Effective Date: 01/01/2025
Wealthbridge Financial (“we,” “our,” or “us”) values your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or interact with our services, including our SMS communications.
1. Information We Collect
We may collect the following information when you use our services:
- Personal Information: Name, email address, phone number, mailing address, and any information you submit via our contact forms or opt-in processes.
- Mobile Information: When you opt into SMS messaging, we collect your phone number and related message activity.
- Technical Data: IP address, browser type, operating system, device identifiers, and pages visited.
2. How We Use Your Information
We use your information to:
- Provide and manage our services
- Respond to inquiries and provide customer support
- Send marketing communications (including SMS) with your consent
- Improve website functionality and user experience
- Comply with legal obligations
3. Text Messaging and Mobile Data
We collect mobile information solely to provide our SMS services. This includes updates about our services, promotional offers, and educational content related to financial planning and insurance.
No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. Information sharing to subcontractors in support services, such as customer service, is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
If your information is shared for purposes outside of this scope (e.g., service support), it will only be shared with aggregators and providers of the text message services.
4. Sharing of Information
We do not sell, rent, or share your personal information with third parties for marketing purposes.
If we must share data for legal or operational reasons, it will be strictly limited to:
- Service providers supporting our operations (e.g., web hosting, text messaging platforms)
- Legal authorities, if required by law
- Aggregators and providers of the text message services, for SMS delivery only
All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties, excluding aggregators and providers of the Text Message services.
5. Your Rights
You have the right to:
- Access and correct your personal information
- Opt-out of SMS marketing by replying “STOP” to any message
- Request deletion of your data (where applicable)
6. Data Security
We use commercially reasonable safeguards to protect your data. However, no method of transmission over the internet or mobile network is 100% secure.
7. Children’s Privacy
Our services are not intended for individuals under 13. We do not knowingly collect data from children.
8. Third-Party Links
Our website may link to other sites. We are not responsible for their privacy practices.
9. Updates to This Policy
We may update this Privacy Policy periodically. Updates will be posted on this page with an updated effective date.
10. Contact Us
If you have questions about this Privacy Policy or our data practices, contact:
Wealthbridge Financial
Email: support@wealthbridgefinancial.com
Phone: (818) 925-4260
Address: 15021 Ventura Blvd, Suite 377, Sherman Oaks, CA 91403