Denewiler Capital Privacy Policy

Last updated: 12/10/2025

We respect your privacy and work to keep your information safe. Grow My Dollar is a Colorado-registered Registered Investment Adviser (RIA). We also operate https://growmydollar.com as a public website.

This policy explains what information we collect, why we collect it, how we use it, and how we protect it. It covers both website visitors and advisory clients who work with us under an investment advisory agreement.

Who We Are

Our website address is: https://growmydollar.com
www.growmydollar.com is a trade name used by Denewiler Capital Management Inc., a Colorado-registered RIA. THE DIVIDEND MAILBOX® is also trade name associated with Denewiler Capital Management Inc.

Contact Information:
Phone: 303-832-7475
Email: dcm.team@growmydollar.com
Address: 1600 Stout St, Ste. 1690, Denver, CO 80202

What Personal Data We Collect and Why We Collect It

We collect information in two ways:

• Information you give us (forms, email signups, scheduling)
• Information collected automatically (cookies, analytics)

1. Advisory-Client Information (RIA Requirements)

As a registered RIA, we collect personal information needed to provide investment-advisory services. This may include:

• Name, address, phone number, email
• Social Security number
• Date of birth
• Financial-account details
• Investment goals and risk profile
• Tax information
• Account balances and transaction history

We collect this information only with your authorization. We use it to deliver advisory services and meet regulatory requirements.

We do not sell this information. We share it only with:

• Team members who need it to serve you
• Custodians and other financial-service providers you work with
• Regulators when required by law

Our duty of confidentiality continues even after you stop being a client.

2. Comments

Our site does not currently use public commenting features. If comments are enabled in the future, WordPress may collect:

• Comment form data
• IP address and browser user-agent
• A hashed version of your email to check Gravatar

Gravatar privacy policy: https://automattic.com/privacy/

3. Media Uploads

We do not allow public uploads. If this changes, visitors should avoid uploading images with embedded location data (EXIF GPS), since others may extract it.

4. Contact Forms

When you submit a contact form, we collect your name, email address, and message. We use this information for customer service. We do not use it for marketing unless you explicitly opt in.

We retain contact-form submissions for up to 12 months.

5. Newsletter Sign-Ups

If you join our newsletter, we collect your email address and name. We use this only to send updates you requested. You may unsubscribe at any time.

Your information is stored by our email provider, Mailchimp.

6. Scheduling Tool

When booking a meeting, you may provide your name, email, optional phone number, and meeting notes. This information is processed by our scheduling provider, Calendly, and used only to schedule and manage appointments.

7. Cookies

We use cookies for:

• Basic site functionality
• Analytics
• Contact-form security
• Newsletter opt-ins
• Scheduling integrations

You may disable cookies in your browser at any time.

8. Analytics

We use Google Analytics to understand how visitors use the site. Google may collect:

• IP address
• Device type
• Browser information
• Pages visited
• Time spent on pages

You can opt out using Google’s browser add-on:
https://tools.google.com/dlpage/gaoptout/

We use analytics only to improve site performance.

Who We Share Your Data With

We share data only with trusted third parties who help us operate our business, including:

• Website hosting provider
• Google Analytics
• Email newsletter provider
• Scheduling provider
• Contact-form provider
• Spam-filtering tools
• Financial-service providers (for advisory clients only)

We do not sell personal data. We require all third parties to handle your data securely.

How Long We Retain Your Data

• Contact-form entries: up to 12 months
• Analytics data: up to 14 months
• Newsletter data: kept until you unsubscribe
• Scheduling data: kept according to the scheduling provider’s rules
• Advisory-client data: retained as required by Colorado and federal regulations (often at least 5–7 years)

We keep only what is necessary.

What Rights You Have Over Your Data

You may request:

• A copy of your personal data
• Correction of inaccurate data
• Deletion of data we are not legally required to keep

Advisory clients should note that some records must be retained for regulatory reasons.

To make a request, email: dcm.team@growmydollar.com

Where Your Data Is Sent

Data may be processed or stored outside your country depending on where service providers operate. This may include:

• Google Analytics
• Mailchimp / ConvertKit
• Calendly
• Cloud hosting providers

We choose vendors that follow strong privacy standards.

How We Protect Your Data

We use several safeguards:

• Secure servers
• Encryption where appropriate
• Limited employee access
• Password and access controls
• Vendor security reviews

For advisory-client data, we follow all required RIA confidentiality and security practices.

Data Breach Procedures

If a data breach occurs, we will:

1. Investigate quickly
2. Secure systems
3. Notify affected users when required
4. Notify regulators if required
5. Document what happened and how it was resolved

Third-Party Data Sources

We may receive limited information from:

• Email-marketing tools
• Scheduling tools
• Spam and security services
• Advisory custodians (for advisory clients only)

We use this information only to provide the services you requested.