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Privacy Policy

Privacy Policy

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Wealthlynk Inc. Privacy Policy

​Effective Date: March 19, 2024

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Welcome to Wealthlynk Inc. Your privacy and the security of your personal information are of paramount importance to us. This Privacy Policy outlines how we collect, use, protect, and share information about you, including through our SMS communications. By engaging with our services, you agree to the terms outlined in this policy.

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1. Information We Collect

We collect information to provide better services to all our clients. This may include but is not limited to:

  • Personal identification information (Name, email address, phone number, etc.)

  • Financial information (Investment details, income, and financial goals)

  • Usage information (How you interact with our services and communications)

 

2. How We Use Your Information

Your information is used to:

  • Provide, maintain, and improve our services

  • Communicate with you, including sending appointment reminders, updates, and useful financial insights via SMS and other methods

  • Understand your needs and preferences to personalize our offerings

 

3. Sharing Your Information

We do not sell your personal information to third parties. Information may be shared with:

  • Service providers who work on our behalf and have agreed to adhere to the rules set forth in this Privacy Policy

  • Legal and regulatory authorities, upon request, or for the purposes of reporting any actual or suspected breach of applicable law or regulation

 

4. SMS Communication

  • By providing your phone number, you agree to receive SMS messages from Wealthlynk Inc. for appointment reminders, alerts, and marketing messages.

  • Message frequency may vary. Standard message and data rates may apply.

  • You can opt-out of SMS communication at any time by replying STOP to any message.

 

5. Security of Your Information

We implement a variety of security measures to maintain the safety of your personal information. However, no method of transmission over the Internet or method of electronic storage is 100% secure. While we strive to use commercially acceptable means to protect your personal information, we cannot guarantee its absolute security.

 

6. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page. You are advised to review this Privacy Policy periodically for any changes.

 

7. Contact Us

If you have any questions about this Privacy Policy, please contact us at julia.routh@wealthlynk.com.

CONTACT US

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WEALTHLYNK INC.

1615 South Mission Road, Suite A

Fallbrook, CA 92028

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© 2023 Wealthlynk Inc. All rights reserved.

 

 

​Wealthlynk Inc. is a registered investment adviser located in Fallbrook, California. Wealthlynk Inc. may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Wealthlynk Inc. web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Wealthlynk Inc. web site on the Internet should not be construed by any consumer and/or prospective client as Wealthlynk Inc. solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Wealthlynk Inc. with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Wealthlynk Inc., please contact the state securities regulators for those states in which Wealthlynk Inc. maintains a registration filing. A copy of Wealthlynk Inc. current written disclosure statement discussing Wealthlynk Inc. business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Wealthlynk Inc. upon written request. Wealthlynk Inc. does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Wealthlynk Inc. web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

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You should always consult a financial, tax, or legal professional familiar about your unique circumstances before making any financial decisions. This material is intended for educational purposes only. Nothing in this material constitutes a solicitation for the sale or purchase of any securities. Any mentioned rates of return are historical or hypothetical in nature and are not a guarantee of future returns.

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Past performance does not guarantee future performance. Future returns may be lower or higher. Investments involve risk. Investment values will fluctuate with market conditions, and security positions, when sold, may be worth less or more than their original cost.

 

INVESTMENT AND INSURANCE PRODUCTS:

| NOT A DEPOSIT | NOT FDIC INSURED | NOT INSURED BY ANY GOVERNMENT AGENCY | NO BANK GUARANTEE | MAY LOSE VALUE

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