WealthBridge Financial Group (“WealthBridge,” “we,” “us,” or “our”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, and safeguard the information you provide when using our website, forms, and communication tools.
By using our website or submitting any form, you agree to the practices described below.
1. Information We Collect
We may collect information that you voluntarily provide, including:
Name
Email address
Phone number
City and state
Financial interests or planning topics
Any message or details you submit
Opt-in consent for email and SMS communications
We may also collect non-identifiable usage data such as browser type, IP address, device information, and website behavior to improve site performance and user experience.
2. How We Use Your Information
We use the information you provide to:
Respond to your inquiries or appointment requests
Provide financial education, resources, and planning information
Send communications you have opted in to receive
Maintain internal CRM records and workflows
Improve website functionality and user experience
We may use subcontractors strictly for support services (such as scheduling tools, email platforms, or CRM providers) to help us deliver the services you request. These subcontractors do not receive permission to use your information for any marketing purposes.
3. SMS & Email Opt-In Consent
By submitting your information through any form on our website, you acknowledge and agree that:
You are providing express consent to receive SMS messages, emails, or phone calls from WealthBridge.
You may opt out of SMS at any time by replying STOP.
You may unsubscribe from email at any time through the link provided in each message.
4. Required Mobile Data Disclosure (Mandatory)
No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. Information sharing to subcontractors in support services, such as customer service, is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
Additional required SMS statement:
Text messaging originator opt-in data and consent will not be shared with any third parties, except for aggregators and providers of the text message services.
5. Handling of Personal Information
We do not sell or disclose your personal information for marketing or promotional purposes.
If operational support providers assist us in website, scheduling, form, or CRM functionality, they act only as service tools. They are not permitted to use your information independently.
All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties, excluding aggregators and providers of the Text Message services.
6. Cookies & Tracking
Cookies and tracking tools may be used to enhance website functionality and analyze performance. You may disable cookies through your browser settings at any time.
7. Data Security
We use commercially reasonable measures to protect your information, including encrypted transmission, restricted access, and secure storage practices.
However, no method of online transmission is completely secure, and you acknowledge this inherent risk when using the website.
8. Your Rights
You may request to:
Access the information we store
Update or correct inaccurate information
Request removal of your information
Opt out of marketing communications
You may contact us at any time for these requests:
📩 info@wealthbridgefg.com
9. Children’s Privacy
Our website is not intended for individuals under age 18. We do not knowingly collect information from minors.
10. Policy Updates
We may update this Privacy Policy periodically. A revised “Last Updated” date will reflect any changes.
11. Contact Us
WealthBridge Financial Group
Email: info@wealthbridgefg.com
Website: https://www.wealthbridgefg.com/privacy-policy