PRIVACY POLICY
Effective Date: 01/01/2026
Business Name: Wealth Companions
Website: www.wealthcompanions.com
Email: [email protected]
Phone: 901-660-4600 or 901-609-4747
Wealth Companions respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains what information we collect, how we use it, how we protect it, and your rights regarding your information.
By using our website, submitting your information, or opting in to receive communications from us, you agree to this Privacy Policy.
1. What Information We Collect
We may collect personal information that you voluntarily provide to us, including:
- Name
- Email address
- Phone number
- Mailing address
- Date of Birth/Age
Any information you submit through forms, quote requests, appointment requests, surveys, or customer support inquiries
We may also collect certain non-personal information automatically when you visit our website, including:
- IP address
- Browser type
- Device type
- Operating system
- Pages visited
- Time spent on pages
- Referral source
- General website usage data
2. How User Data Is Used
We use the information we collect to:
- Respond to inquiries and service requests
- Provide quotes, consultations, or requested information
- Schedule appointments and send reminders
- Deliver customer support
- Improve our website, services, and user experience
- Send updates, promotions, and marketing communications where permitted
- Communicate via SMS, email, or phone when you have provided consent
- Maintain internal records and business operations
- Comply with legal obligations
3. SMS Opt-In Details
If you provide your mobile phone number and opt in to receive text messages, you consent to receive SMS communications from [Business Name].
These messages may include:
- Appointment reminders
- Follow-up messages
- Customer service messages
- Account or service notifications
- Promotional or marketing messages
- Message frequency may vary.
You may opt out at any time by replying STOP. For assistance, reply HELP or contact us directly at [email protected] or 901-660-4600 or 901-609-4747.
Consent to receive SMS messages is not a condition of purchase.
4. Cookie & Tracking Practices
Our website may use cookies, pixels, and similar tracking technologies to improve your browsing experience and help us understand how visitors use our site.
These technologies may be used to:
- Remember user preferences
- Analyze website traffic and performance
- Improve website functionality
- Support advertising and remarketing efforts
- You can adjust your browser settings to refuse cookies or alert you when cookies are being used. Please note that disabling cookies may affect certain website functions.
5. Data Security and Handling
We take reasonable administrative, technical, and physical safeguards to protect your personal information from unauthorized access, disclosure, misuse, or loss.
While we work to protect your information, no method of transmission over the internet or method of electronic storage is completely secure. Therefore, we cannot guarantee absolute security.
We retain personal information only as long as necessary to fulfill the purposes outlined in this Privacy Policy, unless a longer retention period is required by law.
6. User Rights
Depending on your location and applicable law, you may have the right to:
- Request access to the personal information we hold about you
- Request correction of inaccurate or incomplete information
- Request deletion of your personal information
- Withdraw consent to marketing communications
- Opt out of SMS communications at any time
- Request information about how your data is used
To exercise any of these rights, please contact us using the information listed below.
7. Mobile Information Sharing Statement
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, excluding aggregators and service providers necessary to deliver the SMS service.
8. Sharing of Information
We do not sell your personal information.
We may share your information only in limited circumstances, such as:
- With service providers who help us operate our business and website
- With vendors who assist in communications, hosting, analytics, or customer support
- When required by law, regulation, subpoena, or legal process
- To protect our rights, safety, or property
Any third parties who process information on our behalf are expected to keep it secure and use it only for authorized business purposes.
9. Third-Party Services
Our website may contain links to third-party websites or use third-party tools and integrations. We are not responsible for the privacy practices of those third parties. We encourage you to review their privacy policies separately.
10. Children’s Privacy
Our website and services are not intended for children under the age of 13, and we do not knowingly collect personal information from children. If we learn that we have collected personal information from a child without appropriate consent, we will take steps to delete that information.
11. Changes to This Privacy Policy
We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date. Your continued use of our website or services after changes are posted constitutes your acceptance of those changes.
12. Contact Us
If you have any questions about this Privacy Policy or how your information is handled, please contact us at:
Wealth Companions
Website: www.wealthcompanions.com
Email: [email protected]
Phone: 901-609-4747 or 901-660-4747