Privacy Policy for Wealth Marketing Agency
Effective Date: March 1, 2024
Last Updated: November 18, 2025

1. Who We Are

Wealth Marketing Agency (“Wealth Marketing Agency,” “we,” “our,” or “us”) is a marketing and consulting company that provides strategic growth, marketing operations, business development, and education services.

We primarily work with financial services firms, financial advisors, and related professionals, offering advisory support, content and digital products, and AI enabled tools to help them improve their own marketing and growth systems.

This Privacy Policy explains how we collect, use, share, and protect your information when you visit https://wealthmarketing.agency or interact with our services.

2. Information We Collect

We may collect the following categories of information:

2.1 Information you provide directly

• Name and contact details such as email address, phone number, company name, job title

• Billing and invoicing information when you purchase a product or service

• Information you submit through forms, questionnaires, discovery calls, or consultation requests

• Any content you send us by email or through our site, such as messages, feedback, or uploaded files

2.2 Usage and technical data

When you use our site, we may automatically collect:

• IP address and approximate location

• Browser type, device type, and operating system

• Pages visited, time spent on pages, links clicked, and navigation paths

• Referral URLs and campaign or source parameters

This information is typically collected through cookies, pixels, and similar technologies via analytics tools.

2.3 Payment information

Payments for our services or digital products are processed by third party providers (for example, Stripe). We do not store your full credit card number or security code on our servers. Those details are handled directly by the payment processor.

3. How We Use Your Information

We use the information we collect for the following purposes:

• To provide, operate, and improve our services, programs, and digital products

• To process payments, manage subscriptions, and send purchase confirmations

• To respond to inquiries, schedule calls, and provide client support

• To send service related messages such as updates, notices, and administrative information

• To send newsletters and marketing communications where you have opted in or where permitted by law

• To analyze site usage, measure performance, and improve user experience

• To maintain the security and integrity of our website and systems

• To comply with legal, regulatory, or contractual obligations

Where we use AI powered tools as part of our services, we process only the information necessary to deliver those services and handle it in line with this Privacy Policy.

4. Legal Basis for Processing (EEA and UK Users)

If you are located in the European Economic Area or the United Kingdom, we process your personal data on the following legal bases:

• Contract: to provide services you have requested or purchased

• Consent: when you sign up to receive newsletters or marketing updates

• Legitimate interests: to operate, improve, and protect our business, including analytics, service development, and limited direct marketing to existing clients

• Legal obligation: where we must retain or process data to comply with applicable laws

You can withdraw consent at any time by using the unsubscribe link in our emails or by contacting us.

5. How We Share Your Information

We do not sell your personal information.

We may share your information with:

• Service providers that help us operate our business, such as payment processors (for example, Stripe), email and marketing platforms (for example, MailerLite), scheduling tools, analytics providers, and hosting services

• Professional partners and advisors where collaboration is part of a service you have requested, such as referrals, co created programs, or strategy projects

• Legal or regulatory authorities when required to comply with applicable laws, regulations, legal processes, or enforceable governmental requests

These third parties are only given access to the information they need to perform their services and are expected to protect it appropriately.

6. International Data Transfers

We may process and store your information in the United States or other countries that may have different data protection laws than your country of residence.

Where required, we take steps to ensure that appropriate safeguards are in place to protect your information in accordance with applicable law.

7. Data Retention

We retain your information only for as long as necessary to fulfill the purposes described in this Privacy Policy, including:

• For as long as you are a client or subscriber

• For the period needed to comply with legal, accounting, or reporting obligations

• For a reasonable period to resolve disputes and enforce our agreements

When information is no longer required, we will delete or anonymize it.

8. Your Rights

Depending on your location, you may have some or all of the following rights in relation to your personal information:

• The right to access a copy of the information we hold about you

• The right to request correction of inaccurate or incomplete data

• The right to request deletion of your information, subject to legal obligations

• The right to object to certain processing, including direct marketing

• The right to restrict processing in certain circumstances

• The right to data portability for information you have provided in a structured, commonly used format

You can exercise these rights by contacting us at connect@wealthmarketing.agency. We may need to verify your identity before fulfilling your request.

9. Marketing Communications

If you subscribe to our mailing list or opt in to receive updates, we may send you emails about content, services, offers, or events that we believe may be relevant to you.

You can unsubscribe at any time by clicking the “unsubscribe” link included in our emails or by contacting us directly. Even if you opt out of marketing communications, we may still send you non marketing messages related to your account, purchases, or services.

10. Cookies and Similar Technologies

We use cookies and similar technologies to:

• Enable core site functionality

• Remember your preferences

• Analyze site traffic and performance

You can usually configure your browser to reject cookies or alert you when cookies are being sent. Some features of the site may not function properly if cookies are disabled.

11. Data Security

We use reasonable technical and organizational measures to protect your information, including:

• Secure hosting environments

• Encrypted payment processing via third party providers

• Access controls and limited internal access to personal data

No method of transmission or storage is completely secure, so we cannot guarantee absolute security, but we work to protect your data from unauthorized access, use, alteration, or disclosure.

12. Third Party Sites

Our website may contain links to third party websites or services. This Privacy Policy does not apply to those external sites, and we are not responsible for their content or privacy practices. We recommend reviewing the privacy policies of any third party services you use.

13. Changes to This Policy

We may update this Privacy Policy from time to time. When we do, we will revise the “Last Updated” date at the top of this page. Changes become effective when posted on this page.

Your continued use of our site or services after changes are posted means you accept the updated policy.

14. Contact Us

If you have any questions about this Privacy Policy or how we handle your information, you can contact us at:

Email: connect@wealthmarketing.agency