Privacy Policy

Introduction

Kept Capital Strategies ("Company," "we," "us," or "our") operates the website located at keptcapitalstrategies.com and provides advanced tax mitigation consulting and strategy services to qualified high-income individuals and business owners.

This Privacy Policy describes how we collect, use, store, and protect the personal information you provide when you visit our website, submit an application, schedule a call, or otherwise communicate with us.

By accessing our website or submitting any information to us, you acknowledge that you have read and understood this Privacy Policy and consent to the practices described herein.

Information We Collect

Information You Provide Directly

When you submit an application, schedule a discovery call, or contact us through our website, we may collect the following categories of information:

• Full name and contact information including email address and phone number
• Annual income range and primary income type (W-2, business, capital gains, etc.)
• Liquid capital available to invest
• General description of your tax situation or challenges
• Any other information you voluntarily provide in open-text fields or direct communications

Information Collected Automatically

When you visit our website, we may automatically collect certain technical information through standard web technologies, including:

• IP address and approximate geographic location
• Browser type and version
• Pages visited and time spent on those pages
• Referring URL and exit pages
• Device type and operating system

Information From Third Parties

We may receive limited information about you from third-party advertising platforms, analytics providers, or referral partners. This information is used solely to improve our marketing effectiveness and website experience.

How We Use Your Information

We use the information we collect for the following purposes:

• To review your application and determine whether a discovery call is appropriate
• To contact you to schedule and conduct your discovery call
• To provide tax mitigation consulting and strategy services to qualified clients
• To communicate with you about your engagement, questions, or follow-up matters
• To improve our website, marketing materials, and service offerings
• To comply with applicable legal and regulatory obligations
• To protect against fraud, unauthorized access, or other harmful activity

We do not use your personal information for automated decision-making or profiling purposes.

Sharing of Information

We do not sell, rent, or trade your personal information to any third party. We may share your information in the following limited circumstances:

Service Providers

We work with trusted third-party service providers who assist us in operating our website, managing client communications, and delivering our services. These providers are contractually obligated to handle your information only as directed by us and in accordance with this Privacy Policy. Examples include CRM platforms, scheduling software, and email communication tools.

Fulfillment Partners

In connection with the delivery of tax mitigation strategies, we may share relevant information with qualified third-party tax planning and advisory firms who assist in the execution of client strategies. Any such sharing is done under strict confidentiality agreements and only to the extent necessary to deliver the services you have engaged us for.

Legal Requirements

We may disclose your information if required to do so by law, court order, or government authority, or if we believe in good faith that such disclosure is necessary to protect our rights, your safety, or the safety of others.

Business Transfers

In the event of a merger, acquisition, or sale of all or a portion of our assets, your information may be transferred as part of that transaction. We will notify you of any such change and any choices you may have regarding your information.

Data Security

We implement reasonable and appropriate technical and organizational measures to protect your personal information against unauthorized access, disclosure, alteration, or destruction. These measures include secure data transmission protocols, access controls, and regular review of our information handling practices.

However, no method of transmission over the internet or method of electronic storage is completely secure. While we strive to use commercially acceptable means to protect your personal information, we cannot guarantee its absolute security. You provide information to us at your own risk.

If you have reason to believe that your interaction with us is no longer secure, please contact us immediately using the contact information provided at the end of this policy.

Data Retention

We retain your personal information for as long as is necessary to fulfill the purposes for which it was collected, including for the duration of any active client relationship, and for a reasonable period thereafter to comply with legal obligations, resolve disputes, and enforce our agreements.

Application information from individuals who do not become clients is retained for a reasonable period for internal analysis and improvement purposes, after which it is securely deleted or anonymized.

If you would like to request deletion of your personal information, please contact us using the information provided below.

Your Rights

Depending on your jurisdiction, you may have certain rights with respect to your personal information, including:

• The right to access the personal information we hold about you
• The right to request correction of inaccurate or incomplete information
• The right to request deletion of your personal information, subject to certain exceptions
• The right to object to or restrict certain processing of your information
• The right to data portability in certain circumstances
• The right to withdraw consent where processing is based on consent

To exercise any of these rights, please contact us using the information provided at the end of this policy. We will respond to your request within a reasonable timeframe and in accordance with applicable law.

Please note that certain rights may be limited where we have a legitimate legal basis for processing your information or where fulfilling your request would impair our ability to deliver services to which you have agreed.

Cookies and Tracking Technologies

Our website may use cookies and similar tracking technologies to enhance your browsing experience, analyze site traffic, and support our marketing efforts. Cookies are small data files placed on your device when you visit a website.

Types of Cookies We May Use

• Essential cookies necessary for the website to function properly
• Analytics cookies that help us understand how visitors interact with our site
• Marketing cookies used to track the effectiveness of our advertising campaigns

You may control cookies through your browser settings. Please note that disabling certain cookies may affect the functionality of our website. By continuing to use our website, you consent to our use of cookies as described in this policy.

Third-Party Links

Our website may contain links to third-party websites, resources, or services that are not operated by us. We have no control over the content, privacy practices, or security of those third-party sites and are not responsible for their practices. We encourage you to review the privacy policies of any third-party sites you visit.

Minors

Our website and services are intended solely for individuals who are 18 years of age or older. We do not knowingly collect personal information from minors. If you believe that a minor has provided us with personal information, please contact us immediately and we will take steps to delete such information.

Changes to This Policy

We reserve the right to update or modify this Privacy Policy at any time. When we make material changes, we will update the "Last Updated" date at the top of this page. We encourage you to review this policy periodically to stay informed about how we are protecting your information.

Your continued use of our website or services following the posting of changes constitutes your acceptance of such changes.

Contact Us

If you have any questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us: