Website Privacy Policy

Green4Wealth is committed to ensuring that our clients receive the highest levels of security, both through our websites and internally within our organization. With our Privacy Policy, we want to assure our clients that we have gone to great lengths to maintain and protect the confidentiality of their personal information. We pride ourselves on both our outstanding client service and the fact that we recognize the importance of our clients' privacy.

A. Web Site Visitors. Visitors to our website remain anonymous, unless they register for a service or otherwise elect to disclose their identity to us. Although we do not collect personally identifying information about persons who simply visit our site, we do collect certain limited information about visitors, such as their IP address (a numeric address assigned automatically to computers when they access the Internet). We also may place “cookies” on a computer to track a visitor’s use of our web site. A cookie is a piece of data that is stored on your hard drive. It takes up very little room on your system and helps us to customize our site and make its navigation easier for you. We sometimes use these cookies to help us estimate the number of visitors to our sites and to determine which pages or areas are the most popular. Unless you register with us for a specific service or open an account online, the cookie does not provide us with any personally identifying information about you, such as your name or address.


B. Collection of Information About You.  We may collect non-public personal information about you through our website in order to understand your needs, provide support, event registration, and provide you with products and services.  This may include information that you provide us, such as your name, physical address, email address, and retirement assets when you complete a questionnaire or other form online.


C. Disclosure of Your Information.  We may disclose some of the information described above, such as your name and address, to companies that perform marketing and other services on our behalf (e.g., to companies that assist us with mailings). We may also disclose information about you only:

  • where it is necessary or helpful to effect, process or confirm your transactions;
  • to comply with legal process, such as subpoenas and court orders;
  • to law enforcement authorities if we believe a crime has been committed;
  • if you give us your consent; and
  • as otherwise permitted by law.


We do not disclose non-public personal information about our current or former clients to any third party except as set forth in this policy.

D. Maintaining Accurate Information. We have procedures in place that help us to maintain the accuracy of the personally identifiable information that we collect. Please contact us at 650-344-2500 if you believe that our information about you is incomplete, out-of-date, or incorrect. 

E. Information Security. We restrict access to non-public personal information about you to those employees who have a need to know such information (e.g., to process your transactions or provide services to you). We maintain physical, electronic, and procedural safeguards that comply with federal standards and California law to guard your non-public personal information. 

F. Links to Other Web Sites. Our web site may feature links to third party web sites that offer various goods and services. Some of these sites may appear as windows-within-windows at this site. When you click on one of these links, you will be leaving our site and will no longer be subject to this policy. We are not responsible for the information collection practices of these other web sites and urge you to review their privacy policies before you provide them with any of your personal information.

Third party sites may collect and use information about you in a way that is different from this policy. 

G. Third Party Advertisements and Offers. Third parties may offer services from time to time through our web site. If you provide them with information, the use of your information will be subject to their privacy policy. If you accept third party goods or services advertised at our web site, the third party may be able to identify that you have a relationship with us (e.g., if the offer was only made through our site).

H. Minors. We feel strongly about protecting the privacy of children and teenagers. As such, we do not knowingly collect personally identifiable information from minors through our web sites. 

I. Changes to this Policy. We may add to, delete, or change the terms of this Website Privacy Policy from time to time by posting a notice of the change at this website. If required by law, we will send you a notice of the change. Your continued use of our website or any website service following notification will constitute your agreement to the revised Policy. 

J.  Right to Change This Privacy Policy. We reserve the right to change this Website Privacy Policy at any time. I you continue to use this website, we ask that you periodically review this policy to insure you are familiar with the most current version or our Website Privacy Policy.

K.  Your Acceptance of This Privacy Policy.  By your continuing visit our website you signify your assent to this Privacy Policy. If you do not assent to this Privacy Policy, please do not visit or use our website.

L . Questions. If you have any questions regarding this Website Privacy Policy, please email This e-mail address is being protected from spambots. You need JavaScript enabled to view it .  You can also write us at:

Green4Wealth
Attn:  Customer Service
181 2nd Avenue #218
San Mateo, CA 94401


 

grid_32
grid_34
grid_38
grid_19