Privacy Policy

Wolfe Health ("we," "us," or "our") is committed to protecting the privacy of our current and prospective clients and website visitors. This Privacy Policy outlines how we collect, use, disclose, and safeguard your personal information. We value the trust you place in us and strive to maintain the confidentiality of your information.  

1. Information We Collect

We may collect the following types of information:

• Personal Identification Information: This includes your name, address, email address, phone number, date of birth, Social Security number (or equivalent), and other identifying information you provide during consultations, account setup, or through our website forms.  

• Financial Information: This includes details about your income, assets, investments, tax information, bank account details, and other financial data necessary to provide our services.
• Website Usage Information: When you visit our website, we may collect information about your IP address, browser type, operating system, referring website, pages you visit, and the dates and times of your visits. We may use cookies and similar tracking technologies to collect this information.  

• Communication Data: Records of your communications with us, including emails, phone calls, and other interactions.

2. How We Use Your Information

We use your personal information for various purposes, including:

• Providing Services: To understand your financial situation, develop personalized financial plans, implement investment strategies, and provide ongoing advice and support.
• Communication: To respond to your inquiries, schedule appointments, and provide you with updates and relevant information about our services and the financial markets.
• Compliance: To comply with legal and regulatory obligations, including record-keeping requirements and anti-money laundering regulations.
• Improving Our Services: To analyze website usage and client interactions to enhance our services, website functionality, and client experience.
• Security: To protect the security and integrity of our systems and your information.

3. How We Share Your Information

We may share your personal information with the following categories of recipients:

• Service Providers: We may engage third-party service providers to assist us in providing our services, such as custodians, broker-dealers, technology providers, and administrative support. These providers are contractually obligated to protect your information.
• ‍Regulatory Authorities: We may disclose your information to regulatory bodies and law enforcement agencies as required by law or legal process.‍
• With Your Consent: We may share your information with other parties with your explicit consent or at your direction.‍
• Business Transfers: In the event of a merger, acquisition, or other business transaction, your information may be transferred to the acquiring entity.  

4. Your Choices and Rights

You may have certain rights regarding your personal information, depending on your jurisdiction. These rights may include the right to:  

• Access: Request access to the personal information we hold about you.
• Correction: Request that we correct any inaccurate or incomplete personal information.   ‍
• Deletion: Request the deletion of your personal information, subject to legal limitations.   ‍
• Objection: Object to the processing of your personal information in certain circumstances.   ‍
• Withdraw Consent: Withdraw your consent to the processing of your personal information where we rely on your consent.  

To exercise these rights, please contact us using the contact information provided below. We will respond to your request in accordance with applicable law.  

5. Data Security

We implement reasonable physical, electronic, and procedural safeguards to protect your personal information from unauthorized access, use, or disclosure. These measures include data encryption, access controls, and regular security assessments. However, no method of data transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security.  

6. Data Retention  

We will retain your personal information for as long as necessary to fulfill the purposes outlined in this Privacy Policy, or for a longer period if required or permitted by law.  

7. Cookies and Tracking Technologies

Our website may use cookies and similar tracking technologies to collect information about your browsing activities. You can manage your cookie preferences through your browser settings.  

8. Links to Other Websites

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of these websites. We encourage you to review the privacy policies of any third-party websites you visit.  

9. Children's Privacy

Our services are not directed to children under the age of [Specify Age, e.g., 18], and we do not knowingly collect personal information from children. If you believe we have inadvertently collected information from a child, please contact us immediately.  

10. Updates to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. We will post any updates on our website and indicate the date of the last revision. We encourage you to review this Privacy Policy periodically.