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Privacy Policy
Last Updated: 12/09/2025
Tapa Private Wealth Inc. (“Tapa Private Wealth Inc.,” “TPW,” “we,” “us,” or “our”) respects your privacy. This Website Privacy Policy explains how we collect, use, share, and protect personal information about visitors to our website and other online points of contact that link to this policy (collectively, the “TPW Website”).
This policy applies to TPW Website visitors and individuals who interact with TPW online, such as through contact forms, email subscriptions, or scheduling tools. It does not describe how we handle the nonpublic personal information of our advisory or tax clients, which is covered in a separate client privacy notice.
Information We Collect
Technical and usage data
When you visit the TPW Website, we may automatically collect certain technical and usage information, such as:
IP address and approximate location derived from it
Device type, operating system, and browser type
Dates and times of access
Pages viewed, links clicked, and referring/exit pages
General interaction data with the TPW Website
This information is typically collected through server logs, cookies, and similar technologies.
Analytics and cookies
We may use first- and third-party cookies, web beacons, pixels, and similar technologies to:
Measure TPW Website traffic and usage patterns
Understand which pages or content are most frequently visited
Improve TPW Website performance, navigation, and content
Analytics providers may collect information such as page views, time on page, and interactions with TPW Website features to help us understand and improve how the TPW Website is used.
If a separate cookie banner or Cookie Policy is available on the TPW Website, it may provide additional detail on the specific cookies we use and your options for managing them.
Information you provide to us
We may collect personal information that you voluntarily provide through forms, email, or other interactive features, including:
Name
Email address
Phone number
The content of your message or inquiry
Any other information you choose to share (for example, details about your financial or tax situation that you include in a free-form message)
You may provide this information when you:
Complete a contact form
Subscribe to email updates or other communications
Request a consultation or meeting
Use any other interactive features on the TPW Website (such as scheduling tools or chat, if available)
Communications and call recordings
As part of these interactions, we may record or monitor certain communications with you, such as telephone calls, voicemails, text messages, and online chats or messaging conversations with TPW personnel, where permitted by law. We do this to support compliance, supervision, recordkeeping, training, and quality-control efforts. These recordings and related logs may be associated with your contact details and other information you provide and are treated as personal information, which we process and protect as described in this TPW Website Privacy Policy.
Information from third parties
We may receive limited personal information about you from third-party service providers that support the TPW Website (for example, website hosting platforms, analytics providers, or scheduling applications), consistent with your settings with those providers and their privacy policies.
How We Use Visitor Information
We may use information collected from or about TPW Website visitors for purposes including:
Responding to your inquiries, messages, and requests, such as scheduling meetings or providing information about TPW services
Operating, maintaining, and improving the TPW Website, including diagnosing technical issues and monitoring performance
Performing analytics to understand how visitors use the TPW Website and to develop or enhance features, content, and services
Sending newsletters, updates, and other educational or informational content where permitted by law and consistent with your preferences
Complying with legal and regulatory obligations, responding to lawful requests, enforcing our agreements, and protecting the rights, privacy, safety, and property of TPW, our clients, visitors, and the public
Where required by applicable law, we rely on your consent or other lawful bases (such as our legitimate interests in operating and improving the TPW Website or fulfilling your requests) to process personal information.
How We Share Visitor Information Service providers
We may share visitor information with third-party service providers that perform services on our behalf, such as:
TPW Website hosting and infrastructure
Analytics and usage measurement
Email delivery and communication tools
Customer relationship management or scheduling tools
TPW Website security, maintenance, and support
These service providers are permitted to use personal information only as necessary to provide services to TPW and are expected to protect it appropriately.
No sale of personal information
We do not sell personal information about TPW Website visitors. If that were to change in the future, we would update this policy and provide any required notices or opt-out options.
Other disclosures
We may also disclose personal information:
To comply with applicable law, regulation, legal process, or governmental request
To protect the rights, property, or safety of TPW, our clients, visitors, or others
To investigate or help prevent security incidents, fraud, or other unlawful activity
In connection with a corporate transaction, such as a merger, acquisition, reorganization, or sale of assets, where personal information may be transferred as part of the transaction
Security
We maintain administrative, technical, and physical safeguards designed to protect personal information collected through the TPW Website from unauthorized access, use, loss, or disclosure.
Access to personal information is generally limited to personnel, contractors, and service providers who need the information to operate, develop, or improve the TPW Website or to respond to your requests, and who are expected to handle such information appropriately.
While we use reasonable security measures, no method of transmission over the internet or method of electronic storage is completely secure, and we cannot guarantee absolute security.
Data Retention
We retain personal information collected through the TPW Website for as long as necessary to:
Fulfill the purposes described in this TPW Website Privacy Policy
Comply with record-keeping or legal requirements
Resolve disputes and enforce our agreements
Retention periods may vary depending on the type of data and the context in which it is collected. When personal information is no longer needed for these purposes, we may delete it or de-identify it, subject to applicable law and our internal policies.
Your Choices and Controls
Communications
If you receive marketing or educational emails from us, you may opt out at any time by following the unsubscribe instructions in those emails or by contacting us using the information in the “How to Contact Us” section below. Even if you opt out of marketing communications, we may still send you non-marketing messages, such as responses to your inquiries.
Cookies and browser settings
Most web browsers allow you to control cookies through their settings, which may enable you to:
Block all cookies
Block cookies from specific sites
Delete existing cookies
You can consult your browser’s help documentation for details on how to manage cookies. If you block or delete cookies, some TPW Website features may not function as intended. Where available, a separate cookie banner or Cookie Policy may provide additional information and options.
Access, correction, and other rights
Depending on where you live and the applicable law, you may have rights to request access to, correction of, or deletion of certain personal information we maintain about you, or to request that we restrict or object to certain processing.
To submit such a request, please contact us as described in the “How to Contact Us” section. To protect your privacy, we may need to verify your identity before responding, and we may deny certain requests where permitted or required by law.
Children’s Privacy
The TPW Website is not directed to children under the age of 13, and we do not knowingly collect personal information from children under 13 through the TPW Website. If we become aware that we have collected personal information from a child under 13, we will take appropriate steps to delete it as required by applicable law.
Third-Party TPW Websites and Services
The TPW Website may link to third-party websites or include embedded content or tools operated by third parties (for example, mapping services or scheduling platforms). These third parties may collect information about you when you interact with their content or services. Their practices are governed by their own privacy policies, not this TPW Website Privacy Policy. We encourage you to review the privacy policies of any third-party sites or services you visit.
Data Provided About Others
If you provide us with personal information about another individual (for example, a spouse, partner, or other contact), you represent that you have the authority and/or obtained any required consent to share that information with us so that we may collect, use, and disclose it for the purposes described in this TPW Website Privacy Policy and as permitted or required by law.
Separate Privacy Notice for Advisory and Tax Clients
This TPW Website Privacy Policy is distinct from the privacy notice we provide to individuals who become advisory or tax clients of TPW. If you enter into an advisory or tax engagement with us, you will receive a separate privacy notice describing how we handle your nonpublic personal information as required by applicable financial privacy laws, such as the Gramm-Leach-Bliley Act and Regulation S-P.
That client privacy notice will govern TPW’s use and disclosure of your nonpublic personal information in connection with the advisory or tax services we provide.
Changes to This TPW Website Privacy Policy
We may update this TPW Website Privacy Policy from time to time. When we make changes, we will revise the “Last updated” date at the top of this policy and, if required by law, provide additional notice. Your continued use of the TPW Website after an updated version is posted indicates your acceptance of the revised policy.
How to Contact Us
If you have questions about this TPW Website Privacy Policy or our privacy practices, or if you would like to exercise any applicable rights, you may contact us at:
Tapa Private Wealth Inc.
912 Drew St Ste 202
Clearwater, FL 33755
Phone: 646-662-7061
Email: info@tapaprivatewealth.com
You may also contact us through any contact forms or interactive features available on the TPW Website.