Privacy Policy | Wealth45 | Personal Finance | Build Wealth, Retire Well

Privacy Policy

Who we are

Our website address is: https://wealth45.com.

 

What personal data we collect and why we collect it

Comments

When visitors leave comments on the site we collect the data shown in the comments form, and also the visitor’s IP address and browser user agent string to help spam detection.

An anonymized string created from your email address (also called a hash) may be provided to the Gravatar service to see if you are using it. The Gravatar service privacy policy is available here: https://automattic.com/privacy/. After approval of your comment, your profile picture is visible to the public in the context of your comment.

Media

If you upload images to the website, you should avoid uploading images with embedded location data (EXIF GPS) included. Visitors to the website can download and extract any location data from images on the website.

Contact forms

Personal data is captured when someone submits a contact form. We may retain contact form submissions for customer service purposes, but do not use the information submitted for marketing purposes unless the user opts-in to receive future emails and marketing materials.

 

Cookies

If you leave a comment on our site you may opt-in to saving your name, email address and website in cookies. These are for your convenience so that you do not have to fill in your details again when you leave another comment. These cookies will last for one year.

If you visit our login page, we will set a temporary cookie to determine if your browser accepts cookies. This cookie contains no personal data and is discarded when you close your browser.

When you log in, we will also set up several cookies to save your login information and your screen display choices. Login cookies last for two days, and screen options cookies last for a year. If you select “Remember Me”, your login will persist for two weeks. If you log out of your account, the login cookies will be removed.

If you edit or publish an article, an additional cookie will be saved in your browser. This cookie includes no personal data and simply indicates the post ID of the article you just edited. It expires after 1 day.

 

Embedded content from other websites

Articles on this site may include embedded content (e.g. videos, images, articles, etc.). Embedded content from other websites behaves in the exact same way as if the visitor has visited the other website.

These websites may collect data about you, use cookies, embed additional third-party tracking, and monitor your interaction with that embedded content, including tracking your interaction with the embedded content if you have an account and are logged in to that website.

 

Analytics

Wealth45 uses Google Analytics. Users can opt out of analytics tracking here.

Please see Google’s privacy policy.

 

Advertising

Third party vendors, including Google, use cookies to serve ads based on a user’s prior visits to your website or other websites.

Google’s use of advertising cookies enables it and its partners to serve ads to your users based on their visit to your sites and/or other sites on the Internet.

Users may opt out of personalized advertising by visiting Ads Settings.

 

Who we share your data with

We do not actively share user data with any third parties. Service providers mentioned elsewhere in this policy may have access to certain data as part of providing their service.

 

How long we retain your data

If you leave a comment, the comment and its metadata are retained indefinitely. This is so we can recognize and approve any follow-up comments automatically instead of holding them in a moderation queue.

For users that register on our website (if any), we also store the personal information they provide in their user profile. All users can see, edit, or delete their personal information at any time (except they cannot change their username). Website administrators can also see and edit that information.

 

What rights you have over your data

If you have an account on this site, or have left comments, you can request to receive an exported file of the personal data we hold about you, including any data you have provided to us. You can also request that we erase any personal data we hold about you. This does not include any data we are obliged to keep for administrative, legal, or security purposes.

 

Where we send your data

Visitor comments may be checked through an automated spam detection service.

 

Contact information

If you have any questions, concerns or comments about our privacy policy, you may contact us at info@wealth45.com.

 

Privacy Statement

Protecting your privacy and personal information is important to us. Maintaining your trust is critical and we want you to understand how we protect and use personal information you provide. We always treat private information (i.e., nonpublic information that identifies you) with care, and in accordance with this Privacy Policy.

Privacy Statement

We, like others who advise on personal financial matters, are required by federal law to inform our clients of their policies regarding the privacy of client information.

In the course of providing the public with general advice, we may receive nonpublic personal information, such as: email addresses and telephone numbers.

All nonpublic personal information that we receive is held in strict confidence in accordance with our professional obligations, and is not released to people outside the Firm, except with your consent or as required by law or to explain our actions to professional organizations that we are members of.

We may share certain information with third parties who assist us in providing our services to you (such as administrative and client service functions) or marketing services, as permitted by law, subject to the obligation of these third parties not to use or disclose such information for any other purpose.

We retain records relating to professional services that we provide so that we are better able to assist you with your professional needs and, in some cases to comply with professional guidelines. 

Our Mission

Guide individuals and families on their journey to financial independence and help prepare investors to be savvy in the management of their personal wealth.

  • Retirement planning
  • 401(k) plan options
  • Employee stock purchase plan
  • Restricted Stock
  • Compensation structure

Recent Blog Postings