Privacy Policy

Your Wealth Pivot ("we," "us," or "our") respects your privacy. This Privacy Policy explains what information we collect through [DOMAIN] (the "Site"), how we use and share it, and the choices you have.

Information we collect

Information you provide. When you request a review, send a career inquiry, or contact us, we may collect your name, email address, phone number, state of residence, preferred contact method, the situation you would like to discuss, account type, your questions or goals, and any optional details you choose to share, such as an approximate account balance range, retirement timeframe, or the best time to reach you. Career inquiries may also include your background and interests.

Information collected automatically. When you visit the Site, we and our service providers may collect your IP address, browser and device type, pages viewed, referring website, and similar usage information through cookies and similar technologies. See our Cookie Policy.

We do not ask for account numbers, Social Security numbers, or dates of birth through the Site. Please do not submit them.

How we use your information

We use your information to respond to your request, coordinate and conduct your complimentary review, route your request to an appropriately licensed team member, send messages you have asked to receive, send educational information if you have opted in, operate and improve the Site, and comply with legal obligations.

How we share your information

We share information only as described here:

• -With service providers who help us operate our business, such as customer relationship management, email, scheduling, video conferencing, website hosting, and analytics providers. They may use your information only to provide services to us.
• -With licensed financial professionals on our team who help respond to your request.
• -When required by law, or to protect our rights, our users, or others.
• -In connection with a merger, sale, or transfer of all or part of our business.

We do not sell your personal information.

Text messaging

If you opt in to receive text messages, we use your phone number to send the messages you agreed to receive. No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. SMS opt-in data and consent, and phone numbers collected for text messaging, are not shared with any third parties. You can reply STOP at any time to opt out, or HELP for help. See our SMS Terms.

Email

You can unsubscribe from our emails at any time by using the unsubscribe link in any email or by contacting us.

Cookies and analytics

We may use cookies, analytics tools, and advertising tags to understand how the Site is used and to improve it. You can manage your choices through our cookie banner and your browser settings. Learn more in our Cookie Policy.

How long we keep information

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

How we protect information

We use reasonable administrative, technical, and physical safeguards to protect your information. No method of transmission or storage is completely secure.

Your choices and rights

You may ask us to access, correct, or delete your personal information, or to stop sending you marketing messages, by contacting us using the details below. Depending on where you live, you may have additional rights under state law. We will respond as required by applicable law.

Children's privacy

The Site is intended for adults. We do not knowingly collect personal information from anyone under 18.

Links to other websites

The Site may link to websites we do not control. We are not responsible for their privacy practices.

Changes to this policy

We may update this Privacy Policy from time to time. The effective date at the top shows when it was last updated.

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