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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 are offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice. Any historical performance data is solely illustrative and provided as general information and is not a prediction or any future results or any past results for any specific client of Foundations. This website and its contents do not make any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person.

Personalized investment advice can only be rendered after the engagement of Foundations, execution of required documentation (including a client agreement), and receipt of required disclosures. Investments in securities involve the risk of loss, including a total loss of money invested. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempt from licensure; Foundations reserves the right to accept or reject any prospective client. For more information about us, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083.
Click here for Privacy Policy, Form CRS & ADV Part 2A

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