Who we are
Kapanek Wealth Partners (“we,” “our,” or “us”) is an independent financial advisory firm based in Williamsville, NY. Our website address is: https://kapanekwealth.com.
What Information We Collect
We may collect limited personal information when you choose to contact us through forms on this site (such as your name, email, or phone number). This information is used solely to respond to your inquiry.
At this time, our website does not allow public commenting and does not create user accounts.
Media & Files
If you upload or send us files through contact forms, please avoid including sensitive data (e.g., Social Security numbers, account statements, or tax returns) unless specifically requested by one of our advisors through a secure channel.
Cookies
This website may use basic cookies to improve functionality (for example, remembering your preferences). Cookies are not used to track sensitive financial information.
Embedded Content from Other Websites
From time to time, articles on our site may include embedded content (such as YouTube videos or third-party articles). Embedded content behaves as if you visited that external site directly, which may use cookies or tracking technology.
Who We Share Data With
We do not sell or share your personal information with third parties for marketing purposes. If you complete a scheduling request, your data may be processed through our scheduling service (e.g., Calendly). If you use a contact form, your inquiry may be transmitted securely to our internal email system.
How Long We Retain Your Data
Contact form submissions are retained for as long as necessary to respond to your inquiry. Regulatory requirements may require us to retain certain communications for compliance purposes.
Your Rights
You may request that we provide, update, or delete any personal information you have submitted through this website. This does not include any data we are required to retain for legal or regulatory purposes.
Where Your Data is Sent
Form submissions may be screened through standard spam-detection services before being delivered to us.
Contact
If you have questions about this Privacy Policy, you may contact us at:
📍 5930 Main Street, Williamsville, NY 14221
📞 (716) 633-0900
✉️ MKapanek@kapanekwealth.com