Privacy Policy

Last Updated: June 16, 2026

Wealthguard Elite, a private membership association operating as a project of Regeneration Fund Trust ("Wealthguard Elite," "we," "us," or "our"), respects your privacy. This Privacy Policy explains what information we collect, how we use it, and with whom it may be shared when you visit https://www.wealthguardelite.com or engage our services.

Information We Collect

• Information you provide: Name, email address, phone number, and any information you submit through our forms, applications, or onboarding process, including financial, tax, and planning information you choose to share in connection with an engagement.
• Payment information: Payments are processed through our third-party payment processor. We do not store full card numbers on our systems; that information is handled by the processor under its own security standards.
• Information collected automatically: When you visit the Site, we may collect technical data such as IP address, browser type, device information, pages viewed, and referring URLs through cookies and similar technologies.

How We Use Your Information

• To provide, coordinate, and deliver our advisory and membership services.
• To process payments and communicate about your engagement.
• To respond to inquiries and provide customer support.
• To improve our Site, services, and communications.
• To comply with legal and regulatory obligations.

How Information Is Tracked

We use cookies and similar technologies to operate the Site, remember preferences, and understand how visitors use the Site. You can adjust your browser settings to refuse cookies, though some Site features may not function properly as a result.

With Whom We Share Information

We do not sell your personal information. We may share information with:

• Partner professionals and service providers (such as partner attorneys, CPAs, and operational vendors) strictly as needed to deliver the services you have engaged us for.
• Our payment processor to complete transactions.
• Legal and regulatory authorities when required by law or to protect our rights.

Information shared with our partner attorneys in connection with licensed work may additionally be protected under attorney-client privilege through their own engagement with you. Confidentiality obligations relating to member information are further addressed in your signed agreement.

Data Security

We use reasonable administrative, technical, and physical safeguards designed to protect your information. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.

Your Choices

You may request access to, correction of, or deletion of your personal information by contacting us at [email protected]. You may also opt out of marketing communications at any time using the unsubscribe link or by contacting us.

Children's Privacy

Our Site and services are intended for adults and are not directed to children under 18.

Changes to This Policy

We may update this Privacy Policy periodically. The "Last Updated" date reflects the most recent revision.

Contact

For privacy questions or requests, contact [email protected] or 760-364-9380.

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