website. You can choose to disable cookies through your browser settings, though this may affect the functionality of the site.

7. Changes to This Policy

We may update this privacy policy from time to time. We will notify you of any changes by posting the new policy on this page.

8. Contact Us

If you have any questions about this Privacy Policy, please contact us.

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An established independent platform that empowers advisors to deliver exceptional client experiences through excellent advice, comprehensive operational support, and access to best-in-class investment solutions.

Address

14624 N Scottsdale Rd
Suite 195
Scottsdale, AZ 85254

201 Columbine St.,
Ste 150 #6195
Denver, CO 80206

601 Carlson Parkway
Suite 1150
Minnetonka, MN 55305

Disclosures

Investment advisory services are offered by Xcelsior Advisor Partners, a registered investment adviser.

Securities are offered through Simplicity Investments, a member of FINRA/SIPC. Xcelsior Advisor Partners is not affiliated with Simplicity Investments. 

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