Privacy Policy

This Privacy Policy explains how Wealthguard Elite ("Wealthguard," "we," "us") collects, uses, and protects information when you visit our websites, join our community, communicate with us, or use our services.

Information we collect

• Information you provide: name, email, phone number, mailing address, and information you share in forms, applications, messages, or calls (for example income range, tax situation, and goals).
• Automatically collected information: device and browser data, IP address, pages viewed, and referral source, collected through cookies and similar technologies.
• Information from third parties: scheduling, payment, community, and advertising platforms you use to interact with us.

How we use information

• To respond to inquiries and schedule calls you request
• To provide, coordinate, and improve our services
• To send service, appointment, and (with your consent) marketing communications by email or text
• To process payments and maintain records
• To comply with law and protect our rights

Text messaging (SMS)

If you provide your mobile number and consent to receive text messages, we use it to send messages related to your inquiry, appointments, and (where you have opted in) promotional content. Message frequency varies. Message and data rates may apply. Reply STOP to unsubscribe at any time, or HELP for help.

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Text messaging originator opt-in data and consent will not be shared with any third parties. Information may be shared only with service providers that help us deliver messages and operate our business, and only for that purpose.

How we share information

We do not sell your personal information. We share information only with (a) service providers that operate our systems (such as CRM, scheduling, email, and payment providers); (b) independent licensed professionals you choose to engage, with your direction; and (c) authorities when required by law.

Data security

We use reasonable administrative, technical, and physical safeguards. No method of transmission or storage is completely secure.

Your choices

• Unsubscribe from emails using the link in any email
• Opt out of texts by replying STOP
• Request access to, correction of, or deletion of your information by emailing [email protected]

Residents of certain states, including California, may have additional rights under applicable law. Contact us to exercise them.

Children

Our services are not directed to individuals under 18, and we do not knowingly collect their information.

Changes

We may update this policy and will post the revised version with a new date.

Contact

Wealthguard Elite
30 N Gould St #61069, Sheridan, WY 82801
[email protected] · (805) 600-0662