Privacy Policy
Last updated: January 15, 2026 · Applies to trustwealthonline.com and all services provided by Wealth Success Place.
Wealth Success Place ("we," "us," "our," or "Wealth Success Place") respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains what we collect, why we collect it, how we protect it, and the rights you have over it. By using our website or services, you agree to the practices described here.
1. Who We Are
Wealth Success Place is a financial planning and wealth management advisory firm founded in 2021, headquartered at 247 Broad St, Milford, Connecticut 06460, USA, serving clients remotely in all 50 states. For any privacy question or request, contact us at info@wealthsuccessplace.com or (702) 990-3033.
2. Information We Collect
We collect information in three ways:
- Information you give us directly: name, email address, phone number, mailing address, preferred appointment date, selected service or plan, and any details you include in booking or contact forms, newsletter sign-ups, or consultations.
- Information collected automatically: IP address, browser type, device type, pages visited, referral source, and general geographic region, collected via server logs and analytics tools when you browse our site.
- Information you give us during onboarding: if you become a client, we collect additional financial information (income, assets, goals, risk tolerance, tax documents) strictly as required to deliver advisory services, governed additionally by our client agreement.
3. How We Use Your Information
- To respond to enquiries and confirm booked consultations.
- To deliver financial planning, advisory and related services you request.
- To send newsletters and market insights — only if you subscribed, and always with a one-click unsubscribe.
- To improve our website, content, and user experience.
- To meet legal, regulatory, and record-keeping obligations applicable to financial advisors.
We never sell your personal information. We do not share, rent, or trade your data with third parties for their own marketing purposes — full stop.
4. Cookies & Analytics
Our website uses essential cookies and privacy-respecting analytics to understand how visitors use the site (e.g., which pages are most helpful). You can disable cookies in your browser settings at any time; the site will continue to function, though some features may be limited.
5. How We Share Information
We share personal information only with: (a) service providers who help us operate (e.g., secure hosting, scheduling and email delivery), each bound by confidentiality obligations; (b) independent custodians you authorize as part of becoming a client; (c) professional advisors or authorities where required by law, subpoena, or to protect our legal rights; and (d) a successor entity in the event of a merger or acquisition, under this same Privacy Policy.
6. Data Security
We use industry-standard safeguards, including 256-bit TLS encryption for data in transit, access controls, and least-privilege practices for employee access. No method of transmission over the Internet is 100% secure, but we continually review and improve our protections and maintain incident-response procedures.
7. Data Retention
Enquiry and newsletter data is retained while active and purged after 24 months of no interaction, unless you ask us to delete it sooner. Client records are retained for the period required by financial-services record-keeping regulations applicable to advisory firms.
8. Your Privacy Rights
Depending on your state of residence — including rights under the Connecticut Data Privacy Act (CTDPA) and the California Consumer Privacy Act (CCPA) — you may have the right to:
- Access the personal information we hold about you.
- Correct inaccurate information.
- Delete your personal information (subject to legal retention requirements).
- Opt out of marketing communications at any time.
- Not be discriminated against for exercising any of these rights.
To exercise any right, email info@wealthsuccessplace.com with the subject line "Privacy Request." We respond within 45 days. Newsletter emails include an unsubscribe link, or you can use our unsubscribe page at any time.
9. Children's Privacy
Our services are intended for adults aged 18 and over. We do not knowingly collect personal information from children under 13. If you believe a child has provided us information, contact us and we will delete it promptly.
10. Third-Party Links
Our website may link to third-party sites (e.g., mapping services). We are not responsible for their privacy practices and encourage you to review their policies before providing any information.
11. Changes to This Policy
We may update this Privacy Policy to reflect changes in our practices or the law. The "Last updated" date at the top will always show the current version, and material changes will be highlighted on this page for 30 days.
12. Contact Us
Wealth Success Place · 247 Broad St, Milford, Connecticut 06460, USA
Phone: (702) 990-3033 · Email: info@wealthsuccessplace.com