Privacy Policy

This Privacy Policy explains how Wealth Advisor Agency (“Wealth Advisor Agency,” “we,” “us,” or “our”) collects, uses, and shares information when you visit wealthadvisoragency.com (the “Site”) or contact us. By using the Site or submitting a form, you agree to the practices described here.

Information we collect

We collect information in two ways:

• Information you give us. When you submit a form, request a website, or email us, we collect the details you provide — such as your name, email address, phone number, firm name, and your current website address.
• Information collected automatically. Like most websites, we and our analytics providers automatically collect standard technical data — such as your IP address, browser type, device, referring pages, and how you interact with the Site — through cookies and similar technologies.

How we use your information

We use the information we collect to:

• Respond to your inquiries and provide the services you request;
• Build, review, and deliver website and marketing work;
• Send you related communications about your project or request;
• Operate, maintain, and improve the Site; and
• Comply with legal obligations and protect against misuse.

We do not sell your personal information.

How we share your information

We share information only as needed to run our business, including with service providers who process it on our behalf — for example, our form and CRM provider (GoHighLevel / LeadConnector), email providers, hosting providers (such as Vercel), and analytics providers (such as Google Analytics). These providers are permitted to use your information only to perform services for us. We may also disclose information if required by law or to protect our rights.

Cookies and analytics

The Site uses cookies and analytics tools to understand traffic and improve the experience. You can control cookies through your browser settings; disabling them may affect how the Site works.

Data retention

We keep personal information for as long as needed to fulfill the purposes described in this policy, unless a longer retention period is required or permitted by law.

Your choices

You may request access to, correction of, or deletion of the personal information we hold about you, and you may opt out of non-essential communications at any time. To make a request, email us at hello@wealthadvisoragency.com. Depending on where you live, you may have additional rights under applicable privacy laws.

Children's privacy

The Site is intended for business professionals and is not directed to children under 13. We do not knowingly collect information from children.

Third-party links

The Site may link to third-party websites. We are not responsible for the privacy practices of those sites and encourage you to review their policies.

Changes to this policy

We may update this Privacy Policy from time to time. When we do, we will revise the effective date above. Your continued use of the Site after changes take effect constitutes acceptance of the updated policy.

Contact us

Wealth Advisor Agency
Austin, Texas
hello@wealthadvisoragency.com

This page is provided for general informational purposes and is not legal advice.