Privacy Policy

Last Updated: May 9, 2025

1. Introduction

Compass Wealth Professionals (“we,” “us,” or “our”) values your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard the information you provide through our website at [compasswealthpros.com] and related online services, developed in partnership with Stratigem Creative Group (SCG).

2. Information We Collect

• Personal Information: We collect your name, email address, and phone number when you fill out our Get Started (contact) forms on our website.

• Usage Data & Cookies: We use Google Analytics and other cookies to understand how you interact with our site, improve user experience, and analyze website traffic.

3. How We Collect Information

All personal information is collected through the Get Started forms on our website. Usage data is collected automatically via cookies and similar tracking technologies.

4. Use of Information

We use the information you provide to:

• Respond to your inquiries and requests.

• Provide, operate, and maintain our services.

• Improve our website, services, and client experience.

• Perform analytics and generate reports about website usage.

5. Sharing of Information

• With Service Providers & Affiliates: We do not sell or rent your personal information. We may share data with our service providers — only with your express permission once you are onboarded as a client.

• Legal Compliance: We may disclose information as required by law or to protect our rights.

6. Data Security

We implement SSL encryption and store data on secure, encrypted servers. Access to personal information is restricted to authorized personnel only.

7. Children’s Privacy

We do not knowingly collect information from minors under the age of 18. If you believe we have inadvertently collected such information, please contact us to request deletion.

8. International Users

Our services are intended for U.S.-based users only. We do not process data outside the United States.

9. Your Rights and Choices

You may contact us to access, correct, or delete your personal information. To make such a request, please email Deonte Ramos at dramos@trystratigem.com.

10. Contact Information

If you have any questions or concerns about this Privacy Policy, please contact:

Deonte Ramos
Site Manager, Stratigem Creative Group (SCG)
dramos@trystratigem.com