Privacy Policy

Last updated: January 2026

Pinnacle Wealth Solutions respects the privacy of every client, advisor partner, and visitor to our website. This policy outlines the information we collect and how it is used in the course of providing insurance services.

Information We Collect

We collect only the information necessary to evaluate, recommend, and place insurance coverage — including contact details, financial and health information required by carriers, and correspondence shared with our team.

How We Use Information

Personal information is used solely to serve clients and partner advisors. We do not sell, rent, or share information with third parties for marketing purposes. Information is shared with insurance carriers only as required to underwrite and service coverage.

Safeguards

We maintain administrative, technical, and physical safeguards designed to protect the confidentiality and integrity of client information.

Contact

To request a copy of information we hold, or to ask a question about this policy, please contact us at inquiries@pinnaclewealthsolutions.com.