Website Privacy Policy
Last Updated: February 2026
We value your privacy and are committed to making your experience with us as safe and transparent as possible. We have established this Privacy Policy to explain how Q2 Wealth Management ("we," "us," or "our") collects, uses, and shares information in connection with your access to this website (www.q2wealth.com).
Please Note for Clients: If you are a current client of Q2 Wealth Management, the privacy of your financial information (such as social security numbers, account balances, and transaction history) is governed by our separate Client Privacy Notice (Regulation S-P). You may view and download that notice at any time on our "Our Firm" page here: https://www.q2wealth.com/ourfirm.
1. Intended Audience (U.S. Only)
This Site is intended solely for use by individuals over the age of 18 who reside in the United States. We do not offer goods or services to individuals outside of the United States. By using this Site, you acknowledge and agree that your information will be handled in accordance with U.S. laws and regulations, which may offer different levels of protection than the laws in your country of residence.
2. Permission to Contact
By providing your name, email, phone number, or other contact details through the Website, you grant us permission to contact you via the means provided (including mail, phone, email, or text message) regarding your inquiry or our services.
Your Right to Opt-Out: You have the right to opt-out of marketing communications from us at any time.
Email: Click the "unsubscribe" link included in our emails.
Mail: Send a written request to 1792 Alysheba Way, Suite 150, Lexington, KY 40509.
Processing Time: Please allow up to 10 business days for us to process your request. Note that this opt-out applies to marketing messages; we may still contact you for administrative purposes or regarding your account as required by law.
3. Types of Information We Collect
In connection with your use of this Site, we may collect two types of information:
A. Personally Identifiable Information ("PII") This includes information that identifies you personally, which you voluntarily provide to us (e.g., through contact forms). Examples include:
- Name
- Mailing address
- Email address
- Phone number
B. Non-Personally Identifiable Information ("Non-PII") This includes technical data collected automatically by your browser when you visit the Site. Examples include:
- IP address
- Browser type and operating system
- Access dates and times
- Referring website URLs (the page you visited before ours)
- Cookies and device identifiers
How We Use Cookies: We may use cookies and similar tracking technologies to operate the Site, remember your preferences, and analyze site traffic to improve our services. You can control the use of cookies at the individual browser level.
4. How We Use and Share Your Information
We use the information we collect for the following purposes:
- To provide the information, products, or services you have requested.
- To contact you regarding the potential purchase of financial products or services.
- To improve, maintain, and secure our Website.
- To comply with legal obligations and prevent fraud.
Sharing with Third Parties: We do not sell your Personal Information. We may share your information with trusted third-party service providers who assist us in operating our business (e.g., website hosting, email management, or CRM systems). These parties are contractually obligated to keep your information confidential and use it only to provide services to us.
Legal Disclosure: We may disclose your information if we believe in good faith that such disclosure is necessary to: (a) comply with a subpoena, court order, or other legal process; (b) protect our rights, property, or safety; or (c) prevent a violation of our Terms of Use or applicable law.
5. Security and Breach Notification
We maintain administrative, technical, and physical safeguards designed to protect your information against loss, misuse, and unauthorized access.
Notification of Security Incidents: While no system is entirely secure, we are committed to protecting your data. If we become aware of a security incident involving your sensitive customer information, we will notify you in accordance with applicable state and federal laws (including Regulation S-P), so that you can take appropriate protective steps.
6. Updates to This Policy
We reserve the right to amend this Privacy Policy at any time.
Website Policy: Updates will be effective immediately upon posting to this page.
Client Privacy Notice: For our investment clients, we will provide an updated privacy notice if we make material changes to our information sharing practices, or as otherwise required by federal law.
We encourage you to review this page periodically to stay informed about our privacy practices. Your continued use of the Site constitutes your agreement to this Policy and any updates.
7. Contact Us
If you have questions about this Privacy Policy or our data practices, please contact us at:
Q2 Wealth Management 1792 Alysheba Way, Suite 150 Lexington, KY 40509 Phone: