This Privacy Policy describes how Wealth Rise collects, uses, and protects your personal information when you visit plan.wealthrise.com or interact with our services.
Last updated: April 10, 2026
Summary: We collect information you provide when you fill out forms on our site. We use it to send you the resources you requested and to schedule your strategy call. We do not sell your personal information. We take your privacy seriously.
We collect information you voluntarily provide to us and information collected automatically when you visit our website. The categories of information we collect include:
We use the information we collect for the following purposes:
We will not sell, rent, or trade your personal information to third parties for their own marketing purposes.
Our website uses the Meta Pixel (formerly Facebook Pixel), a piece of code that allows us to measure the effectiveness of our advertising, build audiences for future ads, and retarget visitors who have shown interest in our services.
We may use Meta's Advanced Matching feature, which sends hashed (encrypted) versions of personal information you provide in our forms (such as your email address or phone number) to Meta. This data is hashed before transmission and is used solely to improve the accuracy of ad attribution and audience matching. Meta processes this data in accordance with their Data Policy.
You can opt out of interest-based advertising from Meta by visiting your Facebook Ad Preferences page. You can also opt out of personalized advertising more broadly through the Digital Advertising Alliance opt-out tool.
We may use your phone number to send SMS text messages including appointment reminders and educational content. Message frequency varies. Msg & Data rates may apply. You can opt out at any time by replying STOP. Your phone number will not be shared with third parties for marketing purposes.
By providing your phone number and submitting a form on our website, you expressly consent to receive SMS text messages from Wealth Rise. Consent is not a condition of receiving any service or product. You may withdraw your consent at any time.
To stop receiving SMS messages from us at any time, reply STOP to any message we send. You will receive a final confirmation message and no further SMS messages will be sent. To resume receiving messages, reply START.
For help or more information, reply HELP to any of our messages or contact us at [email protected] or (866) 440-2374.
Our website uses cookies and similar tracking technologies to enhance your experience, analyze site traffic, and support our advertising efforts. A cookie is a small text file stored on your device when you visit a website.
You can control and delete cookies through your browser settings. Most browsers allow you to refuse cookies or alert you when cookies are being sent. Note that disabling cookies may affect the functionality of our website. For more information on managing cookies, visit allaboutcookies.org.
We use the following third-party services that may collect or process your personal information:
We use GoHighLevel as our customer relationship management (CRM) platform and appointment scheduling system. Information you submit through our forms is stored in GoHighLevel. GoHighLevel's privacy practices are governed by their Privacy Policy.
We use Meta's advertising platform to run ads and track conversions via the Meta Pixel. Meta's data practices are governed by their Privacy Policy.
We use Google Analytics to understand how visitors use our website and Google Ads to run paid advertising campaigns. Google's data practices are governed by their Privacy Policy. You can opt out of Google Analytics tracking by installing the Google Analytics Opt-out Browser Add-on.
We are a partner of Roth Blueprint software (rothblueprint.com), which we use to generate personalized Roth conversion analyses. Information necessary to produce your custom reports may be shared with Roth Blueprint for this purpose.
We use email service providers to send transactional and marketing emails. Your email address and name may be stored with these providers for the purpose of delivering communications you have requested.
We retain your personal information for as long as necessary to fulfill the purposes described in this Privacy Policy, unless a longer retention period is required or permitted by law. Specifically:
When personal information is no longer needed, we securely delete or anonymize it.
Depending on your state of residence, you may have the following rights with respect to your personal information:
If you are a California resident, you have additional rights under the California Consumer Privacy Act (CCPA) and the California Privacy Rights Act (CPRA), including the right to know what personal information is collected, the right to delete personal information, the right to opt out of the sale or sharing of personal information, and the right to non-discrimination for exercising your privacy rights. We do not sell personal information as defined under California law.
To exercise any of the rights described above, please contact us at:
Email: [email protected]
Phone: (866) 440-2374
Mail: Wealth Rise, 6900 E Camelback Rd, Suite 990, Scottsdale, AZ 85251
We will respond to verified requests within 30 days. We may need to verify your identity before processing your request.
Our website and services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If you believe we have inadvertently collected information from a minor, please contact us immediately at [email protected] and we will take steps to delete that information.
We may update this Privacy Policy from time to time to reflect changes in our practices, technology, legal requirements, or other factors. When we make material changes, we will update the "Last updated" date at the top of this page. We encourage you to review this Privacy Policy periodically to stay informed about how we protect your information.
Your continued use of our website after any changes to this Privacy Policy constitutes your acceptance of the updated policy.
If you have any questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us:
By accessing or using plan.wealthrise.com (the "Site") and any services offered by Wealth Rise, you agree to be bound by these Terms of Service. If you do not agree, please do not use the Site.
All content on the Site, including articles, guides, videos, calculators, the Roth Conversion Success Kit, and any downloadable materials, is provided for general educational and informational purposes only. It is not intended as, and should not be relied upon as, personalized investment, tax, legal, or retirement advice. You should consult a qualified financial advisor, licensed tax professional, and/or attorney before making any decisions based on information from this Site.
Visiting the Site, submitting a form, downloading materials, or scheduling a consultation does not by itself create an advisory, fiduciary, or client relationship. An advisory relationship is only established through a separately executed written agreement with a licensed representative of Wealth Rise or its affiliates.
Past performance is not indicative of future results. Any projections, case studies, illustrations, or testimonials shown on the Site are provided for illustrative purposes only and do not guarantee any specific tax savings, investment returns, or financial outcomes. Your actual results will depend on your individual facts and circumstances, tax law changes, market conditions, and many other factors outside our control.
All content on the Site — including text, graphics, logos, images, videos, downloadable guides, and the Roth Conversion Success Kit framework — is the property of Wealth Rise and/or its affiliates and is protected by United States and international copyright and trademark laws. You may not copy, reproduce, distribute, republish, or create derivative works of any content without our prior written permission.
The Site may contain links to third-party websites or resources. We do not endorse and are not responsible for the content, products, services, or privacy practices of any third-party sites. You access third-party sites at your own risk.
To the maximum extent permitted by law, Wealth Rise, its affiliates, officers, employees, and contractors shall not be liable for any indirect, incidental, special, consequential, or punitive damages arising out of or related to your use of the Site or reliance on any content or materials provided through it. Our total cumulative liability to you for any claim arising out of your use of the Site is limited to one hundred U.S. dollars (USD $100).
You agree to indemnify and hold harmless Wealth Rise and its affiliates from any claims, losses, liabilities, damages, costs, and expenses (including reasonable attorneys' fees) arising out of your misuse of the Site, your violation of these Terms, or your violation of any rights of a third party.
These Terms are governed by the laws of the State of South Carolina, without regard to its conflict of law principles. Any dispute arising out of or relating to these Terms or the Site shall be resolved exclusively in the state or federal courts located in Beaufort County, South Carolina.
We reserve the right to update these Terms at any time. When we make changes, we will update the "Last updated" date at the top of this page. Your continued use of the Site after any changes constitutes acceptance of the revised Terms.
Questions about these Terms? Email us at [email protected] or call (866) 440-2374.