Last Updated: October 23, 2026
Buffalo Ridge Wealth Partners, Inc. (“Buffalo Ridge,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy describes how we may collect, use, and disclose information when you visit our public website and related pages (the “Site”), submit information through the Site, or otherwise communicate with us through the Site.
This Privacy Policy applies to the public Site. It does not necessarily govern information collected or processed in connection with client accounts, investment advisory relationships, financial planning engagements, or services delivered by third parties. Those activities may be subject to separate privacy notices, agreements, and applicable laws, including financial privacy requirements.
1. Information We Collect
Information You Provide to Us
When you submit a contact form or communicate with us through the Site, we may collect:
Name
Email address
Phone number
General information about the services you are interested in
Other information you voluntarily provide in communications with us
Please do not submit account numbers, Social Security numbers, login credentials, detailed financial records, or other sensitive information through general website forms or unsecured email. Use an authorized secure channel when instructed.
Information Collected Automatically
When you visit the Site, we or our service providers may automatically collect technical information such as IP address, browser and device type, operating system, referring pages, pages visited, and Site interactions. The Site may use cookies or similar technologies for functionality, security, performance, or analytics, depending on the technologies actually implemented.
2. How We Use Information
We may use information collected through the Site to:
Respond to inquiries and requests
Communicate with prospective clients, business contacts, and other interested parties
Provide information requested about Buffalo Ridge and its services
Operate, maintain, secure, and improve the Site
Identify technical or security issues and prevent misuse
Comply with legal and regulatory requirements and protect our rights
Other uses, if any, will be disclosed when information is collected or carried out with your consent where required.
You may change your cookie preferences in your settings. However, doing so may result in the inability to provide certain services to you.
3. How We May Disclose Information
Service Providers. We may share information with vendors supporting website hosting, communications, security, analytics, and business operations, subject to applicable obligations.
Legal and Compliance Purposes. We may disclose information where required or permitted by law, regulation, legal process, regulatory inquiry, or to protect rights and safety.
Business Transactions. Information may be transferred in connection with a merger, acquisition, financing, reorganization, or sale of assets, subject to applicable law.
We may also disclose information at your direction, with your consent, or as otherwise explained at collection. This section does not replace any separate financial privacy notice required for clients.
Any quote, estimate, illustration, or preliminary information provided through or in connection with the Site may be subject to further review, eligibility requirements, underwriting, census information, carrier approval, or other conditions and is subject to change.
4. Third-Party Websites and Services
The Site may link to third-party websites, scheduling tools, account portals, custodians, or other service providers.
This Privacy Policy does not govern third-party websites or services. The collection and use of information by third parties are governed by their own privacy policies and terms.
5. Client and Financial Information
This Policy primarily covers information collected through the public Site. Client account information and nonpublic personal financial information may be governed by separate privacy disclosures, applicable agreements, and financial services regulations. The public Site and its general inquiry forms are not intended for transmitting sensitive account or transaction instructions.
6. Data Security
We use reasonable administrative, technical, and organizational measures designed to protect information under our control. No website, system, or electronic transmission can be guaranteed completely secure.
7. Data Retention
We may retain Site information for as long as reasonably necessary for the purposes described here, including inquiries, business records, legal and regulatory obligations, disputes, and protection of rights.
8. Your Privacy Choices and Rights
Depending on applicable law and your location, you may have rights regarding your personal information. Contact us using the information below to submit a privacy-related question or request. We may verify your identity and retain information as permitted or required by law.
9. Third-Party Links
This Privacy Policy does not apply to information collected independently by unaffiliated third-party websites or services linked from the Site.
10. Children’s Privacy
The Site is intended for adults and is not directed to children under 13. We do not knowingly collect personal information from children under 13 through the Site.
11. Changes to This Privacy Policy
We may update this Privacy Policy from time to time. The “Last Updated” date reflects the most recent revision.
Your continued use of the Site is your continued consent to our Privacy Policy and Terms & Conditions as updated and posted on the Site.
12. Contact Us
Buffalo Ridge Wealth Partners, Inc.
2324 Concord Lake Rd, Concord, NC 28025
Email: info@buffaloridgewp.com
