Discretion is the
Our commitment
Oak & Ivy Wealth is built on enduring relationships of trust. The information our clients and prospective clients entrust to us is treated with the same care we bring to their wealth: with discretion, intentional safeguards, and a long view.
Information we collect
We collect only what is necessary to advise you well. This may include:
Contact details you submit through our inquiry form (name, email, phone, message).
Financial, family, and goals information you choose to share during our engagement.
Standard technical information (browser type, anonymized analytics) used to maintain our website.
How we use your information
To respond to your inquiry and arrange a private conversation.
To deliver financial planning, wealth management, and related advisory services.
To meet our regulatory, recordkeeping, and tax-reporting obligations.
We do not sell, rent, or trade your personal information. We do not share it with third parties for marketing purposes.
How we protect your information
Encrypted transmission and storage of all client data.
Role-based access — only personnel who need to know.
Regular review of our security practices and vendor relationships.
Strict confidentiality applied to every conversation, document, and email.
Cookies & analytics
Our website uses minimal, privacy-respecting analytics to understand general usage and improve the experience. We do not use cross-site advertising trackers.
Your rights
You may at any time request to access, correct, or delete the personal information we hold about you. To do so, contact us at counsel@oakandivywealth.com.
Regulatory & compliance
Oak & Ivy Wealth provides advisory services in accordance with applicable federal and state regulations. Material disclosures, our Form ADV, and our Code of Ethics are available upon request and provided to all clients at the start of an engagement.
The information on this site is for general informational purposes and does not constitute investment, tax, or legal advice. Past performance is not indicative of future results. Advisory services are offered only pursuant to a written agreement.
Updates to this policy
We may revise this policy from time to time. The “Last updated” date above reflects the most recent revision. Material changes will be communicated to active clients directly.
Contact
Questions regarding this policy or our compliance practices may be directed to counsel@oakandivywealth.com.