Legal · Draft

Privacy Policy

How Wealth Management Accounting collects, uses, and protects your information.

Draft, not final. This page is placeholder legal language prepared for WMA's attorney to review, edit, and approve before this site goes live. It is not legal advice and should not be published as-is.

Last updated: [date]

Information We Collect

When you use this website (including submitting a contact form, requesting a resource, or subscribing to our newsletter) we may collect information you provide directly, such as your name, email address, phone number, and any details you share about your financial situation. We may also collect standard technical information automatically, such as your IP address, browser type, and pages visited, typically through analytics tools.

How We Use Your Information

To respond to inquiries and schedule discovery calls
To deliver resources you've requested, such as guides or worksheets
To send newsletter content, if you've opted in, with the ability to unsubscribe at any time
To improve our website and services
To comply with legal and regulatory obligations applicable to financial services firms

How We Protect Your Information

We use reasonable administrative, technical, and physical safeguards to protect the information you share with us. We do not sell your personal information to third parties.

Third-Party Services

This site may use third-party tools for form processing, scheduling, analytics, or client relationship management. Those providers may process your information according to their own privacy policies.

Cookies

This site uses a small amount of first-party browser storage to remember the choice you make in our cookie banner, so you're not asked again on future visits. If you accept, we may also use cookies for analytics tools that help us understand how visitors use the site; if you decline, only the essential storage needed to run the site (such as remembering your cookie choice) is used.

You can change your choice at any time.

Your Choices

You can unsubscribe from newsletter emails at any time using the link in those emails, or by contacting us directly. You may also request that we delete information we hold about you, subject to any recordkeeping requirements applicable to our industry.

Contact Us

Questions about this policy can be directed to our team through the Contact page.