This privacy policy (“Policy”) describes how we collect, use, and protect your personal information on our website (“Site”). By using our Site, you consent to our collection and use of your personal information as described in this Policy.

COLLECTION OF INFORMATION

We may collect personal information, such as your name, email address, and phone number, when you voluntarily provide it to us through our Site. We may also collect non-personal information, such as your IP address, browser type, and operating system, to help us better understand how our visitors use our Site.

USE OF INFORMATION

We may use your personal information to respond to your inquiries, provide customer service, and communicate with you about our products and services. We may also use non-personal information to analyze Site usage and improve our services.

PROTECTION OF INFORMATION

We take reasonable measures to protect your personal information from unauthorized access and use. However, no security system is completely foolproof, and we cannot guarantee the security of your personal information.

SHARING OF INFORMATION

We may share your personal information with third-party service providers who perform services on our behalf, such as hosting, analytics, and marketing. We may also disclose your personal information if required by law or if we believe that such action is necessary to comply with legal requirements or to protect our rights or property.

COOKIES

We may use cookies, which are small data files that are stored on your device, to collect non-personal information about your use of our Site. You can set your browser to refuse cookies, but this may limit your ability to use certain features of our Site.

CHANGES TO THIS POLICY

We may update this Policy from time to time, and any changes will be effective immediately upon posting on our Site. We encourage you to review this Policy regularly to stay informed about how we are protecting your personal information.

CONTACT US

If you have any questions or concerns about our Policy, please contact us at 540.613.8267.

Website Access Acknowledgment

As a client of Caveness Investment Advisory, LLC (“Company”), by clicking the links below, I elect to participate in the password-protected access portion of Company Internet web site. I understand that my participation will allow me to review certain investment-related information published by Company and unaffiliated third parties. This password-protected access is made available to clients of Company free of charge. This authorization shall continue until canceled in writing.

I understand that the password-protected section is a secure web site intended only to allow a client access to information relative to his/her/its specific account. I also understand that I will be assigned an individual password. I agree not to share my password with any other person. I hereby release and hold Company harmless from any adverse consequences relative to any failure by me to keep the identity of my password secure.

WEALTH PORTAL

Account Access

CHARLES SCHWAB

Account Access