At Legacy Wealth Founders (LWF) we respect your privacy and are committed to protecting the personal information you entrust to us. This policy explains what data we collect, how we use it, and your rights over it.
1. Information We Collect
When you complete a form on this site (consultation booking, guide download, newsletter signup) we collect: first name, last name, email, phone, and any notes you voluntarily send. We also collect standard technical data such as IP address, browser, and pages visited via cookies and analytics tools.
2. How We Use Your Information
We use your data exclusively to: (a) contact you and coordinate your financial consultation, (b) send you the resources you requested, (c) send educational communications if you subscribe to our newsletter, and (d) comply with legal and regulatory obligations applicable to the U.S. financial sector.
3. Data Sharing
We do not sell or rent your personal information to third parties. We may share it only with: (a) technology providers that process data on our behalf (CRM, email, analytics) under confidentiality agreements, (b) insurance carriers or financial institutions when you expressly authorize opening a product, and (c) authorities when required by law.
4. Cookies and Analytics
We use technical cookies for site functionality and analytics cookies to understand how visitors use the site. You may disable them from your browser settings without affecting essential site operation.
5. Security
We implement reasonable technical and organizational measures to protect your information against unauthorized access, loss, or alteration. No system is 100% secure, but we treat your data with the standard of care we demand for our own clients.
6. Your Rights
You have the right to: (a) request access to the data we hold about you, (b) request correction or deletion, (c) object to processing, and (d) withdraw consent at any time. To exercise these rights, write to inf@legacywealthfounders.com.
7. Retention
We keep your data as long as necessary to fulfill the purposes described and applicable legal obligations. When no longer needed, it will be securely deleted.
8. Changes to this Policy
We may update this policy periodically. The "last updated" date at the top indicates the effective version. We recommend reviewing it occasionally.
9. Contact
For any question about this policy or how your data is handled:
Legacy Wealth Founders
600 S Tryon St, 18th Floor
Charlotte, NC 28202, USA
Email: inf@legacywealthfounders.com
Phone: (704) 299-5433