Privacy
Privacy Policy
Wisepath Wealth LLC ("Wisepath," "we," "us," or "our") respects your privacy and is committed to protecting personal information. This Privacy Policy describes how information may be collected, used, disclosed, and safeguarded when you visit our website or interact with our online services.
Information We Collect
We may collect information you voluntarily provide, including your name, email address, phone number, state of residence, age, appointment details, and information submitted through contact, scheduling, event, or other website forms. We may also collect standard technical and usage information through cookies, analytics, and similar technologies, such as IP address, browser and device information, referring pages, and website activity.
How We Use Information
We may use information to respond to inquiries; schedule and administer meetings; provide requested materials; manage events and communications; operate, secure, and improve our website and services; maintain appropriate business and regulatory records; and satisfy applicable legal and regulatory obligations.
Service Providers and Third Parties
We may engage service providers for hosting, scheduling, website forms, customer relationship management, communications, analytics, cybersecurity, and other business functions. They may process information as necessary to provide services to us, subject to applicable contractual and legal obligations. Third-party websites and embedded services may have their own privacy policies.
Information Sharing
We do not sell personal information for monetary consideration. We may disclose information to service providers supporting our operations; to professional advisers; to regulators, government authorities, or others when required or permitted by law; to protect rights and security; or at your direction or with your consent. Mobile opt-in data and consent will not be shared with third parties or affiliates for their own marketing or promotional purposes. This restriction does not prevent disclosure to providers supporting delivery of our authorized messages.
Text Messages
If you separately consent to receive text messages, we may send communications consistent with that consent, including appointment-related or, where specifically authorized, marketing messages. Consent to receive marketing text messages is not a condition of obtaining advisory services. Message and data rates may apply. Message frequency may vary. You may opt out by replying STOP to a text message; reply HELP for assistance where supported, or contact us using the information below. Consent, opt-out, and recordkeeping procedures are implemented through the applicable messaging workflow. A website privacy policy alone does not constitute consent to marketing texts.
Security and Retention
We maintain administrative, technical, physical, and procedural safeguards designed to protect information consistent with applicable requirements. No electronic system or transmission is completely secure. We retain information as reasonably necessary for legitimate business purposes and applicable legal, regulatory, contractual, and recordkeeping obligations.
Sensitive Information
Please do not submit Social Security numbers, passwords, account credentials, full account numbers, tax returns, medical records, or similarly sensitive materials through ordinary website forms or unsecured email. We will provide an appropriate secure channel when such information is needed.
Your Choices
Depending on applicable law, you may have rights regarding access to, correction of, or other handling of your personal information. Please contact us with requests. Some records must be retained under applicable regulatory or legal obligations.
Client Privacy Notices
This website Privacy Policy does not replace any separate financial privacy notices or disclosures provided to clients or consumers as required by applicable law.
Children's Privacy
Our website is intended for adults and is not directed to children under 13. We do not knowingly seek to collect personal information from children under 13 through the website.
Policy Changes
We may update this policy to reflect changes in our operations, technologies, service providers, or legal requirements.
Contact
Questions regarding this policy may be sent to [email protected].