Effective Date: March 1, 2026

Barrett Wealth Group (“we,” “our,” or “us”) is committed to protecting your privacy and the security of your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard information when you visit our website or use our financial services. Please read this policy carefully. By accessing our website or engaging our services, you acknowledge the practices described herein.

1.

We may collect the following information when you contact us, create an account, or engage our services:

• Full name, address, email address, and phone number
  Social Security Number or Tax Identification Number (as required by law)
• Financial information, including income, assets, investment objectives, and account details
• Employment information and source of funds
• Government-issued identification documents
• Information provided through contact forms, surveys, or correspondence

When you visit our website, we may automatically collect certain technical information, including:

•  IP address, browser type, and operating system
• Pages visited, time spent on pages, and referring URLs
• Device identifiers and cookie data
• Clickstream data and interaction logs

We may receive information about you from third parties, including credit bureaus, identity verification services, financial data aggregators, and other financial institutions, as permitted by law and consistent with our regulatory obligations.

2.

Barrett Wealth Group uses your information for the following purposes:

• Providing, managing, and improving our financial advisory and wealth management services
  Verifying your identity and complying with Know Your Customer (KYC) and Anti-Money Laundering (AML) requirements
• Processing transactions and maintaining accurate account records
• Communicating with you about your accounts, investments, and relevant financial matters
• Sending informational newsletters, market updates, or event invitations (with your consent where required)
• Complying with applicable laws, regulations, and legal processes
• Detecting, preventing, and investigating fraud or other potentially illegal activity
• Improving our website functionality and user experience
• Conducting internal business analytics and reporting

3.

We do not sell your personal information. We may share your information in the following limited circumstances:

We may share information with trusted third-party vendors and service providers who assist us in operating our business — such as technology providers, custodians, compliance consultants, and marketing partners — under strict confidentiality obligations.

We may disclose your information to regulatory authorities, law enforcement, or other government agencies as required by applicable law, court order, legal process, or to protect the rights, property, or safety of Barrett Wealth Group, our clients, or others.

In the event of a merger, acquisition, or sale of all or a portion of our business assets, your information may be transferred as part of that transaction. We will notify you of any such change in ownership or use of your personal information.

We may share your information with third parties when you have given us explicit consent to do so.

4.

Our website uses cookies and similar tracking technologies to enhance your experience, analyze website traffic, and support our marketing efforts. You may control cookie preferences through your browser settings; however, disabling certain cookies may affect website functionality. We may use:

• Essential cookies necessary for the website to operate
• Analytics cookies to understand how visitors use our site
• Marketing cookies to deliver relevant content and advertisements

We do not respond to “Do Not Track” browser signals at this time, but we respect applicable opt-out mechanisms for interest-based advertising.

5.

Barrett Wealth Group employs industry-standard administrative, technical, and physical safeguards designed to protect your personal information from unauthorized access, disclosure, alteration, or destruction. These measures include encryption of sensitive data in transit and at rest, access controls, regular security assessments, and staff training on data privacy practices.

While we take data security seriously, no method of transmission over the internet or electronic storage is 100% secure. We cannot guarantee absolute security, and we encourage you to take precautions to protect your own information.

6.

We retain your personal information for as long as necessary to fulfill the purposes outlined in this policy, maintain our client relationships, and comply with our legal, regulatory, and contractual obligations — including SEC and FINRA record-keeping requirements. When your information is no longer needed, we will securely delete or anonymize it in accordance with applicable law.

7.

Depending on your jurisdiction, you may have certain rights regarding your personal information, which may include:

• The right to access and receive a copy of the personal information we hold about you
• The right to request correction of inaccurate or incomplete information
• The right to request deletion of your information, subject to legal and regulatory limitations
• The right to opt out of receiving marketing communications
• The right to data portability in certain circumstances

To exercise any of these rights or to ask questions about how we handle your information, please contact us using the information provided in Section 10 below. Note that certain information may be exempt from these rights under applicable financial services laws and regulations.

8.

Our website and services are not directed to individuals under the age of 18. We do not knowingly collect personal information from minors. If you believe we have inadvertently collected such information, please contact us promptly and we will take steps to delete it.

9.

Our website may contain links to third-party websites or resources. This Privacy Policy does not apply to those external sites, and we are not responsible for their privacy practices. We encourage you to review the privacy policies of any third-party sites you visit.

10.

We may update this Privacy Policy from time to time to reflect changes in our practices, technology, legal requirements, or for other business reasons. When we make material changes, we will update the effective date at the top of this policy and, where appropriate, notify you by email or through a notice on our website. Your continued use of our website or services following the posting of changes constitutes your acceptance of the updated policy.

11.

If you have questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us at:

Barrett Wealth Group

678-360-6657

info@barrettwealthgroup.com

Every family’s needs are different. Our team will work with you to design a comprehensive protection plan that fits your unique goals, budget, and legacy objectives.