• Overview

  At Preserve Wealth Group ("PWG", "we", "us", or "our"), your privacy is important to us. This Privacy Policy explains how we collect, use, share, and protect your personal information when you use our website at https://preservewealthgroup.com ("Website"). By using the Website, you agree to the terms of this Privacy Policy.

  PWG is a marketing and referral platform that connects business owners to licensed financial professionals. We do not sell financial products or provide advisory services.

• Why We Collect Personal Information

  • We collect personal information to:

    • Connect users with third-party financial professionals

    • Communicate with you about services, educational resources, and content

    • Provide tailored marketing, service updates, and platform improvements

      • We never sell your information. We share it only as described in this policy, and only with trusted service providers or financial consultants.

• What Information We Collect

  Information you voluntarily provide:

  • Name, phone number, email address

  • Business name and industry

  • Location (City, Province/State, Country)

  • Interest in financial topics or solutions

  Automatically collected information:

  • IP address

  • Browser type and device info

  • Pages visited

  • Referral source (e.g., social media or ad platform)

  We do not collect sensitive financial data such as SSNs, income, tax documents, or banking credentials.

• TCPA & Communication Consent

  By submitting your information, you consent to being contacted by PWG, its representatives, or affiliated consultants by phone, email, and SMS, including using automated systems or prerecorded messages.

  • The contact details you provide are valid and owned by you

  • You may receive charges from your mobile carrier

  • You may opt out at any time by replying "STOP" to SMS or unsubscribing from emails

  We may also record or monitor phone calls for quality and training purposes.

• Cookies and Tracking Technologies

  We use cookies, pixels, and similar technologies to:

  • Remember preferences

  • Deliver ads more relevant to your interests

  • Analyze Website usage and improve performance

  You can disable cookies in your browser settings. Some features may not function properly if you do so.

• How We Use Your Data

  • To match you with financial professionals

  • To deliver educational content and updates

  • For internal reporting and analytics

  • For marketing and retargeting via platforms like Facebook or Google Ads

  • To improve our Website’s usability and features

• Data Sharing & Third Parties

  We may share your data with:

  • Licensed financial consultants (upon request or opt-in)

  • Email/SMS tools (e.g., Mailchimp, Twilio)

  • Web analytics and advertising platforms (e.g., Meta Ads, Google Analytics)

  We do not share SMS opt-in data or consent with third parties for marketing purposes.

• Data Security

  We employ secure socket layer (SSL) encryption, firewalls, and access control to protect your data. However, no method of data transmission is 100% secure. You should also take precautions to safeguard your own data (e.g., not sharing passwords).

• Data Retention & Deletion

  We retain data only as long as necessary for the purposes outlined. You may request data access, corrections, or deletion by emailing us.

• International Users & Canadian Compliance (PIPEDA)

  If you are located in Canada, we comply with PIPEDA. You may:

  • Request to access or delete your data

  • Withdraw consent for future use

  We store Canadian data in compliance with local privacy protections and allow opt-outs at any time.

• Children's Privacy

  We do not knowingly collect personal information from anyone under 13 years of age. If you believe a child has provided data to us, please contact us so we may delete it.

• Your Rights

  • Access the personal data we hold

  • Correct or update your information

  • Request deletion

  • Revoke marketing consent

  • File complaints with privacy regulators

  For EU citizens, we currently do not market or target services to the EU. If this changes, we will update this policy with full GDPR compliance.

• Links to Other Sites

  Our Website may contain links to third-party websites. We are not responsible for the privacy practices or content of those websites. Review their policies separately.

• Changes to This Privacy Policy

  We reserve the right to update this policy at any time. Changes will be reflected with an updated date above. Continued use of the Website constitutes agreement with the current version.

Contact Us at [email protected]

Thank you for trusting Preserve Wealth Group to handle your data responsibly.