Privacy Policy

What we collect

We only hold what you choose to send us. That is normally your name, email address, phone number, the name of your business, and whatever you tell us about it when you get in touch or book an assessment. If you join our email list, we hold the email address you gave us.

How this website works

This site does not run analytics, advertising pixels, or third-party tracking scripts, and it does not build a profile of you. The contact form opens a message in your own email program: your details go to us as an ordinary email, not through a database on this website.

How we use it

• To answer you, and to run the assessment or engagement you asked for.
• To send you the email updates you signed up for, if you signed up.
• To keep the ordinary business records any firm has to keep.

We do not sell your information, rent it, or trade it. We share it only with the service providers we need to run the firm, such as our email and scheduling providers, and only so they can do that work.

Confidentiality

What you tell us about your business stays between us. We do not name a client, or publish anything about their business, without their written permission first.

How long we keep it

For as long as we are working together, and afterwards for as long as we need it for our records or the law requires. You can ask us to delete your information at any time and we will, unless we are required to keep it.

Your choices

You can ask us what we hold about you, ask us to correct it, ask us to delete it, or unsubscribe from our emails at any time. Write to [email protected] and we will take care of it.

Children

This site is for business owners. It is not directed at children and we do not knowingly collect information from anyone under 18.

Changes

If we change how we handle your information, we will update this page and the date at the top of it.

Contact

B Wealth Consulting, Atlanta, GA.
[email protected]
(404) 293-3699