Last Updated: June 2026
Financial Perspectives, Inc. (“FP”, “We”, “Us”, “Its”, or “Our”) respects your desire for privacy and is committed to maintaining the confidentiality of your personal financial information. This document outlines our privacy policy for visitors to our website. In addition, please click on this link to our Privacy Policy for consumers who have a continuing relationship with us.
Visitors to our website remain anonymous, unless they register for a service or otherwise elect to disclose their identity to us. We do not collect personally identifying information about persons who visit our website. However, we may collect certain limited information about visitors, such as their IP address (a numeric address assigned automatically to computers when they access the Internet). We may use cookies and similar technologies to support website functionality, measure and improve performance and deliver marketing and advertising campaigns. A “cookie” is a small data file that is sent from a server and is stored on another device’s hard drive. You can adjust your browser settings to accept or reject most cookies altogether or to monitor the storage of cookies on your device. You should refer to your browser or mobile device settings to determine what options are available to you. Some cookies may be required in order to allow you to access and use the Company’s Website. By completely disabling cookies, you may not be able to access some or all of the features of the Company’s Website. When you visit our website, we may collect information about, but not limited to, device information, website usage information, and form submissions. We may use third-party service providers and advertising platforms to support website analytics, audience measurement and marketing and advertising campaign deliveries. You can control cookies through their browser controls. However, blocking or deleting some cookies may affect website functionality.
If you enroll in a FP online service, you provide us with personally identifying information so that we can ensure that our online service works properly for you. You can update this information by contacting us at the number below. Some of our online services are hosted by third parties who may collect personally identifying information about your online activities over time and across different websites when you use our online service.