Website information
Privacy policy
How Wealth Coordination Partners handles information collected through this website.
Information you choose to provide
If you contact Wealth Coordination Partners by email, the firm may receive the information you provide, such as your name, contact details and message.
How information may be used
Information may be used to respond to an inquiry, communicate about services, maintain security and comply with applicable obligations. This site does not operate its own contact form. If you choose to schedule through the optional Calendly booking pages, the information you enter is transmitted to Calendly, as described below.
Scheduling through Calendly
This site offers optional online scheduling through Calendly, a third-party service. The scheduling page does not contact Calendly until you choose an advisor and select the button to open that advisor’s calendar. Once you do, your browser connects to Calendly, which may set cookies and collect technical information such as your IP address and device details. Information you enter to book a meeting, such as your name, email address, phone number, selected time and any notes, is transmitted to and stored by Calendly and shared with the advisor you choose. Calendly handles that information under its own privacy policy, available at calendly.com/privacy (opens in a new tab). Wealth Coordination Partners does not control Calendly’s practices. Please do not enter account numbers, Social Security numbers or other confidential financial information in a booking form or notes field. You may instead call or email the firm to arrange a meeting.
Third parties and security
We use service providers, such as website hosting and online scheduling, to operate this site. To display the site’s typefaces, your browser requests font files from Google Fonts, which can receive your IP address and device information. We take reasonable steps to protect the information we receive, but no method of transmission or storage is completely secure.
Contact
Questions about this policy may be sent to info@wealthcoordinationpartners.com.
Last updated October 19, 2026.