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Privacy Policy

WealthWorks LLC

Effective Date: [DATE] | Last Updated: [DATE]

⚠️ DRAFT — Pending Attorney Review

This Privacy Policy applies to wealthworks.us and all related services operated by WealthWorks LLC, a South Carolina limited liability company. Questions? Contact us at legal@wealthworks.us.

1. Introduction

WealthWorks LLC ("WealthWorks," "we," "us," or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website at wealthworks.us (the "Site") or join our waitlist.

Please read this policy carefully. By using the Site or submitting your information, you agree to the practices described in this Privacy Policy. If you do not agree, please do not use the Site.

2. Information We Collect

Information You Provide Directly

When you join our waitlist, we collect:

  • First name and last name — to personalize communications with you
  • Email address — to send you waitlist updates and platform news

We do not currently collect payment information, Social Security numbers, financial account credentials, or any sensitive personal data.

Information Collected Automatically

When you visit our Site, certain information is collected automatically through cookies and similar tracking technologies, including:

  • Device and browser information — browser type, operating system, and device type
  • Usage data — pages visited, time spent on pages, links clicked, and referring URLs
  • IP address — used to estimate your general geographic location
  • Session data — how you navigate and interact with the Site

Analytics and Tracking Tools

We use the following third-party analytics tools to understand how visitors use our Site:

You can opt out of Google Analytics by installing the Google Analytics Opt-Out Browser Add-on at tools.google.com/dlpage/gaoptout.

Email Marketing Platform

When you join our waitlist, your name and email address are transmitted to and stored by Mailchimp (Intuit Inc.), our email marketing platform. Mailchimp allows us to send you waitlist updates and communications. View Mailchimp's Privacy Policy at intuit.com/privacy/statement.

3. How We Use Your Information

Waitlist Communications

  • To confirm your place on the WealthWorks waitlist
  • To send you updates about our platform launch and new features
  • To notify you when access becomes available

Site Improvement

  • To understand how visitors use our Site and improve the user experience
  • To diagnose technical issues and monitor Site performance
  • To analyze traffic patterns and popular content

Legal and Safety

  • To comply with applicable laws and regulations
  • To enforce our Terms of Service
  • To protect the rights, property, and safety of WealthWorks and our users
  • To respond to legal requests or government inquiries if required

With Your Consent

For any other purpose we describe to you at the time of collection, with your permission.

We do not sell your personal information. We do not use your information for automated decision-making or profiling that produces legal or similarly significant effects.

4. Information Sharing and Disclosure

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

Service Providers

We work with trusted third-party companies that help us operate our Site and deliver our services. These providers access your information only to perform services on our behalf and are contractually obligated to protect it:

Affiliate Relationships

We may recommend third-party financial products through affiliate partnerships. If you choose to apply for or purchase a product through these links, you will be directed to that third party's website and their privacy policy will apply. We do not transfer your personal data to affiliate partners.

Legal Requirements

We may disclose your information if required to do so by law or in good faith belief that such action is necessary to:

  • Comply with a legal obligation, court order, or government request
  • Protect and defend the rights or property of WealthWorks
  • Prevent or investigate possible wrongdoing in connection with the Site
  • Protect the personal safety of users or the public

Business Transfers

If WealthWorks is involved in a merger, acquisition, asset sale, or bankruptcy, your information may be transferred as part of that transaction. We will notify you via email and/or a prominent notice on our Site if this occurs, and outline your choices regarding your information at that time.

With Your Consent

We may share your information with third parties when you have given us explicit consent to do so.

5. Your Privacy Rights

Depending on where you live, you may have certain rights regarding your personal information. We are committed to honoring these rights regardless of your location.

Your Rights

  • Right to Access — Request a copy of the personal information we hold about you. We will respond within 45 days.
  • Right to Correct — Request that we correct any inaccurate or incomplete information we hold about you.
  • Right to Delete — Request deletion of your personal information. We will delete within 30 days of a verified request, unless retention is legally required.
  • Right to Opt-Out — Unsubscribe from marketing emails at any time via the unsubscribe link or by contacting legal@wealthworks.us.
  • Right to Portability — Request a copy of your data in a commonly used, machine-readable format.
  • Right to Non-Discrimination — We will not discriminate against you for exercising any privacy right.

California Residents (CCPA)

If you are a California resident, you have additional rights under the California Consumer Privacy Act (CCPA):

  • Right to Know — You may request disclosure of the categories and specific pieces of personal information we have collected, our sources, our business purpose, and third parties with whom we share it.
  • Right to Delete — You may request deletion of personal information we have collected from you, subject to certain exceptions.
  • Right to Opt-Out of Sale — We do not sell your personal information. However, you may contact us at any time to confirm this.

To exercise your California rights, contact us at legal@wealthworks.us. We will respond within 45 days.

EU and UK Residents (GDPR)

If you are located in the European Union or United Kingdom, you have rights under the General Data Protection Regulation (GDPR):

  • Lawful Basis for Processing — We process your personal information based on your consent (joining our waitlist) and our legitimate interests (improving our Site).
  • Right to Withdraw Consent — You may withdraw your consent at any time by contacting us or unsubscribing. Withdrawal does not affect the lawfulness of processing before withdrawal.
  • Right to Lodge a Complaint — You have the right to lodge a complaint with your local data protection authority.

How to Submit a Request

To exercise any of the rights above, contact us at:

  • Email: legal@wealthworks.us
  • Subject line: Privacy Request — [Your Right]
  • Include: Your full name and email address used to sign up

We will verify your identity before processing your request and respond within 45 days.

6. Data Retention & Security

How Long We Keep Your Information

We retain your personal information only as long as necessary to fulfill the purposes outlined in this Privacy Policy or as required by law.

  • Waitlist information (name, email) — Until you unsubscribe or request deletion, or 2 years from collection — whichever comes first
  • Analytics data — Per each provider's standard policy (typically 14–26 months)
  • Legal/compliance records — 7 years as required by law

When your data reaches the end of its retention period or you request deletion, we will permanently delete or anonymize your information within 30 days.

How We Protect Your Information

  • Encryption — All data transmitted between your browser and our Site is encrypted using HTTPS/TLS. Data stored in Firebase is encrypted at rest by default.
  • Access Controls — Access to personal data is limited to authorized personnel only. We use Firebase Authentication to manage access controls.
  • Third-Party Security — Our service providers (Firebase, Vercel, Mailchimp) maintain industry-standard security programs. Firebase is operated by Google and benefits from Google's enterprise-grade security infrastructure.
  • Ongoing Practices — We regularly review our data collection and storage practices and keep software dependencies up to date.

Data Breach Notification

In the event of a data breach that affects your personal information, we will:

  • Notify affected users via email within 72 hours of becoming aware of the breach
  • Describe the nature of the breach and what information was affected
  • Outline the steps we are taking to address the breach
  • Provide guidance on steps you can take to protect yourself

Important Limitations

While we implement reasonable security measures, 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 interaction with us is no longer secure, contact us immediately at legal@wealthworks.us.

7. Cookies and Tracking Technologies

What Are Cookies?

Cookies are small text files placed on your device when you visit a website. They help websites remember your preferences, understand how you use the site, and deliver a better experience.

How We Use Cookies

  • Essential — Required for the Site to function properly (session management, security)
  • Analytics — Help us understand how visitors use our Site (Google Analytics, PostHog, Vercel Analytics)
  • Marketing — Track email campaign performance and conversions (Mailchimp)

Your Cookie Choices

  • Browser settings — Most browsers allow you to block or delete cookies. Note that blocking essential cookies may affect Site functionality.
  • Google Analytics opt-out — Install the Google Analytics Opt-Out Browser Add-on at tools.google.com/dlpage/gaoptout.
  • PostHog opt-out — You may opt out of PostHog tracking by contacting legal@wealthworks.us.
  • Do Not Track — Our Site currently does not respond differently to Do Not Track signals, though we respect your other opt-out choices described above.

For a full breakdown of the specific cookies we use, their duration, and how to manage them, please see our Cookie Policy at wealthworks.us/cookies.

8. Children's Privacy

WealthWorks is intended for users who are 18 years of age or older. We do not knowingly collect personal information from anyone under the age of 18.

If you are a parent or guardian and believe your child has provided us with personal information, please contact us immediately at legal@wealthworks.us. We will promptly delete any such information from our records upon verification.

If we discover we have inadvertently collected information from a minor, we will delete it within 30 days of discovery.

9. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, technology, legal requirements, or other factors.

When we make changes, we will:

  • Update the "Last Updated" date at the top of this policy
  • Notify you via email at the address you provided if the changes are material
  • Post the updated policy on our Site at wealthworks.us/privacy

Your continued use of the Site after the effective date of any changes constitutes your acceptance of the updated policy. If you do not agree with the changes, you may request deletion of your information by contacting legal@wealthworks.us.

10. Contact Us

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

WealthWorks LLC
Email: legal@wealthworks.us
Website: wealthworks.us
Mailing Address: South Carolina, USA

For privacy-specific requests (access, deletion, correction), use the subject line "Privacy Request" and include your full name and the email address associated with your waitlist signup. We will respond within 45 days.

— End of Privacy Policy —