Privacy Policy
Last Updated: August 2026
Wentworth Wealth Group (“we,” “us,” “our,” or “Company”) is committed to protecting your privacy and ensuring you have a positive experience on our website and in our communications with you. This Privacy Policy explains our information practices, what personal information we collect, how we use it, and with whom we share it.
1. What Personal Information We Collect
We may collect personal information from you in various ways, including:
Contact Information:
Name, email address, phone number, mailing address, and other contact details you provide when filling out forms on our website or contacting us directly.
Financial Information:
Information related to your financial situation, investment goals, risk tolerance, and account details as necessary to provide wealth advisory services.
Communication Preferences:
Your preferences for how we communicate with you, including SMS (text message) consent and frequency preferences.
Device Information:
IP address, browser type, operating system, and other technical information collected automatically when you visit our website.
Website Usage Information:
Pages visited, time spent on pages, links clicked, and other information about how you interact with our website.
SMS Communication Data:
Phone numbers and messages related to SMS communications you elect to receive from us.
2. How We Use Personal Information
We use the personal information we collect for the following purposes:
To provide wealth advisory services and financial advice tailored to your needs.
To process your requests and respond to your inquiries.
To send appointment reminders, account notifications, and service updates.
To send SMS messages you have opted into.
To comply with legal obligations and regulatory requirements.
To improve our website, services, and customer experience.
To prevent fraud and enhance security.
To analyze trends and gather demographic information for business purposes.
To contact you about important updates to our services or policies.
3. SMS Communication and Consent
IMPORTANT: SMS Consent is Not Shared with Third Parties
Your SMS consent and phone number are not shared with third parties or affiliates. We keep your SMS communication preferences and phone number confidential and use them only to send you the messages you have explicitly requested from Wentworth Wealth Group.
If you opt in to receive SMS (text message) communications from us, you consent to receive text messages on your mobile device. These messages may include:
Appointment reminders and confirmations
Account notifications and alerts
Important service updates
Customer service responses
Message frequency may vary depending on your account activity and preferences. Message and data rates may apply based on your mobile carrier’s plan. You can opt out of SMS communications at any time by replying STOP to any message. For assistance, reply HELP or visit www.wentworthwealthgroup.com.
4. Who We Share Personal Information With
We are committed to protecting your personal information and do not sell, trade, or rent your personal information to third parties. However, we may share your information with the following categories of recipients:
Service Providers:
Third-party service providers who assist us in operating our website, conducting our business, and serving you (such as payment processors, email service providers, and website hosting providers). These providers are bound by confidentiality agreements and are prohibited from using your information for any purpose other than providing services to us.
Legal Requirements:
When required by law, court order, or government request, or to protect our legal rights and the safety of our customers and the public.
Business Transfers:
If Wentworth Wealth Group is acquired or merges with another company, your information may be transferred as part of that transaction. You will be notified of any such change and any choices you may have regarding your information.
Your Consent:
When you explicitly authorize us to share your information with third parties for specific purposes.
Important Note on SMS:
We do NOT share your SMS consent status or phone number with third parties or affiliates. This information remains confidential and is used only by Wentworth Wealth Group for the purposes you have explicitly authorized.
5. Data Security
We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. We use industry-standard encryption protocols (SSL) on our website to protect data transmitted over the internet. However, no method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security.
6. Your Rights and Choices
You have the following rights regarding your personal information:
Access: You may request access to the personal information we hold about you.
Correction: You may request that we correct any inaccurate information.
Deletion: You may request deletion of your personal information, subject to legal obligations.
SMS Opt-Out: You may opt out of SMS communications at any time by replying STOP to any text message.
Communication Preferences: You may adjust your communication preferences by contacting us directly.
7. Retention of Information
We retain personal information only for as long as necessary to fulfill the purposes for which it was collected, to comply with legal obligations, or as otherwise permitted by law. The retention period may vary depending on the context of the processing and our legal obligations.
8. Children’s Privacy
Our website and services are not directed to children under the age of 13. We do not knowingly collect personal information from children under 13. If we become aware that we have collected personal information from a child under 13, we will take steps to delete such information promptly.
9. Changes to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our practices or applicable law. We will notify you of material changes by updating the “Last Updated” date at the top of this page and posting the updated policy on our website. Your continued use of our website following the posting of changes constitutes your acceptance of those changes.
10. Contact Us
If you have questions or concerns about this Privacy Policy, our privacy practices, or wish to exercise your rights regarding your personal information, please contact us:
Wentworth Wealth Group
Email: info@wentworthwealthgroup.com
Phone: 616-407-4710
Website: www.wentworthwealthgroup.com
This Privacy Policy is part of our commitment to transparency and your privacy rights. For SMS Terms of Service and additional information, please see our Terms and Conditions.
