Privacy Policy

Prestige Wealth Consulting LLC ("Company," "we," "us," or "our") operates the website book.prestigewealthcm.org and related services (collectively, the "Services"). This Privacy Policy explains what personal information we collect, how we use it, and your choices regarding that information. By using our Services, you agree to the practices described in this policy.

We are committed to protecting your privacy in compliance with applicable federal and state laws, including the Telephone Consumer Protection Act (TCPA), the CAN-SPAM Act, and applicable carrier requirements for A2P 10DLC SMS messaging.

1. Information We Collect

We collect information you provide to us directly, as well as information collected automatically when you use our Services.

Information You Provide

• Contact information — full name, email address, phone number (including mobile number), and mailing address.
• Appointment and booking data — date, time, and type of consultation requested.
• Financial context — general information about your financial goals or credit situation that you share during consultations. We do not collect or store bank account numbers, Social Security numbers, or full credit card numbers through our website.
• Communications — messages, emails, or other correspondence you send to us.
• SMS/Text opt-in — when you provide your mobile number and consent to receive text messages from us, we record that consent, including the date, time, and method of opt-in.

Information Collected Automatically

• IP address, browser type, and operating system.
• Pages visited, time spent on pages, and referring URLs.
• Device identifiers and cookie data (see Section 7).

2. How We Use Your Information

We use the information we collect to:

• Schedule, confirm, and manage your consultations and appointments.
• Communicate with you about your account, inquiries, and Services.
• Send you text messages and emails you have opted in to receive (see Section 3).
• Provide personalized financial guidance and follow-up support.
• Improve our website, Services, and client experience.
• Comply with legal obligations and resolve disputes.
• Detect and prevent fraud or unauthorized activity.

We will not use your personal information for any purpose materially different from those described in this policy without first obtaining your consent.

3. SMS / Text Message Communications

Prestige Wealth Consulting LLC uses automated and manually dialed text messaging (SMS/MMS) through our GoHighLevel (GHL) platform to communicate appointment reminders, follow-ups, and service-related updates to clients who have opted in to receive such communications.

No Third-Party Sharing of SMS Opt-In Data

Mobile opt-in data, phone numbers collected for SMS purposes, and SMS consent records will never be shared, sold, rented, or disclosed to third parties or affiliates for their own marketing or promotional purposes. This data is used solely to deliver the communications you have agreed to receive from Prestige Wealth Consulting LLC.

Supported Carriers

Our SMS program is compatible with most major U.S. carriers. Carrier support may vary. Carriers are not liable for delayed or undelivered messages.

4. How We Share Your Information

We do not sell your personal information. We may share your information only in the following limited circumstances:

• Service providers: We work with trusted third-party vendors who assist in operating our business (e.g., scheduling platforms, CRM tools, email delivery services). These vendors are contractually required to protect your data and may only use it on our behalf.
• Legal compliance: We may disclose information when required by law, subpoena, court order, or other legal process, or when we believe disclosure is necessary to protect our rights or the safety of others.
• Business transfers: In the event of a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction. We will notify you via email or a prominent notice on our website before your information is transferred and becomes subject to a different privacy policy.
• With your consent: We may share information with third parties when you have given us explicit permission to do so.

We do not share, sell, or rent your personal information — including your mobile phone number or SMS opt-in consent — with any third party for marketing or promotional purposes.

5. Data Retention

We retain your personal information for as long as necessary to provide the Services, fulfill the purposes described in this policy, and comply with our legal obligations. When your information is no longer needed, we will securely delete or anonymize it.

SMS opt-in records and consent logs are retained for a minimum of four (4) years to comply with TCPA documentation requirements.

6. Your Rights and Choices

Depending on your location, you may have the following rights regarding your personal information:

• Access: Request a copy of the personal information we hold about you.
• Correction: Request that we correct inaccurate or incomplete information.
• Deletion: Request that we delete your personal information, subject to certain legal exceptions.
• Opt-out of SMS: Reply STOP to any text message at any time (see Section 3).
• Opt-out of email marketing: Click the "Unsubscribe" link in any marketing email we send you.
• Do Not Sell: We do not sell your personal information. No opt-out is required for this.

To exercise any of these rights, contact us at [email protected]. We will respond to your request within 30 days.

7. Cookies and Tracking Technologies

Our website uses cookies and similar technologies to improve functionality and analyze usage. Cookies are small text files stored on your device that help us recognize returning visitors and understand how our Services are used.

You can control cookie preferences through your browser settings. Disabling certain cookies may affect the functionality of our website. We do not respond to browser Do Not Track (DNT) signals at this time.

8. Data Security

We implement reasonable administrative, technical, and physical security measures to protect your personal information from unauthorized access, disclosure, alteration, or destruction. These include encrypted data transmission (SSL/TLS), access controls, and secure hosting environments.

While we take data security seriously, no method of transmission over the internet or electronic storage is 100% secure. We cannot guarantee absolute security of your information. If you believe your information has been compromised, please contact us immediately.

9. Children's Privacy

Our Services are intended for adults aged 18 and older. We do not knowingly collect personal information from children under the age of 13. If we discover that a child under 13 has provided us with personal information, we will delete it promptly. If you believe we have inadvertently collected such information, please contact us at [email protected].

10. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those sites. We encourage you to review the privacy policies of any third-party websites you visit.

11. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, technology, or legal requirements. When we make material changes, we will update the "Last Updated" date at the top of this page and, where appropriate, notify you by email or a notice on our website.

Your continued use of our Services after any changes indicates your acceptance of the updated policy. We encourage you to review this page periodically.

12. Contact Us

If you have any questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us: