CRG WEALTH GROUP
PRIVACY POLICY
Effective Date: September 1, 2026
CRG Wealth Group (“CRG Wealth Group,” “CRG,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information you provide to us.
This Privacy Policy explains how we may collect, use, store, protect, and disclose information when you visit our website, schedule an appointment, complete a form, purchase a service, or otherwise interact with CRG Wealth Group.
By using our website or services, you acknowledge the practices described in this Privacy Policy.
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1. INFORMATION WE MAY COLLECT
Depending on how you interact with CRG Wealth Group, we may collect information such as:
Personal Information
Name
Email address
Telephone number
Mailing address
Date of birth, when legitimately required for a specific service
Other information voluntarily provided by you
Financial Education Information
If you participate in a CRG financial education or coaching service, you may voluntarily provide information related to:
Financial goals
Income ranges
Expenses
Savings
General debt information
Credit-related information
Financial priorities
Retirement goals
Financial protection goals
We encourage clients not to submit highly sensitive information unless specifically requested through an authorized and secure process.
Appointment and Service Information
We may collect information related to:
Appointments
Services requested
Intake forms
Program participation
Client communications
Educational progress
Payment and transaction records
Website and Technical Information
When you visit our website, certain information may be collected automatically, including:
IP address
Browser type
Device information
Pages visited
Date and time of visits
Referring websites
General website activity
This information may be collected through cookies, analytics tools, or similar technologies.
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2. INFORMATION WE DO NOT REQUEST THROUGH ORDINARY FORMS
Unless we specifically provide a secure and authorized process, please do not submit:
Passwords
PIN numbers
Security codes
Full Social Security numbers
Full banking login credentials
Full investment-account login credentials
Other highly sensitive authentication information
CRG Wealth Group does not need access to your personal financial account passwords in order to provide general financial education or coaching services.
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3. HOW WE USE YOUR INFORMATION
We may use your information to:
Provide requested services
Respond to inquiries
Schedule appointments
Prepare financial education materials
Create Financial Snapshots™ or Financial Education & Clarity Plans™
Process purchases and payments
Communicate regarding appointments and services
Provide customer support
Improve our website and services
Maintain business and legal records
Send educational or promotional communications when permitted
Protect our business, users, and website
Comply with applicable legal obligations
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4. TEXT MESSAGES, EMAILS, AND COMMUNICATIONS
If you provide your contact information, CRG Wealth Group may contact you regarding:
Requested information
Scheduled appointments
Services you purchased
Account or transaction updates
Educational resources
Follow-up communications
Marketing emails and text messages may be subject to separate consent requirements.
You may opt out of eligible marketing communications by following the unsubscribe instructions provided in the communication.
Opting out of marketing communications may not prevent us from sending necessary transactional or service-related communications.
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5. HOW WE MAY SHARE INFORMATION
CRG Wealth Group does not sell personal information as part of its ordinary business operations.
We may share information when reasonably necessary with trusted third-party service providers that assist us with business operations, including:
Website hosting providers
Scheduling platforms
Payment processors
Email and communication platforms
Customer-management systems
Document-storage providers
Technology and analytics providers
We may also disclose information:
With your consent
To comply with legal obligations
To respond to lawful requests
To protect the rights, safety, property, or security of CRG Wealth Group or others
In connection with a business transaction, merger, acquisition, or restructuring, where legally permitted
Third-party providers may have their own privacy policies and security practices.
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6. INSURANCE SERVICES
CRG Wealth Group may separately provide insurance services through appropriately licensed individuals.
If you choose to apply for or purchase an insurance product, additional personal and financial information may be collected through the applicable insurance carrier, agency, application platform, or other authorized service provider.
Insurance transactions are subject to separate disclosures, privacy notices, carrier requirements, and applicable laws.
Your participation in CRG’s financial education services does not require you to purchase an insurance product.
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7. COOKIES AND ANALYTICS
Our website may use cookies, pixels, analytics tools, or similar technologies to understand how visitors use our website and improve the user experience.
These technologies may help us understand information such as:
Website traffic
Pages visited
General user activity
Device and browser information
Marketing performance
You may be able to control cookies through your browser settings.
Disabling cookies may affect certain website features.
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8. ADVERTISING AND THIRD-PARTY TECHNOLOGIES
We may use third-party advertising or analytics services to understand website activity and measure marketing effectiveness.
These providers may use cookies, pixels, or similar technologies in accordance with their own policies.
CRG Wealth Group does not control the privacy practices of independent third-party websites or platforms.
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9. DATA SECURITY
CRG Wealth Group uses reasonable administrative, technical, and organizational practices designed to protect information under our control.
However, no method of transmitting information over the internet or electronically storing information is completely secure.
Therefore, we cannot guarantee absolute security.
You are responsible for using reasonable caution when submitting information online.
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10. DATA RETENTION
We may retain personal information for as long as reasonably necessary to:
Provide requested services
Maintain business records
Comply with legal and regulatory obligations
Resolve disputes
Enforce agreements
Protect our legal rights
The length of time information is retained may vary depending on the type of information and applicable legal requirements.
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11. YOUR CHOICES
Depending on applicable law and your relationship with CRG Wealth Group, you may have the ability to:
Request access to certain personal information
Request correction of inaccurate information
Opt out of certain marketing communications
Ask questions about how your information is used
Certain information may need to be retained for legal, regulatory, contractual, or legitimate business purposes.
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12. CHILDREN’S PRIVACY
CRG Wealth Group’s website and services are not intended for children under the age of 13 without appropriate parental involvement or consent where required.
We do not knowingly collect personal information from children in violation of applicable law.
If you believe a child has provided us with personal information improperly, please contact us.
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13. THIRD-PARTY LINKS
Our website may contain links to third-party websites, scheduling platforms, payment processors, social media platforms, or other services.
Once you leave the CRG Wealth Group website, this Privacy Policy may no longer apply.
We encourage you to review the privacy policies of third-party websites and services.
CRG Wealth Group is not responsible for the privacy practices of independent third parties.
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14. CHANGES TO THIS PRIVACY POLICY
CRG Wealth Group may update this Privacy Policy from time to time.
When changes are made, we will update the Effective Date at the top of this page.
We encourage you to review this Privacy Policy periodically.
Your continued use of our website or services after changes are posted may be subject to the updated Privacy Policy, to the extent permitted by applicable law.
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15. CONTACT US
If you have questions about this Privacy Policy or how CRG Wealth Group handles personal information, please contact us:
CRG Wealth Group
Website: crgwealthgroup.com
Email: info@crgwealthgroup.com
Phone: 803-596-1570
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OUR COMMITMENT TO YOU
At CRG Wealth Group, we believe trust is the foundation of every relationship.
We are committed to treating your information with care while helping you access the education, clarity, and resources needed to make more informed financial decisions.
WE DON’T START WITH PRODUCTS. WE START WITH PEOPLE.
CRG Wealth Group
Protection • Education • Confidence
STOP GUESSING. START UNDERSTANDING.