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985 South Lamar Street, Dallas, TX 75202, United States
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This privacy policy describes how Corient Wealth Management, Inc. collects and handles your information when you visit corientmanagement.com.
1. What information do we collect?
When you fill out our request form, we collect the information you enter: your name, email address, phone number, ZIP code and the approximate amount of investable assets you have.
We also collect routine technical data as you browse the site: your browser type, the pages you view and which page you arrived from. This helps us understand how visitors use the site and where we can make it clearer.
2. How we put your information to work
We use what you provide to respond to your inquiry, reach out to explore whether our services fit your situation, and improve the usefulness of our site and communications. We also retain it to comply with legal and record-keeping requirements that apply to us.
3. Do we share what you tell us?
We do not sell or trade your personal information. We may share it with service providers who help us run the business—such as email platforms or document management systems—under agreements that require them to keep it confidential. We may also disclose information if the law or a legal process requires us to do so.
4. What happens when you give us your phone number?
By entering your phone number in our request form, you consent to receive calls or text messages from us about your inquiry. Carrier message and data rates may apply. You can decline further contact at any time by telling us directly or by replying STOP to any text message.
5. Can you see, change or remove your information?
You can ask us to show you what we have on file, correct any errors, or delete your information. You can also ask us to stop sending you communications. Depending on where you live, you may have additional rights under state privacy laws. To make any of these requests, contact us through the request form on this site.
6. How do we use cookies and site storage?
This site does not use advertising cookies or tracking pixels that follow you across the web. We do not sell data about where you browse.
Your browser's local storage keeps a record of which page you landed on, where you came from and the most recent calculator result you used—held for up to 30 days. This information is only sent to us if and when you submit our request form.
Our hosting and security provider may place a strictly necessary cookie to identify and block automated traffic that could harm the site. You can delete cookies and stored site data in your browser settings at any time.
7. How do we keep your data safe?
We apply reasonable security measures to protect the information you share with us. No transmission over the internet is fully secure, so we cannot guarantee absolute protection against loss, misuse or unauthorized access.
8. Will this policy change?
We may update this policy as our practices evolve or as the law requires. The most current version always appears on this page, and we encourage you to review it periodically.
9. How to reach us
The firm, 985 South Lamar Street, Dallas, TX 75202, United States. Use the request form on this site to ask questions or request more information.
Privacy Notice · Corient Wealth Management, Inc. · 985 South Lamar Street, Dallas, TX 75202, United States ·