Privacy Policy

The information provided by The Wealth District is for educational and informational purposes only and is not intended as financial, legal, investment, or tax advice. We are not licensed financial advisors, tax professionals, attorneys, or investment brokers. All strategies and guidance shared are based on general financial principles and personal experience.

Clients and website visitors are encouraged to consult with licensed professionals before making any financial decisions. The Wealth District assumes no responsibility or liability for any decisions made or actions taken based on the information provided through our website, consultations, resources, or coaching services.

Use of our services and content is at your own risk. By engaging with The Wealth District, you acknowledge and agree to this disclaimer.

Effective Date: May 25, 2025

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At The Wealth District, your privacy is important to us. This Privacy Policy explains how we collect, use, and protect your personal information when you visit our website, use our services, or interact with our content.

We may collect personal details such as your name, email address, phone number, and other contact information when you fill out forms, sign up for services, or communicate with us. We may also collect non-personal data such as IP addresses, browser types, and website usage statistics to help us improve your online experience. If you make a payment for services, your billing information will be processed securely through a trusted third-party payment processor.

The information we collect is used to deliver services, communicate with you, provide updates, send resources, and offer occasional promotions (only with your consent). We use your data responsibly and will never sell, rent, or share your personal information with third parties for marketing purposes.

We take data protection seriously and implement appropriate security measures to protect your information. However, please note that no internet-based system is completely secure. By using our website and services, you accept this risk.

Our website may use cookies or similar tracking tools to improve your browsing experience. You can control or disable cookies through your browser settings at any time.

You have the right to access, update, or request the deletion of your personal information. You may also opt out of receiving marketing emails by clicking the unsubscribe link in any email or by contacting us directly.

Please be aware that our website may include links to third-party sites. We are not responsible for the privacy practices or content of those external websites.

We may update this Privacy Policy occasionally to reflect changes in our practices. Any updates will be posted here with an updated effective date.

If you have questions or concerns about this policy or your personal data, please contact us at 301-221-7065.