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Privacy Policy & Terms and Conditions

This Privacy Policy sets forth how Carbon Wealth Management, Inc. collects and processes personal information about you.

This Privacy Policy applies to visitors of this website. Carbon Wealth Management provides separate privacy policy notices to other categories of individuals such as current clients and Investors. You may only provide us with information for which you have the appropriate authority, or consent. If you provide us information about any person other than yourself, you must ensure that the other person understands how that information will be used, including the purposes set out in this Privacy Policy.

If you believe that we have or may have information from or about someone under 19 years of age, please contact us at info@carbonwealthmgt.com.

Collection of Personal Information

Website Visitors

Depending on how you choose to use this website, we may need you to provide the following information:

  • Contact information: name, address, e-mail address, telephone number and other contact details along with any other information you choose to provide;
  • Subscription Communications: email address (if you choose to subscribe, you will have the option to opt out of receiving such marketing communications at any time by contacting us or unsubscribing via a link in the particular communication).

Your privacy is important to us and we will will only share data with our affiliates or other external parties to the extent necessary to provide you with the unparalleled commitment and personalized service you will come to expect from Carbon Wealth Management.

Terms and Conditions

Not an offer of services or securities

This website is limited to the dissemination of general information about services provided by Carbon Wealth Management, Inc. This website and the information contained herein do not constitute and should not be construed as an offering of advisory services or an offer to sell or solicit to buy any securities or related financial instrument in any jurisdiction.

Jurisdiction

The materials in and on this website are for residents of the United States of America. Carbon Wealth Management, Inc. makes no representation that material on the website is appropriate or available for those outside of the United States of America.

Investment Risk

Past performance is not an indication of future results. Investing involves risk including potential loss of capital.

Some of the information presented on this website is hypothetical and is not intended to serve as a projection of the investment results of any specific investment. We encourage you to talk to an investment professional about your situation. We are not responsible for the consequences of any decisions or actions taken in reliance upon or as a result of the information provided by any tools on this website, including the website itself.

The information in located in this website and tools available on this website are based on current interpretations of the law and is not guaranteed. Neither the corporation nor its representatives give legal or tax advice. Please consult your attorney or tax advisor for answers to a specific question.