Privacy Policy

Last updated: June 23, 2026

WISE Financial Partners ("we," "us," or "our") respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains what information we collect through our website at www.wisefinancialpartners.com (the "Site"), how we use it, and the choices you have.

1. Information We Collect

We collect information in the following ways:

Information you provide: When you subscribe to our newsletter, request a consultation, or contact us, we may collect your name and email address.
Scheduling information: When you book a consultation through our scheduling provider (Calendly), the information you submit is processed by that provider on our behalf.
Automatically collected information: Like most websites, we use analytics tools that automatically collect information such as your IP address, browser type, device, pages visited, and time spent on the Site.

2. How We Use Your Information

To respond to your inquiries and schedule consultations.
To send you newsletters, financial insights, and updates you have requested.
To understand how visitors use the Site and to improve our content and services.
To comply with legal and regulatory obligations.

3. Cookies & Analytics

The Site uses Google Analytics to help us understand visitor behavior. Google Analytics uses cookies and similar technologies. You can control cookies through your browser settings and can opt out of Google Analytics by installing the Google Analytics Opt-out Browser Add-on.

4. How We Share Information

We do not sell your personal information. We may share information with trusted third-party service providers who help us operate the Site and our business, including:

Google (Analytics and email/workspace services)
Calendly (consultation scheduling)

These providers are only permitted to use your information to perform services on our behalf. We may also disclose information if required by law or to protect our legal rights.

5. Your Privacy Rights (California Residents)

Under the California Consumer Privacy Act (CCPA), California residents have the right to know what personal information we collect, to request deletion of their personal information, and to opt out of the sale of personal information (note: we do not sell personal information). To exercise these rights, contact us at wisefinancialpartners@gmail.com. We will not discriminate against you for exercising any of your privacy rights.

6. Data Retention & Security

We retain personal information only as long as necessary to fulfill the purposes described in this policy or as required by law. We use reasonable administrative and technical measures to protect your information; however, no method of transmission over the internet is 100% secure.

7. Children's Privacy

The Site is not intended for individuals under the age of 18, and we do not knowingly collect personal information from children.

8. Changes to This Policy

We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated "Last updated" date.

9. Contact Us

If you have questions about this Privacy Policy, please contact us at wisefinancialpartners@gmail.com.

This Privacy Policy is provided as a general template and should be reviewed by qualified legal counsel to ensure it meets your specific business and jurisdictional requirements.