Privacy Policy

 

Effective Date: 6/24/26

 

Wealth Path Financial (“Company,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, disclose, and safeguard information when you visit our website, https://wealthpathllc.com, contact us, request information, schedule a consultation, or otherwise interact with us.

 

By using our website or submitting information to us, you agree to the terms of this Privacy Policy.

 

Information We Collect

 

We may collect personal information that you voluntarily provide to us, including but not limited to:

  • Name
  • Email address
  • Phone number
  • Mailing address
  • Information submitted through contact forms
  • Financial goals, retirement planning interests, or other information you choose to provide
  • Any other information you send to us directly

We may also collect certain information automatically when you visit our website, such as:

  • IP address
  • Browser type
  • Device information
  • Pages visited
  • Time spent on the website
  • Referring website
  • Cookies and similar tracking technologies

How We Use Your Information

We may use the information we collect to:

  • Respond to your inquiries
  • Schedule consultations or appointments
  • Provide information about our services
  • Communicate with you about financial planning, retirement planning, or related topics
  • Improve our website and user experience
  • Maintain internal records
  • Comply with legal, regulatory, and compliance obligations
  • Protect the security and integrity of our website and business

How We Share Your Information

 

We do not sell your personal information.

 

We may share your information only when necessary, including with:

  • Service providers who help us operate our website, manage communications, or support business functions
  • Professional advisors, legal counsel, compliance consultants, or regulatory authorities when required
  • Third parties you authorize us to share information with
  • Government agencies, courts, or regulators when required by law

Any third parties we work with are expected to protect your information and use it only for the purposes for which it was provided.

 

Financial Privacy Notice

 

Because Wealth Path Financial provides financial-related services, certain client information may be subject to additional privacy protections under applicable financial privacy laws and regulations.

 

If you become a client, we may provide additional notices or disclosures explaining how nonpublic personal information is collected, used, protected, and shared. This Privacy Policy is intended to describe our general website and communication privacy practices and may not replace any separate client privacy notice required by law or regulation.

 

Cookies and Tracking Technologies

 

Our website may use cookies, analytics tools, or similar technologies to improve website performance, understand visitor behavior, and enhance user experience.

You can adjust your browser settings to refuse cookies or alert you when cookies are being used. However, some parts of the website may not function properly if cookies are disabled.

 

Email Communications

 

If you provide your email address, we may contact you with information related to your inquiry, our services, updates, or educational content.

 

You may unsubscribe from marketing emails at any time by following the unsubscribe instructions in the email or by contacting us directly.

 

Data Security

 

We use reasonable administrative, technical, and physical safeguards to protect personal information from unauthorized access, disclosure, alteration, or destruction.

 

However, no method of transmission over the internet or electronic storage is completely secure. We cannot guarantee absolute security of information submitted through our website or electronic communications.

 

Data Retention

 

We retain personal information for as long as necessary to fulfill the purposes described in this Privacy Policy, comply with legal and regulatory obligations, resolve disputes, and enforce agreements.

 

Your Privacy Choices

 

Depending on where you live and the laws that apply, you may have certain rights regarding your personal information, including the right to:

  • Request access to personal information we maintain about you
  • Request corrections to inaccurate information
  • Request deletion of certain personal information
  • Opt out of certain communications
  • Ask questions about how your information is used

To make a privacy-related request, please contact us using the information below.

 

Third-Party Links

 

Our website may contain links to third-party websites. We are not responsible for the privacy practices, security, or content of those websites. We encourage you to review the privacy policies of any third-party sites you visit.

 

Children’s Privacy

 

Our website and services are not directed to children under the age of 13. We do not knowingly collect personal information from children under 13. If we become aware that we have collected personal information from a child under 13, we will take reasonable steps to delete it.

 

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 after changes are posted means you accept the updated Privacy Policy.

 

Contact Us

 

If you have questions about this Privacy Policy or how your information is handled, please contact us:

 

Wealth Path Financial
Attn: Derrick Loflin
Email: derrick@wealthpathllc.com
Website: https://wealthpathllc.com