Privacy Policy

This Privacy Policy explains how Kurtis “Kurt” Baker and Certified Wealth Management & Investment LLC (“we,” “us,” or “our”) collect, use, and protect information you provide through kurtisbaker.com (the “Site”). By using the Site or submitting your information, you agree to the practices described here.

We collect information you choose to provide — such as your name, email address, phone number, and any message details — when you complete a contact form, book an appointment, start a chat, or otherwise reach out. We may also automatically collect limited technical data (such as device type, browser, and pages visited) to operate and improve the Site.

We use the information you provide to:

• Respond to your inquiries and schedule meetings;
• Provide the services and information you request, including wealth management and planning communications;
• Send appointment reminders and follow-ups;
• Operate, maintain, and improve the Site; and
• Comply with legal and regulatory obligations.

When you provide your phone number and submit a form, book an appointment, or opt in, you authorize us to contact you by SMS text message at that number, including for scheduling, reminders, and follow-up about your inquiry.

• Message frequency varies.
• Message and data rates may apply.
• Reply STOP at any time to opt out of text messages. Reply HELP for assistance.
• Consent to receive texts is not a condition of any purchase.
• Mobile information will not be shared with third parties or affiliates for marketing or promotional purposes. Text messaging originator opt-in data and consent are not shared with any third parties.

We do not sell your personal information. We may share information with trusted service providers who help us operate the Site and communicate with you (for example, our hosting provider and our customer relationship / messaging platform), bound by confidentiality obligations and permitted to use the information only to provide services to us. We may also disclose information when required by law or to protect our rights.

The Site may use cookies and similar technologies to remember preferences and understand how the Site is used. You can control cookies through your browser settings. Disabling cookies may affect some features of the Site.

We retain personal information for as long as needed to fulfill the purposes described in this policy and to meet legal and regulatory requirements. We use reasonable administrative, technical, and physical safeguards to protect your information; however, no method of transmission or storage is completely secure.

You may opt out of marketing emails using the unsubscribe link in any message, opt out of texts by replying STOP, or contact us to request access to, correction of, or deletion of your personal information, subject to applicable law and our recordkeeping obligations.

The Site is not directed to children under 13, and we do not knowingly collect personal information from children.

We may update this Privacy Policy from time to time. The “Effective” date above reflects the most recent revision.

Questions about this Privacy Policy? Contact us at:

Certified Wealth Management & Investment LLC
101 College Rd E, Ste 2
Princeton, NJ 08540
+1 (609) 716-4700