RW Wealth is committed to protecting the privacy of visitors to our website. This Privacy Policy describes how we collect, use, share, and protect information through our website, as well as your rights regarding your personal data. By using this website, you agree to the terms of this Privacy Policy.
Information We Collect
We may collect certain nonpublic information about you (Customer Information). The essential purpose of collecting Customer Information is to allow us to provide advisory and tax services to you. We may collect personal and non-personal information when you interact with our website. The types of information collected include:
Personal Information: When you voluntarily provide information through forms, such as your name, email address, phone number, or other contact details you provide.
Non-Personal Information: Data that does not identify you personally, such as your browser type, device type, operating system, and website usage data, collected through cookies or other tracking technologies.
Use of Information
We use the information collected through our website for the following purposes:
Personal Information: To respond to your inquiries, provide requested services, and communicate with you about our services, newsletters, or other relevant updates.
Non-Personal Information: To analyze website usage, improve website functionality, and enhance your user experience.
Cookies and Tracking Technologies
Our website uses cookies and other tracking technologies to collect non-personal information automatically. Cookies are small files stored on your device that help us understand how users interact with our website. You may control or disable cookies through your browser settings, but doing so may limit your access to certain features of the website.
We may use the following types of cookies:
Essential Cookies: Necessary for the functioning of the website.
Performance Cookies: Collect information about how visitors use the website to improve its performance.
Targeting Cookies: May be used to provide you with relevant advertising or track your interactions with our marketing campaigns.
Sharing Information
We do not sell, rent, or share your personal information with third parties for their marketing purposes. However, we may share your information under the following circumstances:
Service Providers: We may share your information with third-party service providers and affiliates that assist us in operating the website or conducting our business. These service providers are required to protect the confidentiality of your information.
Legal Obligations: We may disclose information as required by law or in response to valid requests by public authorities, such as complying with subpoenas, legal processes, or regulatory authorities.
How We Protect Your Information
We implement a variety of security measures to protect your nonpublic personal information, including secure servers, encryption, and restricted access to personal data. While we strive to protect your information, please be aware that no method of transmission over the internet is completely secure.
Third-Party Links
Our website may contain links to third-party websites. We are not responsible for the privacy practices of these external sites. We encourage you to review the privacy policies of any third-party websites you visit.
Changes to this Policy
We reserve the right to modify this Website Privacy Policy at any time. Any changes will be posted on this page with an updated "Last Revised" date. Your continued use of the website after changes are made constitutes your acceptance of the revised policy.
Contact Us
If you have any questions about this privacy notice or about the privacy of your customer information, call our main number 904-280-0771 and ask to speak to the Chief Compliance Officer.
Last updated 10/23/24
