Legal
Privacy Policy
Information We Collect
We collect the professional contact information and project context you voluntarily submit through consulting, publishing, speaking, media, partnership, and general inquiry forms, along with newsletter subscription details.
What We Do Not Collect
We do not request net worth, bank balances, credit information, detailed debt information, or health data through this website.
How Information Is Used
Inquiry information is used to review, route, and respond to your request. Newsletter consent is kept separate from inquiry submissions and is used only to deliver The Wealth Architecture™ Brief.
Analytics
We track non-sensitive interaction events such as which calls to action are used. Free text you enter into forms is never sent to analytics tools.
Your Choices
You may unsubscribe from the newsletter at any time, or request access to or deletion of your inquiry record through the contact page.