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Privacy Policy

Imprimis Wealth is committed to protecting the privacy and confidentiality of our clients, prospective clients, and website visitors. This Privacy Policy explains how we collect, use, protect, and disclose personal information in connection with our advisory services and our website.

Information We Collect

We may collect personal information that you voluntarily provide to us, including but not limited to:

  • Name, email address, phone number, and mailing address

  • Financial information necessary to provide advisory services

  • Information submitted through website forms, scheduling tools, email, or text messaging

  • Technical information such as IP address, browser type, and pages visited (via standard website analytics)

How We Use Your Information

We use your information solely for legitimate business and compliance purposes, including to:

  • Provide financial advisory and planning services

  • Communicate with you regarding your account or inquiries

  • Schedule appointments and deliver requested information

  • Meet regulatory, legal, and compliance obligations

  • Improve our website and client experience

Text Messaging & Mobile Communications

If you choose to opt in to receive text messages from us:

  • Text messaging opt-in data and consent are not shared with any third parties (including subsidiaries and affiliates).

  • Reply STOP to opt out.

  • Reply HELP for help.

  • Mobile opt-in data is collected and used for compliance purposes only.

Standard message and data rates may apply depending on your mobile carrier.

Information Sharing & Disclosure

We do not sell, rent, or trade your personal information.

We may share information only as permitted or required by law, including:

  • With service providers who support our operations (subject to confidentiality obligations)

  • To comply with regulatory, legal, or law enforcement requirements

  • To protect against fraud, unauthorized transactions, or security risks

Data Security

We maintain reasonable administrative, technical, and physical safeguards designed to protect your personal information from unauthorized access, misuse, or disclosure.

Cookies & Website Analytics

Our website may use cookies or similar technologies to enhance functionality and analyze website traffic. You may disable cookies through your browser settings, though some features of the site may not function properly.

Your Privacy Rights

You may contact us at any time to:

  • Request access to your personal information

  • Correct or update your information

  • Withdraw consent for communications

Changes to This Policy

We reserve the right to update this Privacy Policy at any time. Updates will be posted on this page with the revised effective date.​

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7680 Goddard St., Suite 204
Colorado Springs, CO
80920

zach@springsadvisor.com

(719) 654-0008

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Investment Advisory Services offered through  Foundations Investment Advisors, LLC, a SEC Registered Investment Advisor. Imprimis Wealth and  Foundations Investment Advisors, LLC are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Insight Folios Colorado and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer in any way to securities or investment advisory products or services. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by  Foundations Investment Advisors, LLC.

Fee based financial planning and investment advisory services are offered by  Foundations Investment Advisors, LLC, a SEC Registered Investment Advisor.  Foundations Investment Advisors, LLC may only transact advisory business in those States in which it is notice filed or qualifies for an exemption or exclusion from notice filing requirements. Zachary Poitra is an Investment Adviser Representative of  Foundations Investment Advisors, LLC.  Foundations Investment Advisors, LLC is not an insurance agency and does not sell or offer insurance products. Imprimis Wealth may offer or sell insurance products to clients in its role as a licensed independent insurance agency.

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