About this policy
This Privacy Policy explains how Klyman Financial (“Klyman Financial,” “we,” “us,” or “our”) handles information collected through our website at klymanfinancial.com (the “Site”). It covers the data we gather when you browse the Site, fill out a form, schedule a meeting, or otherwise communicate with us online.
Klyman Financial offers advisory services as a DBA of ThePARTNERS Wealth Management, an SEC-registered investment adviser, and works with Simplicity Investments (Member FINRA/SIPC) for securities. If you become a client, the way we collect, use, and protect your nonpublic personal financial information is also governed by the privacy notice we provide under federal financial-privacy rules. That client notice, not this website policy, controls how we treat the personal financial information you share with us as part of an advisory or brokerage relationship.
Information we collect
Information you give us
When you complete a contact or scheduling form, sign up for our newsletter, or email us, we collect the details you choose to provide. That usually includes your name, email address, phone number, and whatever you write in the message or notes field. If you request a consultation, you may also share information about your financial situation or goals.
Information collected automatically
Like most websites, ours records certain technical information when you visit. This can include your IP address, browser type, device and operating system, the pages you view, the links you click, and the date and time of your visit. We collect this through cookies and similar technologies (see below).
Information from other sources
We may receive information about you from the analytics, advertising, and scheduling tools we use, and from social media platforms when you interact with our content there.
How we use your information
We use the information we collect to:
- respond to your questions and schedule meetings;
- provide the services and information you ask for;
- send newsletters or updates you have signed up to receive;
- operate, maintain, and improve the Site;
- understand how visitors use the Site so we can make it more useful;
- protect against fraud and keep the Site secure; and
- meet our legal, regulatory, and compliance obligations.
Cookies and tracking technologies
Cookies are small files stored on your device that help a website function and remember your preferences. We use them to keep the Site running properly and, with services such as analytics tools, to measure traffic and see which pages people find helpful. You can set your browser to refuse cookies or alert you when one is being placed, though some parts of the Site may not work as intended if you do.
How we share information
We do not sell your personal information. We share it only in the following situations:
- Service providers. We work with vendors who host the Site, manage email and scheduling, and provide analytics. They may handle your information on our behalf and are expected to keep it confidential.
- Affiliated firms. Where it relates to services you request, we may share information with ThePARTNERS Wealth Management and Simplicity Investments consistent with applicable privacy rules.
- Legal and safety reasons. We may disclose information when required by law, regulation, subpoena, or court order, or when we believe it is necessary to protect our rights, our clients, or the public.
- Business changes. If our firm is involved in a merger, acquisition, or transfer of assets, information may be shared as part of that transaction.
Third-party links
The Site links to other websites, including FINRA, SIPC, regulatory disclosure documents, and our social media pages. We are not responsible for the privacy practices of those sites, and we encourage you to read their policies before sharing information with them.
How we protect your information
We maintain reasonable physical, electronic, and procedural safeguards designed to protect the information we collect. No website or method of transmission over the internet is completely secure, so while we work to protect your data, we cannot guarantee absolute security.
How long we keep information
We keep the information we collect for as long as needed to fulfill the purposes described in this policy and to satisfy our legal and recordkeeping obligations, after which we take steps to delete or anonymize it.
Your choices
You can unsubscribe from our marketing emails at any time using the link in those messages or by contacting us. You can also adjust your browser settings to limit cookies. Depending on where you live, you may have additional rights over your personal information — such as the right to request access to it, ask that it be corrected or deleted, or opt out of certain uses. To make a request, contact us using the details below, and we will respond as required by applicable law.
Children’s privacy
The Site is intended for adults and is not directed to children under 13. We do not knowingly collect personal information from children. If you believe a child has provided us with information, please contact us and we will delete it.
Changes to this policy
We may update this Privacy Policy from time to time. When we do, we will revise the “Last updated” date at the top of the page. We encourage you to review it periodically.
Contact us
If you have questions about this Privacy Policy or how we handle your information, please reach out:
Klyman Financial
675 Third Avenue, Suite 920
New York, NY 10017
Phone: 833-347-5267
Email: info@klymanfinancial.com