Privacy Policy
Effective Date: February 6, 2026
Retirement Wealth Advisors, LLC (“Retirement Wealth Advisors,” “RWA,” “we,” “us,” or “our”) is committed to protecting your privacy and safeguarding your personal information. This Privacy Policy explains how we collect, use, disclose, and protect information obtained through our website, communications, and services, in compliance with applicable federal regulations, including SEC Regulation S-P.
Information We Collect
We may collect the following types of information when you visit our website, request information, attend events, or engage with our services:
Personal Information
- Name
- Email address
- Phone number
- Mailing address
- General demographic or retirement-related information voluntarily provided
Technical & Usage Information
- IP address
- Browser type and device information
- Pages viewed and time spent on our website
- Cookies and similar tracking technologies
We do not collect sensitive personal information such as Social Security numbers, investment account numbers, or login credentials through this website unless explicitly provided through a secure and authorized process.
How We Use Your Information
We use collected information for legitimate business and regulatory purposes, including:
- Responding to inquiries and requests
- Delivering educational content, guides, workshops, or event invitations
- Communicating about our services and retirement planning resources
- Improving website functionality and user experience
- Fulfilling legal, regulatory, and compliance obligations
We do not sell, rent, or trade your personal information.
Email Communications
If you provide your email address, you may receive communications such as:
- Educational materials and retirement planning insights
- Event invitations, webinars, or workshops
- Updates related to our services
All email communications are sent in compliance with the CAN-SPAM Act and include a clear option to unsubscribe. You may opt out at any time by clicking the unsubscribe link in any email or by contacting us directly.
SMS/Text Message Communications
If you voluntarily provide your mobile phone number and opt in, you may receive SMS messages related to:
- Appointment confirmations or reminders
- Educational updates or event notifications
- Service-related communications
Message frequency may vary. Message and data rates may apply.
You may opt out of SMS communications at any time by replying STOP to any message. For assistance, reply HELP or contact us using the information below.
SMS communications are delivered in compliance with the Telephone Consumer Protection Act (TCPA) and applicable carrier requirements.
Cookies & Tracking Technologies
Our website may use cookies and similar technologies to:
- Analyze website traffic and usage
- Improve website performance and content relevance
- Support advertising, analytics, and remarketing efforts
You may control or disable cookies through your browser settings. Disabling cookies may limit certain website features.
How We Protect Your Information
We maintain physical, electronic, and procedural safeguards designed to protect personal information from unauthorized access, use, or disclosure. These safeguards are consistent with our obligations under SEC Regulation S-P.
While we take reasonable steps to protect your information, no method of transmission over the internet is entirely secure, and we cannot guarantee absolute security.
Sharing of Information
We may share information only as permitted or required by law, including:
- With service providers who assist in website operations or communications, subject to confidentiality obligations
- To comply with legal, regulatory, or compliance requirements
- To protect our rights, property, or safety
We do not share personal information with unaffiliated third parties for marketing purposes.
Regulatory Disclosure (SEC Regulation S-P)
As a registered investment adviser, Retirement Wealth Advisors, LLC complies with Regulation S-P, which governs the collection, use, and protection of nonpublic personal information. We do not disclose nonpublic personal information about clients or former clients except as permitted by law.
External Links
Our website may contain links to third-party websites. Retirement Wealth Advisors is not responsible for the privacy practices or content of those sites. We encourage you to review the privacy policies of any external websites you visit.
Your Privacy Choices
You may request to:
- Access or update your personal information
- Opt out of email or SMS communications
- Ask questions about our privacy practices
Requests may be submitted using the contact information below.
Changes to This Policy
We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date.
Contact Information
If you have questions about this Privacy Policy or our privacy practices, please contact:
Retirement Wealth Advisors, LLC
📧 Email: [email protected]
📞 Phone: (239) 288-1575
🌐 Website: https://retirementwealthllc.com/
