Effective Date: July 21, 2026

Privacy Policy

Cane Financial Group ("Cane Financial Group," "we," "our," or "us") respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy describes how we collect, use, disclose, and safeguard information when you visit www.canewealth.com (the "Site"), interact with our online services, or communicate with us through the Site.

By accessing or using our Site, you acknowledge that you have read and understand this Privacy Policy. If you do not agree with the terms of this Policy, please discontinue use of the Site.

Scope of This Privacy Policy

This Privacy Policy applies only to information collected through www.canewealth.com.

It does not apply to:

• Information collected offline;

• Information collected through other websites or applications operated by third parties;

• Third-party websites linked from our Site; or

• Information collected pursuant to our client relationships, which is governed separately by our Consumer Privacy Notice provided in accordance with the Gramm-Leach-Bliley Act (GLBA), where applicable.

If you access our Site from outside the United States, you understand that your information may be transferred to, stored, and processed in the United States, where privacy laws may differ from those in your country of residence.

Information We Collect

Information You Provide to Us

You may voluntarily provide personal information when you:

• Contact us through our website

• Schedule a consultation

• Request information regarding our services

• Subscribe to newsletters or educational updates

• Register for seminars or events

• Complete forms available on our Site

• Communicate with us by email or telephone

Depending on your interaction with us, we may collect:

• Name

• Email address

• Telephone number

• Mailing address

• Employer or company name

• Financial planning interests

• Any information you choose to provide in your communications

Please do not submit confidential financial account information or sensitive personal information through general website contact forms unless specifically requested through a secure method.

Information Collected Automatically

Like many websites, we automatically collect certain technical information when you visit our Site.

This may include:

Device Information

• IP address

• Browser type

• Operating system

• Device identifiers

• Internet service provider

Usage Information

• Pages visited

• Time spent on pages

• Referral websites

• Search terms

• Clickstream activity

• Website interactions

Location Information

We may collect your approximate geographic location based on your IP address.

This information helps us:

• Improve website performance

• Enhance website security

• Better understand visitor behavior

• Personalize content

• Improve our marketing efforts

• Maintain and improve our services

Cookies and Similar Technologies

Our Site uses cookies, pixels, web beacons, and similar technologies to improve functionality and better understand how visitors use our website.

Cookies may allow us to:

• Recognize returning visitors

• Remember user preferences

• Improve website functionality

• Measure website traffic

• Analyze visitor engagement

• Personalize content where appropriate

Certain third-party providers may also place cookies on our Site.

You can control cookies through your browser settings. Disabling cookies may affect certain features of the Site.

Analytics and Advertising Technologies

We may use third-party analytics and advertising providers, including services such as:

• Google Analytics

• Google Ads

• LinkedIn Insight Tag

• Meta (Facebook) Pixel

• Other marketing and analytics platforms used to improve our services

These providers may use cookies or similar technologies to understand how visitors use our Site and measure advertising effectiveness.

To learn more about Google Analytics or opt out, please visit:

https://tools.google.com/dlpage/gaoptout

How We Use Your Information

We may use the information we collect to:

• Respond to your questions and requests

• Schedule meetings or consultations

• Provide information regarding our financial planning and wealth management services

• Deliver newsletters and educational content you have requested

• Improve our website and visitor experience

• Analyze website usage and performance

• Personalize website content

• Protect against fraud, cybersecurity threats, and unauthorized access

• Comply with legal, regulatory, and compliance obligations

• Maintain business records

• Operate and improve our business

We may also use your information for any additional purpose disclosed at the time it is collected or with your consent.

How We Share Information

Cane Financial Group does not sell your personal information.

We may share information only in the following circumstances:

Service Providers

We work with carefully selected third-party service providers who assist us with:

• Website hosting

• Information technology

• Marketing communications

• Analytics

• Appointment scheduling

• Customer relationship management

• Business operations

These providers may access personal information only as necessary to perform services on our behalf and are expected to protect the confidentiality of your information.

Affiliates and Professional Partners

Where appropriate and permitted by law, we may share information with affiliated entities or professional service providers involved in delivering requested services.

Legal and Regulatory Requirements

We may disclose personal information when required to:

• Comply with applicable laws or regulations

• Respond to subpoenas or lawful governmental requests

• Protect our legal rights

• Prevent fraud or other unlawful activity

• Enforce our agreements

Business Transactions

If Cane Financial Group undergoes a merger, acquisition, restructuring, or sale of assets, your information may be transferred as part of that transaction.

Aggregated Information

We may use or disclose aggregated or de-identified information that cannot reasonably identify an individual for any lawful business purpose.

With Your Consent

We may share information in any other manner with your authorization or consent.

Do Not Track Signals

Some web browsers transmit "Do Not Track" (DNT) signals.

At this time, www.canewealth.com does not respond to Do Not Track browser requests because there is not yet a consistent industry standard for responding to such signals.

Data Security

Protecting your information is important to us.

We maintain administrative, technical, and physical safeguards designed to protect personal information against unauthorized access, disclosure, alteration, or destruction.

These safeguards include, where appropriate:

• Encryption

• Secure hosting environments

• Access controls

• Authentication procedures

• Network monitoring

• Industry-standard cybersecurity practices

While we strive to protect your information, no method of electronic transmission or storage can be guaranteed to be completely secure.

Data Retention

We retain personal information only for as long as necessary to:

• Provide requested services

• Meet legal and regulatory obligations

• Resolve disputes

• Enforce our agreements

• Maintain business records

When information is no longer needed, we securely dispose of or anonymize it as appropriate.

Your Privacy Rights

Depending on your jurisdiction, you may have certain rights regarding your personal information, including the right to:

• Access your personal information

• Request corrections to inaccurate information

• Request deletion of personal information where permitted by law

• Withdraw consent where applicable

• Opt out of marketing communications

To exercise these rights, please contact us using the information below.

For security purposes, we may verify your identity before responding to your request.

Children's Privacy

Our Site is intended for adults seeking financial planning and wealth management services.

We do not knowingly collect personal information from children under the age of 16.

If you believe a child has submitted personal information to us, please contact us so we may promptly remove the information.

Third-Party Websites

Our Site may contain links to third-party websites for your convenience.

Cane Financial Group is not responsible for the privacy practices or content of third-party websites. We encourage you to review the privacy policies of any external websites you visit.

Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our business practices, technology, or legal requirements.

Any updates will be posted on this page with a revised Effective Date. Your continued use of the Site after changes become effective constitutes acceptance of the updated Privacy Policy.

Contact Us

If you have questions about this Privacy Policy, would like to exercise your privacy rights, or have questions regarding how your personal information is handled, please contact us:

Cane Financial Group

Website: https://www.canewealth.com

Address:
220 Gibraltar Road, Suite 350
Horsham, PA 19044

Phone: (215) 293-9349

Email: cfgconcierge@financialguide.com

Additional Notice for Clients

If you become a client of Cane Financial Group, you will also receive our separate Consumer Privacy Notice as required under the Gramm-Leach-Bliley Act (GLBA). That notice explains how we collect, share, and protect nonpublic personal information in connection with advisory and financial planning services.