Privacy Policy

Information you provide. When you contact us, book a consultation, subscribe to updates, register for a webinar, or use our calculators, you may provide your name, email address, phone number, profession or specialty, and any information you choose to include in messages to us.

Information collected automatically. When you visit the Site, we and our analytics providers may automatically collect device and usage data such as your IP address, browser type, pages viewed, referring URLs, and the dates and times of your visits, using cookies and similar technologies.

We use the information we collect to respond to your inquiries and provide the services you request; schedule and conduct consultations; send you newsletters, educational content, and event information you have requested; operate, maintain, and improve the Site; and comply with our legal and regulatory obligations as a financial advisory firm.

We do not sell your personal information. We may share information with trusted service providers who perform functions on our behalf (such as email delivery, analytics, scheduling, and hosting) under obligations of confidentiality; with regulators, law enforcement, or other parties when required by law or to protect our rights; and in connection with a business transaction such as a merger or acquisition, subject to this Policy.

The Site uses cookies and similar technologies to remember your preferences, understand how the Site is used, and improve performance. You can control cookies through your browser settings; disabling them may affect how parts of the Site function.

We maintain reasonable administrative, technical, and physical safeguards designed to protect your personal information. No method of transmission or storage is completely secure, however, and we cannot guarantee absolute security.

The Site may link to third-party websites and client portals (for example, custodians, insurers, and planning tools). We are not responsible for the privacy practices of those third parties, and we encourage you to review their privacy policies.

You may opt out of marketing emails at any time using the unsubscribe link in those messages. Depending on your state of residence, you may have the right to access, correct, or request deletion of your personal information. To exercise these rights, contact us using the details below.

The Site is intended for adults and is not directed to children under 13. We do not knowingly collect personal information from children.

We may update this Privacy Policy from time to time. When we do, we will revise the "Last updated" date above. Your continued use of the Site after changes take effect constitutes acceptance of the updated Policy.

If you have questions about this Privacy Policy or our data practices, contact us at info@attendwealth.com or Attend Wealth, 999 Peachtree St NE, Ste 400, Atlanta, GA 30309.