Last Updated: May 19, 2025
At Wise Wealth Asset Management ("Wise Wealth," "we," "us," or "our"), we respect your privacy and are committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, use our services, or interact with us in any way.
We understand the importance of maintaining the confidentiality of your personal and financial information and are dedicated to maintaining the highest standards of privacy protection. This policy is designed to help you understand our practices regarding your information and how we handle it.
Please read this Privacy Policy carefully. If you do not agree with the terms of this Privacy Policy, please do not access our website or use our services.
We may collect personal information that you voluntarily provide to us when you:
The types of information we may collect include:
When you visit our website or use our online services, we may automatically collect certain information about your device and usage patterns. This information may include:
We use the information we collect for various business and commercial purposes, including:
To establish and manage your account, process transactions, provide financial advice, and deliver the services you request.
To verify your identity, prevent fraud, ensure the security of your account, and comply with legal and regulatory requirements.
To respond to your inquiries, provide customer service, and address any issues or concerns you may have.
To tailor our services to your needs, customize your experience, and provide personalized recommendations and content.
To send you important account information, service updates, and marketing communications about our products and services.
To analyze usage patterns, conduct research, and improve our website, products, and services.
We will only use your personal information for the purposes for which we collected it, unless we reasonably consider that we need to use it for another reason that is compatible with the original purpose. If we need to use your personal information for an unrelated purpose, we will notify you and explain the legal basis which allows us to do so.
We may share your information with third parties in certain circumstances. We do not sell your personal information to third parties.
Service Providers
We may share your information with third-party service providers who perform services on our behalf, such as website hosting, data analysis, payment processing, order fulfillment, customer service, and marketing assistance.
Financial Institutions & Partners
We may share information with financial institutions, custodians, and other partners that are necessary to provide our services and process transactions.
Legal & Regulatory Authorities
We may disclose your information if required to do so by law or in response to valid requests by public authorities (e.g., court orders, subpoenas, or regulatory requests).
Business Transfers
If we are involved in a merger, acquisition, or sale of all or a portion of our assets, your information may be transferred as part of that transaction.
Our website may contain links to third-party websites that are not operated by us. If you click on a third-party link, you will be directed to that third party's site. We strongly advise you to review the Privacy Policy of every site you visit. We have no control over and assume no responsibility for the content, privacy policies, or practices of any third-party sites or services.
We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, accidental loss, alteration, disclosure, or destruction. Our security measures include:
We use industry-standard encryption technologies to protect data transmission and storage.
We restrict access to personal information to employees, contractors, and agents who need to know that information to provide services.
We conduct regular security assessments and monitoring to detect and prevent potential vulnerabilities.
We provide regular privacy and security training to our employees to ensure they understand the importance of protecting your information.
While we strive to use commercially acceptable means to protect your personal information, no method of transmission over the Internet or method of electronic storage is 100% secure. We cannot guarantee absolute security of your information.
We will never ask for sensitive information such as your password or full Social Security Number via email or phone. If you receive any suspicious communications claiming to be from Wise Wealth, please contact us immediately.
Depending on your location, you may have certain rights regarding your personal information. These may include:
Right to Access
You have the right to request information about the personal data we hold about you and how it is processed.
Right to Rectification
You have the right to request correction of any inaccurate or incomplete personal information we hold about you.
Right to Erasure
In certain circumstances, you have the right to request deletion of your personal information.
Right to Restrict Processing
You have the right to request restriction of processing of your personal information in certain circumstances.
Right to Data Portability
You have the right to receive your personal information in a structured, commonly used format and to transmit that data to another controller.
Right to Object
You have the right to object to processing of your personal information in certain circumstances, including for direct marketing purposes.
To exercise any of these rights, please contact us using the information provided in the "Contact Information" section below. We will respond to your request within the timeframe required by applicable law.
If you are a California resident, you may have additional rights under the California Consumer Privacy Act (CCPA) regarding your personal information. Please refer to our California Privacy Notice for more information about these rights and how to exercise them.
To submit a request regarding your personal information, please complete our Data Subject Request Form or contact our Privacy Team:
Submit a RequestWe may update this Privacy Policy from time to time to reflect changes in our practices, technologies, legal requirements, or other factors. We will notify you of any material changes by posting the updated Privacy Policy on this page and updating the "Last Updated" date at the top of this Privacy Policy.
We encourage you to review this Privacy Policy periodically to stay informed about how we collect, use, and protect your information. Your continued use of our website or services after any changes to this Privacy Policy constitutes your acceptance of the revised policy.
If we make significant changes that materially affect how we use your personal information, we will provide additional notice, such as sending you an email notification or displaying a prominent notice on our website.
If you have any questions, concerns, or requests regarding this Privacy Policy or our privacy practices, please contact us at:
