Skip to content

Privacy Policy

Last Updated: April 2, 2023

At HelloWealth, we take your privacy very seriously. This Privacy Policy outlines how we collect, use, disclose, and protect your personal information, in accordance with applicable laws and regulations. By using our website ( and our services, you consent to the collection and use of your personal information in accordance with this policy.

If you have any questions or concerns regarding our Privacy Policy, please contact us at

  1. Information Collection

We collect personal information from you in the following ways:

a. Information you provide: When you register for an account, subscribe to our newsletter, request a consultation, or use our services, we may collect information such as your name, email address, phone number, date of birth, social security number, financial information, and any other information you voluntarily provide.

b. Information from third parties: We may obtain information about you from third-party sources, such as credit bureaus, financial institutions, and public records, to verify your identity and provide our services.

c. Cookies and other tracking technologies: We use cookies and similar technologies to collect information about your use of our website, such as your browsing habits, IP address, and device information.

  1. Use of Your Information

We use your personal information for the following purposes:

a. To provide, maintain, and improve our services.

b. To process transactions and send you related information, including confirmations, invoices, and updates.

c. To personalize and improve your experience on our website.

d. To communicate with you about our services, promotions, and events.

e. To comply with applicable laws, regulations, and legal obligations.

f. To detect, prevent, and address security and technical issues.

g. To conduct research, analysis, and develop new products and services.

  1. Disclosure of Your Information

We may share your personal information with:

a. Service providers that perform services on our behalf, such as payment processors, data analysis, and marketing services.

b. Third-party financial institutions, credit bureaus, and other partners to provide our services.

c. Law enforcement agencies, regulators, or other legal entities when required by law, or to protect our rights, property, or safety, as well as the rights, property, or safety of others.

d. In connection with a merger, acquisition, or sale of assets, we may transfer your personal information to the new entity.

  1. Data Security

We take the security of your personal information seriously and implement appropriate technical and organizational measures to protect it from unauthorized access, disclosure, alteration, or destruction. However, no method of transmission or storage is completely secure, and we cannot guarantee absolute security.

  1. Third-Party Links

Our website may contain links to third-party websites that are not governed by this Privacy Policy. We are not responsible for the privacy practices of these websites, and we encourage you to review their privacy policies before providing any personal information.

  1. Children's Privacy

Our services are not intended for individuals under the age of 18, and we do not knowingly collect personal information from children. If we become aware that we have collected personal information from a child, we will take steps to delete that information as soon as possible.

  1. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or as required by law. We will notify you of any material changes by posting the updated policy on our website and revising the "Last Updated" date at the top of this policy.

  1. Your Rights

You have the right to access, update, or delete your personal information at any time. To exercise these rights, please contact us at

In some cases, we may be unable to accommodate your request due to legal or regulatory requirements, but we will inform you of the reason for the denial.

  1. Data Retention

We will retain your personal information for as long as necessary to fulfill the purposes for which it was collected or as required by law. When your information is no longer needed, we will securely destroy or anonymize it.

  1. International Data Transfers

Your personal information may be transferred to and processed in countries other than the one in which you reside. These countries may have different data protection laws. By using our website and services, you consent to the transfer of your personal information to countries where we or our service providers maintain facilities.

  1. Contact Us

If you have any questions or concerns regarding our Privacy Policy, please contact us at:

HelloWealth Financial Advisory Attn: Privacy Officer Email:

Your continued use of our website and services after any changes to this Privacy Policy constitutes your acceptance of the updated policy. If you do not agree to the changes, please discontinue your use of our website and services.