Privacy policy
Handled with care.
This policy explains how Wealth Matters Consulting handles personal information and consultation records for visitors and clients in Florida and the United States.
Effective September 10, 2026
Information we collect
We may collect your name, email address, telephone number, Brandalyzer responses, consultation preferences, messages, engagement records, and information you voluntarily provide. We may also receive basic technical information used to operate and protect the site.
How we use information
We use information to deliver personalized assessments, respond to inquiries, schedule and manage consultations, provide agreed services, maintain business records, improve our client experience, and protect the security and integrity of our operations.
Consultation and assessment records
Brandalyzer findings and consultation records may be retained with your contact information so our team can provide relevant follow-up and maintain continuity. These materials are treated as confidential business records and are accessed only as reasonably necessary.
Sharing and disclosure
We do not sell personal information. We may share limited information with service providers supporting our operations, professional advisers, or authorities when required by law. Providers are expected to handle information only for the services they perform.
Data retention
We retain information for as long as reasonably necessary for the purpose collected, the client relationship, legitimate recordkeeping, dispute resolution, and applicable legal or regulatory obligations.
Security
We use reasonable administrative, technical, and organizational safeguards designed to protect client information. No online system can guarantee absolute security, and visitors should avoid submitting information that is not necessary for an inquiry.
Your privacy choices
You may ask to review, correct, or delete personal information, or request that we stop nonessential communications, subject to legal and operational recordkeeping requirements. Florida and other U.S. residents may have additional rights under applicable state law.
Children and policy updates
Our services are not directed to children under 13. We may update this policy as our practices or legal obligations change; the revised effective date will appear on this page.
Contact us
Questions or privacy requests may be submitted through the Contact page. We may need to verify your identity before completing a request involving consultation or client records.