Privacy Policy
Effective Date: August 26, 2026
Canopy Wealth Advisors, LLC respects your privacy. This Privacy Policy explains how information is collected, used, stored, and disclosed when you visit this website or submit information through its contact form.
Information We Collect
When you complete the contact form, we may collect your first and last name, email address, telephone number, and any information you choose to include in your message.
Please do not submit Social Security numbers, account numbers, medical records, financial statements, insurance policy documents, or other sensitive personal or financial information through the website contact form.
Information may also be collected automatically when you visit the website. This may include your Internet Protocol address, browser type, device information, pages visited, approximate location, and information collected through cookies or similar technologies.
How We Use Information
Information collected through this website may be used to:
Respond to your inquiry
Contact you regarding the question or request you submitted
Operate, maintain, and improve the website
Monitor website performance and visitor activity
Protect the security and integrity of the website
Comply with applicable legal and regulatory requirements
Submitting information through this website does not establish a client relationship or constitute an application for insurance.
Wix and Other Service Providers
This website is created and hosted through Wix. Wix and its affiliated service providers may collect, store, and process information as necessary to provide website hosting, forms, analytics, security, email automation, and related services.
Information may also be shared with service providers that assist Canopy Wealth Advisors, LLC with website operation, email delivery, data storage, security, and regulatory compliance. These providers may use the information only as necessary to perform services on our behalf or as otherwise permitted by law.
Canopy Wealth Advisors, LLC does not sell or rent personal information collected through this website.
Cookies and Similar Technologies
This website may use essential cookies that are necessary for the website to function. Wix and connected website services may also use analytics or similar technologies to understand website traffic and performance.
You may manage cookies through your browser settings. Disabling certain cookies may affect how some website features function.
How We Protect Information
Canopy Wealth Advisors, LLC takes reasonable measures to protect information collected through this website. However, no website, electronic transmission, or storage system can be guaranteed to be completely secure.
Data Retention
Personal information is retained only for as long as reasonably necessary to respond to inquiries, maintain appropriate business records, fulfill legal or regulatory responsibilities, resolve disputes, and protect the rights and interests of Canopy Wealth Advisors, LLC.
Disclosure of Information
Personal information may be disclosed when reasonably necessary to:
Operate and support the website
Respond to your inquiry
Comply with a law, regulation, court order, or lawful government request
Protect the rights, property, or safety of Canopy Wealth Advisors, LLC, website visitors, or others
Investigate suspected fraud, misuse, or security concerns
Children’s Privacy
This website is intended for adults and is not directed to children under the age of 13. Canopy Wealth Advisors, LLC does not knowingly collect personal information from children through this website.
External Links
This website may contain links to websites operated by other organizations. Canopy Wealth Advisors, LLC is not responsible for the privacy practices, security, or content of external websites. Visitors should review the privacy policies of those websites before providing personal information.
Your Privacy Choices
You may contact Canopy Wealth Advisors, LLC to request access to, correction of, or deletion of personal information you submitted through this website. Certain information may be retained when required for legal, regulatory, security, or recordkeeping purposes.
Changes to This Privacy Policy
This Privacy Policy may be updated periodically to reflect changes in website practices, services, or applicable requirements. The effective date at the top of this page will be updated when material changes are made.
Contact
Questions or requests concerning this Privacy Policy may be directed to:
Canopy Wealth Advisors, LLC
Email: robgent22@gmail.com