Privacy Policy

Knepp Financial Group
Effective Date: June 2026
https://kneppwealthmanagement.com

1. Overview

Knepp Financial Group (“Company,” “we,” “us,” or “our”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, and protect your personal information including mobile phone numbers in connection with our services and SMS communications program.

2. Information We Collect
We collect the following types of information:

  • Full name
  • Email address
  • Mobile phone number
  • Mailing address
  • Date of birth and demographic information (where required for services)
  • Insurance information
  • SMS consent status and date of consent

We also collect non-personally identifiable information such as IP address, browser type, domain names, and access times for the purpose of operating and improving our website.

3. Phone Number Collection and SMS Disclosure

3.1 How We Collect Your Mobile Number
We collect mobile phone numbers through our online contact form on our website. At the point of collection, we clearly disclose the SMS program details and obtain express written consent before sending any messages.

3.2 SMS Program Description
Knepp Financial Group operates a registered A2P SMS messaging program. We send recurring SMS messages exclusively to clients and prospective clients who have provided express written consent. Messages include:
Appointment reminders and scheduling updates
Educational event invitations and office updates
Customer care and service-related communications

3.3 SMS Program Disclosures
Sender: Knepp Financial Group
Message types: Transactional and customer care — appointment reminders,
scheduling updates, event invitations, office updates
Message frequency: Varies based on your interactions and scheduled appointments
Msg & data rates: May apply — contact your carrier for details
Opt-out: Reply STOP to any message at any time
Help: Reply HELP or contact us directly by phone
Carrier note: Carriers are not liable for delayed or undelivered messages

Consent to receive SMS messages is not a condition of purchasing or receiving services from Knepp Financial Group.

3.4 No Third-Party Sharing
Knepp Financial Group does not sell, rent, or share your mobile phone number or SMS consent data with any third party for marketing purposes. Text message opt-in data and consent will not be shared with any third parties.
Your mobile number may be shared with our SMS platform provider solely to deliver messages on our behalf. Such providers are contractually prohibited from using your information for any other purpose.

4. How We Use Your Information
We use the information we collect for the following purposes:

  • To provide and manage our financial services
  • To send appointment reminders, scheduling updates, and service-related SMS messages to opted-in clients
  • To send educational event invitations and office updates
  • To respond to your inquiries and requests
  • To improve our services and website
  • To comply with legal and regulatory obligations

We do not sell, trade, or share your personal information with third parties for their own marketing purposes.

5. Data Retention
SMS opt-in and opt-out consent records are retained for a minimum of four (4) years from the date of consent or the date of the last message, whichever is later, in compliance with TCPA requirements.
Other personal information is retained for as long as necessary to provide our services and meet our legal obligations.

6. Data Security
We implement appropriate physical, electronic, and administrative safeguards to protect your personal information from unauthorized access, disclosure, or misuse. All data on stored and backup media are encrypted via TLS encryption protocols. No method of transmission over the Internet is completely secure, and we cannot guarantee absolute security.

7. Your Rights and Choices
Opt-Out of SMS
You may opt out of receiving SMS messages at any time by replying STOP to any message. You will receive one confirmation and no further messages will be sent.
Access and Correction
You may request access to, correction of, or deletion of your personal information by contacting us at the email address found on our website homepage.

8. Cookies and Tracking
Our website uses cookies to enhance your experience and collect non-personally identifiable information about how you use our site. You may disable cookies through your browser settings, though some features may not function properly as a result.

9. Third-Party Links
Our website may contain links to third-party websites. We are not responsible for the privacy practices of those sites. Please review their privacy policies before submitting any personal information.

10. Changes to This Policy
We reserve the right to update this Privacy Policy at any time. When we make changes, we will notify you by email or through a notice on our website. The effective date at the top of this document reflects the most recent revision.

11. Contact Information
If you have any questions about this Privacy Policy or our SMS program, please contact us at the email address found on our website homepage.

Knepp Financial Group
Website: https://kneppwealthmanagement.com

© 2026 Knepp Financial Group. All rights reserved.

 

By using this website, you agree to our Terms of Use and Privacy Policy. Information on this website may include data or images provided by third parties. While believed to be accurate, such information has not been independently verified. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results, and any referenced outcomes are hypothetical in nature. Nothing on this website constitutes an offer, solicitation, or recommendation to buy or sell any security. Before investing, consider your objectives, financial situation, and fees.

Advisory services are offered through Knepp Wealth Management, which operates through Gibbs Wealth Management (GWM), an SEC‑registered investment adviser. Registration with the SEC does not imply a certain level of skill or training. Insurance products and services are offered through Knepp Wealth Management and are independent of GWM.

The content on this webpage is intended solely for informational purposes and is subject to the regulatory requirements applicable to GWM. Other pages on this website may contain content that is not subject to the same regulatory standards and should not be construed as part of GWM’s regulatory communications or advisory services.

Links to third‑party websites, media articles, scheduling tools, or rating organizations are provided for convenience. Knepp Wealth Management does not control or endorse third‑party content, opinions, security, or privacy practices. Any third‑party ratings, listings, or recognitions are based solely on the criteria of the issuing organization and should not be interpreted as an endorsement or assurance of the quality of advisory services.

Membership in the Forbes Finance Council is based on meeting certain business‑owner criteria and payment of an annual membership fee. It is not an award or recognition from Forbes, nor does it represent an endorsement, ranking, or evaluation of advisory services. Any articles published through the Council are part of the membership program and are not editorial contributions selected by Forbes.

© 2026 Knepp Wealth Management. All rights reserved.
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