Privacy Policy

Privacy Policy

WealthVillage is committed to protecting the privacy and security of all individuals who use our site and our products. Our goal is to provide an Internet experience that delivers the information, resources, and services that are most relevant and helpful to you. In order to achieve this goal, we collect information during your visits and in the process of providing products and services to you.

This Privacy Policy is designed to help you learn more about the Personal Information we collect, who we might share it with, and how we protect it.This Privacy Policy is also intended to be compliant with the California Consumer Privacy Act (CCPA), a data privacy law which applies to certain companies that collect information about California residents, and which takes effect January 1, 2020. In October 2019, the California Attorney General published draft regulations to provide further guidance on the CCPA which are expected to be finalized in the next several months. The information and product updates provided here are subject to change based on updated regulations from the California Attorney General.

Note: Additional terms and conditions, if any, regarding the collection and use of your information may also be provided to you before you sign up for a particular WealthVillage service. Privacy policies for those services will be linked from those particular areas or sections of our site.

What Information Do We Collect?

WealthVillage collects “Personal Information” in the following ways: through information provided directly from our users and clients, from information collected through web server logs, through cookies, and from other Internet websites. Personal Information can mean information that identifies, relates to, describes, is reasonably capable of being associated with, or could reasonably be linked, directly or indirectly, with you. Personal Information does not include information that is aggregated, information that cannot be reasonably linked to you, or information that is “publicly available” as defined under the CCPA. WealthVillage does not sell your personal information.

Information Supplied by Our Users and Clients

WealthVillage collects Personal Information, such as your email address, name, home or work address and telephone number. WealthVillage may also collect demographic information, such as your ZIP code, age, gender, financial interests, and professional, business, or employment-related information.

WealthVillage may retain this information indefinitely, or to the extent permissible by law.

Information from Web Server Logs

WealthVillage records and saves information about you from our web server logs such as your Internet [Protocol] (IP) address, the time and day you visited and your browser type.

This information is used to verify our records and to provide better services to you.WealthVillage may retain this information indefinitely, or to the extent permissible by law.

Information from Cookies

In order to offer and provide you with personalized services, WealthVillage’s Website (“Website”) uses certain tags, log files, web beacons, and similar tracking technologies, sometimes from third parties (collectively, "cookies"), to store and help track information about you. A cookie is a piece of data that identifies you as a unique user. Cookies may be shared with our advertising partners as described below in a data restrictive manner designed to comply with CCPA requirements. Otherwise, WealthVillage will not disclose its cookies to third parties except as required by a valid legal process such as a search warrant, subpoena, statute, or court order.

By using WealthVillage’s Website, you agree to the use of cookies for the following purposes:

Consumer Rights Under the CCPA

By using WealthVillage’s Website, you agree to the use of cookies for the following purposes:

To exercise your “right to know” or your “right to request deletion,” click here.

Please note that to protect your information and the integrity of our products, we may need to verify your identity before processing your request. In some cases we may need to collect additional information to verify your identity, such as a government issued ID.

Under the CCPA, you may exercise these rights yourself or you may designate an authorized agent to make these requests on your behalf. We may request that your authorized agent have written permission from you to make requests on your behalf and may need to verify your authorized agent’s identity.

Links to Other Sites

WealthVillage encourages you to review the privacy statements of websites you choose to visit from WealthVillage so that you can understand how those websites collect, use and share your information. WealthVillage is not responsible for the privacy statements or other content on websites outside of the WealthVillage site.

Use or Disclosure of Your Personal Information to Third Parties and Co-Brand Partners

WealthVillage will not willfully disclose any Personal Information to any third party without first receiving your permission, with the exception of vendors or service providers involved in the delivery or execution of WealthVillage products or services. WealthVillage may access and/or disclose your Personal Information if required to do so by law or in the good faith belief that such action is necessary to conform to the edicts of the law or comply with legal process served on WealthVillage, protect and defend the rights or property of WealthVillage or act under exigent circumstances to protect the personal safety of users of WealthVillage or members of the public.

Certain WealthVillage services and content may be co-branded with another company. If you register for or use such services, both WealthVillage and the other company may receive information collected in conjunction with the co-branded services. In such cases, either a joint privacy statement or a link to the other company's privacy statement will be provided, which will provide you with information about how the other company will use the information and how you can contact the other company with requests to access the information or other inquiries.

Content Submitted Or Made Available For Inclusion On The Service

With respect to content you submit or make available for inclusion on publicly accessible areas of the Service, this information will be made public on the internet. "Publicly accessible" areas of the Service are those areas of the WealthVillage network of properties that are intended by WealthVillage to be available to the general public. By way of example, publicly accessible areas of the Service would include the WealthVillage Wealth Manager Directory, WealthVillage Ask a Wealth Manager, wikis, message boards and WealthVillage-developed websites and blogs.

Protecting Your Information

While WealthVillage is committed to protecting your Personal Information, no data transmission over the internet can be guaranteed to be 100% secure. You are solely responsible for maintaining the secrecy of any passwords you set up and/or any account information.

Correcting Inaccuracies

When you sign up for WealthVillage's products and service, we may send you an email confirming your new account. The message will be sent to the address that you supplied to us at the time of sign-up and will describe ways for you to change or delete the account information provided. Remember to keep the confirmation email as it will also contain information that will help you in case you run into problems accessing our services.

We welcome your comments or questions. Send us an email at

All Content on this site is information of a general nature and does not address the circumstances of any particular individual or entity. Nothing in the Site constitutes professional and/or financial advice, nor does any information on the Site constitute a comprehensive or complete statement of the matters discussed or the law relating thereto. Reading information contributed to WV by one of our members or affiliates does not make you a client of that member or affiliate. WV is not a fiduciary by virtue of any person’s use of or access to the Site or Content. You alone assume the sole responsibility of evaluating the merits and risks associated with the use of any information or other Content on the Site before making any decisions based on such information or other Content. In exchange for using the Site, you agree not to hold WV, its affiliates or any third-party service provider liable for any possible claim for damages arising from any decision you make based on information or other Content made available to you through the Site.
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