1) Scope
This Privacy Policy explains how United Success Wealth Management collects, uses, discloses, and safeguards personal information when you visit unitedsuccessllc.com, contact us, subscribe to communications, attend events, or use our services (collectively, the “Services”).
By using the Services, you agree to this Policy. If you do not agree, please do not use the Services.
2) Information We Collect
Information you provide directly (e.g., when you submit a form, book a consultation, or contact us):
- Identifiers: name, email address, phone number.
- Professional details (company, title, goals).
- Financial or project information you choose to share during discovery.
- Preferences and communication choices.
Information collected automatically (via cookies, pixels, and similar technologies):
- Device and usage data (IP address, browser type, pages visited, time on site, referring URLs).
- Approximate geolocation inferred from IP.
- Interactions with forms, links, and ads.
Information from third parties:
- Lead sources, analytics providers, advertising platforms, and publicly available sources.
3) How We Use Information
- Provide, operate, and improve the Services.
- Respond to inquiries and deliver client support.
- Personalize content, communications, and offers.
- Conduct analytics, research, debugging, and security monitoring.
- Market our services (including remarketing/retargeting where permitted by law).
- Comply with legal obligations and enforce terms.
6) Data Retention
We retain personal information for as long as necessary to fulfill the purposes described in this Policy, comply with legal obligations, resolve disputes, and enforce agreements. Retention periods vary by data type and context.
7) Security
We implement reasonable administrative, technical, and physical safeguards designed to protect personal information. However, no method of transmission or storage is completely secure, and we cannot guarantee absolute security.
8) Your Choices
- Marketing emails: Click “unsubscribe” in any email or contact us.
- Cookies/Tracking: Use your browser settings to block or delete cookies. Some browsers support the GPC (Global Privacy Control) signal—where recognized, we treat it as an opt-out of “sharing/targeted advertising” for that browser.
- Access, correction, deletion: See Rights sections below or contact us.
9) US State Privacy Rights (e.g., California, Colorado, Connecticut, Utah, Virginia)
If you are a resident of a state with a comprehensive privacy law, you may have the right to:
- Know/access the categories and specific pieces of personal information we collected about you.
- Delete personal information, subject to exceptions.
- Correct inaccurate information.
- Opt out of the sale or sharing of personal information / targeted advertising.
- Limit the use of certain sensitive personal information (if applicable).
- Not be discriminated against for exercising your rights.
How to exercise: Email us at [email protected] with your request and state of residence. We may verify your identity before fulfilling a request. Authorized agents may submit requests with proof of authorization.
Opt-out of “sharing”/targeted ads: Adjust your cookie settings and/or send the GPC signal in your browser. You may also email us at [email protected] with “Do Not Sell/Share My Personal Information” in the subject line.
10) EEA/UK GDPR Notice
If you are in the European Economic Area or the United Kingdom, our legal bases for processing include: (i) your consent; (ii) performance of a contract or taking steps at your request; (iii) compliance with legal obligations; and (iv) our legitimate interests (e.g., to operate, secure, and improve the Services and market where permitted).
Your rights: access, rectification, erasure, restriction, portability, and objection. Where processing is based on consent, you may withdraw consent at any time (withdrawal does not affect prior processing). You may lodge a complaint with your local supervisory authority.
International transfers: Where we transfer personal data outside the EEA/UK, we rely on appropriate safeguards such as Standard Contractual Clauses.
11) Children’s Privacy
The Services are not directed to children under 13 (or the age specified by applicable law). We do not knowingly collect personal information from children. If you believe a child has provided personal information, please contact us and we will take appropriate steps to delete it.
12) International Users
If you access the Services from outside the United States, you understand that your information may be processed in the United States, where data protection laws may differ from those in your jurisdiction.
13) Do Not Track
Some browsers transmit “Do Not Track” signals. Because there is no industry standard for DNT, we do not respond to these signals. We do, however, honor the Global Privacy Control (GPC) signal as described above for opt-out of sharing/targeted advertising where feasible.
14) Changes to this Policy
We may update this Privacy Policy from time to time. The “Last updated” date reflects the latest revisions. Material changes will be posted on this page and, where required, we will notify you by other means.
15) Contact Us
If you have questions or requests regarding this Policy or our data practices, contact us:
- Website: https://www.unitedsuccessllc.com/
- Email: [email protected]
- Phone: (917) 432-9722