Legal

Privacy Policy

Agency for Wealth, Inc. We keep this simple on purpose. We collect only what we need, we do not sell your personal information, and we give you control over your data.

Last updated: September 1, 2025

1. Overview

This Privacy Policy explains how Agency for Wealth, Inc. (“Agency for Wealth,” “we,” “us,” or “our”) collects, uses, and protects your information when you visit agencyforwealth.com (the “Site”), download our free resources, or become a member.

By using the Site, you agree to the practices described in this policy.

2. Information we collect

Information you give us directly. When you download a free guide, contact us, or sign up for a membership, you may provide your email address, and if you become a member, additional details needed to deliver the service and process payment.

Information collected automatically. When you visit the Site, we and our analytics providers may automatically collect standard technical information, including your device type, browser, general location derived from your IP address, pages viewed, and how you arrived at the Site. This is done using cookies and similar technologies.

Information you provide inside the membership. If you become a member, you may share information through lessons, worksheets, coach messaging, and community features. This information is handled according to this policy and the terms you agree to at signup.

We do not knowingly collect information from anyone under the age of 18.

3. How we use your information

We use your information to:

  • Deliver the free resources you request
  • Send you the email you asked to receive, such as your guide
  • Respond to your questions and provide support
  • Provide and improve our membership, coaching, and community
  • Process payments for members
  • Understand how the Site is used so we can make it better
  • Send you updates or offers, where you have agreed to receive them
  • Meet our legal and compliance obligations

4. How we share information

We do not sell your personal information.

We share information only with trusted service providers who help us operate, and only to the extent needed to do so. These include:

  • Email and delivery providers that send the resources and messages you request
  • Analytics providers, such as Google Analytics, that help us understand Site usage
  • Payment processors that handle member billing securely
  • Our membership and community platform that hosts the member experience
  • Hosting providers that operate the Site

We may also disclose information if required by law, to protect our rights, or in connection with a business transfer such as a merger or acquisition.

5. Cookies and analytics

The Site uses cookies and similar technologies to function properly and to measure usage. We use Google Analytics to understand how visitors interact with the Site. Google Analytics may set cookies and collect information as described in Google's own privacy resources.

You can control cookies through your browser settings. Blocking some cookies may affect how the Site works.

6. Your choices and rights

You can:

  • Unsubscribe from marketing emails at any time using the link in any email we send
  • Request access to the personal information we hold about you
  • Request correction of information that is inaccurate
  • Request deletion of your personal information, subject to legal limits

To make any of these requests, email us at hello@agencyforwealth.com. We will respond within the time required by applicable law.

Your California privacy rights

If you are a California resident, the California Consumer Privacy Act, as amended by the California Privacy Rights Act, gives you specific rights, including the right to know what personal information we collect, the right to request deletion, the right to correct inaccurate information, and the right not to be discriminated against for exercising these rights.

We do not sell or share your personal information as those terms are defined under California law. To exercise your rights, contact us at hello@agencyforwealth.com.

7. Data security

We use reasonable technical and organizational measures to protect your information. No method of transmission or storage is completely secure, so we cannot guarantee absolute security, but we work to protect your data and to limit access to it.

8. Data retention

We keep your information only as long as needed to provide our services, comply with our legal obligations, resolve disputes, and enforce our agreements. When information is no longer needed, we take steps to delete or de-identify it.

9. Third-party links

The Site may link to other websites we do not control. This policy does not apply to those sites. We encourage you to review the privacy policies of any site you visit.

10. Changes to this policy

We may update this policy from time to time. When we do, we will change the “Last updated” date above. Significant changes will be communicated through the Site or by email where appropriate.

11. Contact us

If you have any questions about this policy or your information, contact us at:

Agency for Wealth, Inc.
hello@agencyforwealth.com

This policy is governed by the laws of the State of Georgia, United States, without regard to its conflict of laws principles.

Agency for Wealth provides financial education and coaching. We are not financial, investment, tax, or legal advisors.