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Privacy Policy

Effective Date: March 27, 2026

KWM Partners, LLC (“KWM Partners,” “we,” “our,” or “us”) respects your privacy and is committed to protecting the personal information you provide through our website, forms, phone calls, emails, and text messages.

This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or communicate with us.

1. Information We Collect

We may collect personal information that you voluntarily provide to us, including:

  • Name

  • Email address

  • Phone number

  • Mailing address

  • Zip code

  • Information submitted through contact forms, appointment requests, surveys, or questionnaires

  • Any other information you choose to provide through communications with us

 

We may also collect certain non-personal information automatically when you use our website, such as:

  • IP address

  • Browser type

  • Device type

  • Pages viewed

  • Referral source

  • General website usage data

2. How We Use Your Information

We may use the information we collect to:

  • Respond to your inquiries

  • Schedule and confirm appointments

  • Provide requested information, resources, or follow-up

  • Communicate with you بشأن our services

  • Send service-related messages and updates

  • Send marketing or promotional communications where permitted

  • Improve our website, communications, and client experience

  • Maintain compliance with legal and regulatory obligations

3. SMS/Text Messaging Privacy Disclosure

KWM Partners, LLC may use SMS/text messaging to communicate with you regarding appointment reminders, scheduling confirmations, service-related notifications, account updates, responses to inquiries, and occasional marketing communications.

By providing your mobile number and opting in, you consent to receive text messages from KWM Partners, LLC.

Message frequency may vary. Message and data rates may apply.

For assistance, reply HELP or contact us at Info@KWMPartners.com.

If you wish to stop receiving future text communications, you may opt out at any time by replying:

STOP, QUIT, END, REVOKE, OPT OUT, CANCEL, or UNSUBSCRIBE

After you opt out, you may receive one final confirmation message confirming your removal. After that, you will no longer receive text messages unless you opt in again.

Mobile opt-in information will not be shared with third parties or affiliates for marketing or promotional purposes.

All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

4. How We Share Information

We do not sell your personal information.

We may share your information only as necessary to:

  • Operate our website and business

  • Provide services or information you request

  • Communicate with you

  • Work with service providers who assist us in business operations

  • Comply with legal, regulatory, or compliance obligations

  • Protect our rights, property, or safety

SMS consent is not shared with third parties or affiliates for marketing purposes.

5. Cookies and Website Analytics

Our website may use cookies, analytics tools, and similar technologies to enhance user experience, understand website traffic, and improve functionality.

You may adjust your browser settings to refuse cookies, though doing so may affect certain features of the website.

6. Third-Party Websites

Our website may include links to third-party websites. We are not responsible for the content, privacy practices, or security of those third-party sites. We encourage you to review their privacy policies before providing any information.

7. Data Security

We use reasonable administrative, technical, and physical safeguards to help protect your personal information. However, no method of transmission over the internet or method of electronic storage is completely secure, and we cannot guarantee absolute security.

8. Retention of Information

We retain personal information for as long as reasonably necessary to fulfill the purposes described in this Privacy Policy, unless a longer retention period is required or permitted by law.

9. Your Choices

You may choose not to provide certain personal information, though that may limit your ability to use certain features of the website or receive certain services.

You may opt out of marketing emails by using the unsubscribe link in those emails, where applicable.

 

You may opt out of text messages at any time by replying:

STOP, QUIT, END, REVOKE, OPT OUT, CANCEL, or UNSUBSCRIBE

10. Children’s Privacy

Our website and services are not directed to children under the age of 13, and we do not knowingly collect personal information from children.

11. No Financial, Legal, or Tax Advice

KWM Partners, LLC is a Registered Investment Advisor. Information provided through this website, text messages, emails, or other communications is for general informational and educational purposes only and should not be construed as individualized financial, investment, legal, or tax advice.

12. Changes to This Privacy Policy

We may update this Privacy Policy from time to time in our discretion. If we make changes, we will post the updated version on this page with a revised effective date. Your continued use of the website after changes are posted constitutes your acceptance of the updated Privacy Policy.

13. Contact Us

If you have any questions about this Privacy Policy or our privacy practices, please contact:

KWM Partners, LLC
Email: Info@KWMPartners.com
Website: https://www.kwmpartners.com

Your trusted fiduciary financial advisors

96 Beach Walk Blvd

Suite 1243

Conroe, Texas 77304

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By Appointment Only:

Richardson Office Address:
2435 N. Central Expy
12th Floor 
Richardson, Texas 7508

Tucson Office Address:
3275 W Ina Road
Suite 217
Tucson, Arizona 85741

936-206-4236 Office

KWM Partners, LLC is a registered investment advisory firm helping individuals create retirement strategies using a variety of investment and insurance products to meet their needs and objectives.

 

Content on this site is provided for information purposes only and should not be considered investment or insurance advice.  Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges, and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. Such information is provided for informational purposes only and should not be considered investment or insurance advice and should not be considered a solicitation to buy or sell any of the products mentioned. Neither the firm nor its representatives provide tax or legal advice and nothing herein should be construed as such.  Information provided herein is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.  Always consult with your financial advisor, tax advisor or attorney regarding your specific circumstances.

KWM Partners, LLC © 2026  | All Rights Reserved

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