— Privacy —

Privacy Policy

How CFG Wealth Management handles personal information for clients and visitors to this website.

This page is a scaffold, not a finished policy. A privacy notice is a legal document with obligations under Regulation S-P and applicable state law, and it must be supplied or approved by Madison Avenue Securities compliance. The structure below reflects what such a notice normally covers. Replace each section with the approved language before publishing, or link to the broker-dealer's own privacy notice instead of hosting one here.

Information we collect

[MAS-approved language. Typically describes information collected from applications and forms, from transactions, and from consumer reporting agencies.]

How information is used

[MAS-approved language. Typically describes use in servicing accounts, processing transactions, and meeting regulatory obligations.]

Information sharing

[MAS-approved language. Typically describes sharing with affiliates, service providers and as permitted or required by law, and any opt-out rights.]

How information is protected

[MAS-approved language. Typically describes physical, electronic and procedural safeguards.]

Former clients

[MAS-approved language. Typically states the policy that applies after an account is closed.]

Website visitors

[Describe what this website collects, including any form submissions, analytics and cookies actually in use once the site is live.]

California residents

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.

The CCPA paragraph above is carried over from the existing CFG website. Confirm with compliance whether it still applies, and whether a working "do not sell my personal information" destination is required.

Changes to this notice

[MAS-approved language.]

Questions

CFG Wealth Management Inc.
5200 W. 94th Terrace, Suite 111
Prairie Village, KS 66207
913-660-0258
lamont@cfgwealthmanagement.com