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Privacy Policy

Willow Creek Wealth Management (“Willow Creek“) is an SEC registered investment adviser located in Sebastopol, California.  Willow Creek and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which Willow Creek maintains clients. Willow Creek may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.

Willow Creek’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Willow Creek’s web site on the Internet should not be construed by any consumer and/or prospective client as Willow Creek’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Willow Creek with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

For information pertaining to the registration status of Willow Creek, please contact the SEC or the state securities regulators for those states in which Willow Creek maintains a notice filing. A copy of Willow Creek’s current written disclosure statement discussing Willow Creek’s business operations, services, and fees is available from Willow Creek upon written request. Willow Creek does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Willow Creek web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Willow Creek), will be profitable or equal any historical performance level(s). Certain portions of Willow Creek’s web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Willow Creek (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Willow Creek, or from any other investment professional.

Willow Creek is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice. Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Willow Creek is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Willow Creek by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. To the extent that any client or prospective client utilizes any economic calculator or similar interactive device contained within or linked to Willow Creek’s web site, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Willow Creek, or from any other investment professional.

Each client and prospective client agrees, as a condition precedent to his/her/its access to Willow Creek’s web site, to release and hold harmless Willow Creek, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from Willow Creek.

We collect the following types of information from and about you and all users of our Website:

We use Google Analytics (GA) for aggregated, anonymized website traffic analysis. Google drops a cookie with a randomly generated ClientID in your browser. This ID is anonymized and contains no Personal Identifiable Information (PII). It does include your IP Address. We use GA to track aggregated website behavior, such as what pages you visited, for how long, in what order, etc. This information is important to us for improving the user experience and determining site effectiveness; for our internal planning, our marketing, or other business purposes; to provide, develop and improve our website and related services to you. If you would like access to the browsing information we have, or request to delete any GA data, you may contact us through our website willowcreekwealth.com/contact/ or phone (707) 829-1146, and/or install the Google Analytics Opt-Out Browser Add-On. We reserve the right not to accommodate such a request if we believe doing so would violate any applicable law or legal requirement or is not feasible technically.

We will not sell, give, or otherwise communicate any Usage Information gathered through our Website to any third party for their own use or purposes. We do not track your activities or collect your information across third-party websites or online services. Thus, we do not receive Do-Not-Track signals, or other similar signals.  In the event we receive any Do-Not-Track signals, we will not comply with them, as they are not part of the functionality of our Website or related services.

We use reasonable technical, administrative, and other measures to secure, and to attempt to prevent the misuse of, loss of, or unauthorized access to, the information we collect or receive via cookie data through our website. Although we do our best to protect your information, we cannot guarantee the security of the information submitted or collected in relation to cookie data on our website, and the transmission of such information is at your own risk.

Our Website is not intended for anyone under 18 years of age. No one under age 18 may provide any personal information to or through our Website. We do not knowingly collect personal information through our Website directly from anyone under the age of 18. If we learn that we have received personal information through our Website directly from anyone under the age of 18, we will make every reasonable attempt to remove that data, to the extent it is identifying and not otherwise provided by an authorized source (for example by a parent on behalf of their child). If you believe we might have received any information from a person under age 18 through the Website, please contact us at info@willowcreekwealth.com or 707-829-1146.

We only collect Personal Identifiable Information (PII) that clearly identifies you, such as your name, address, email address and telephone number when you voluntarily provide it to us, for example, when you submit information to us through our “Contact” page or when you otherwise contact us directly.