Privacy Policy

At Water Oak Investments, we respect your privacy and are committed to protecting the personal information you share with us. This Privacy Policy explains what information we collect, how we use it, how we protect it, and the circumstances under which it may be shared. By using our website, you agree to the terms of this Privacy Policy.

Information We Collect

We may collect personal information that you voluntarily provide, including:

Name

Email address

Phone number

Mailing address

Financial information you choose to share

Information submitted through contact forms, scheduling tools, or questionnaires

We may also automatically collect certain technical information when you visit our website, including:

IP address

Browser type

Device information

Pages visited

Website usage data through cookies or analytics tools

How We Use Your Information

We use your information to:

Respond to inquiries and communicate with you

Provide financial planning and investment advisory services

Schedule meetings and maintain client relationshipsImprove our website and user experience

Comply with legal and regulatory obligations

Protect against fraud or unauthorized activity

We do not sell your personal information.

How We Share Information

We may share information with trusted third-party service providers who assist in operating our business, including:

CRM and client communication platforms

Financial planning and account management software

Website hosting providers

Scheduling and analytics toolsRegulatory, legal, or compliance professionals

These third parties are required to maintain the confidentiality and security of your information. We may also disclose information when required by law, regulation, court order, or regulatory examination.

Data Security

We maintain administrative, technical, and physical safeguards designed to protect your personal information from unauthorized access, misuse, or disclosure.While we strive to use commercially reasonable security measures, no method of electronic transmission or storage is completely secure.

Cookies and Tracking Technologies

Our website may use cookies and similar technologies to improve functionality, analyze traffic, and enhance user experience.You may adjust your browser settings to decline cookies, though some website features may not function properly.

Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those websites.

Your Choices

You may contact us at any time to:

Request access to your personal information

Correct inaccurate information

Request deletion of certain information where permitted by law

Opt out of marketing communications

Retention of Information

We retain information for as long as necessary to fulfill business, legal, regulatory, and compliance obligations.

Children’s Privacy

Our website is not directed toward children under the age of 13, and we do not knowingly collect personal information from children.

Changes to This Policy

We may update this Privacy Policy periodically. Updates will be posted on this page with a revised effective date.

Contact Information

If you have questions regarding this Privacy Policy, please contact:

Water Oak Investments
Locust, North Carolina
Email: mark@wateroakinvestments.com
Website: https://www.wateroakinvestments.com