Privacy Policy

Effective Date: July 2026

Rosenberg Wealth Management ("we," "our," or "us") values your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, store, and protect your information when you visit our website or communicate with our firm.

Information We Collect

We may collect information that you voluntarily provide, including:

Name
Email address
Phone number
Retirement planning inquiries
Any information submitted through contact or appointment forms

We may also automatically collect technical information such as:

IP address
Browser type
Device information
Pages visited
Date and time of your visit
Referral source

How We Use Your Information

Your information may be used to:

Respond to your inquiries.
Schedule consultations.
Provide requested financial education and resources.
Improve our website and client experience.
Communicate regarding our services.
Comply with legal and regulatory obligations.

Cookies & Analytics

Our website may use cookies and similar technologies to improve functionality and analyze website performance. We may use tools such as Google Analytics, Meta Pixel, HubSpot, and similar marketing or analytics platforms to better understand website usage and improve our services.

Information Sharing

We do not sell your personal information. We may share information only with trusted service providers who assist in operating our website, managing client communications, scheduling appointments, marketing, or complying with applicable laws and regulations.

Data Security

We maintain reasonable administrative, technical, and physical safeguards designed to protect your personal information from unauthorized access, disclosure, alteration, or destruction.

Your Choices

You may request to:

Access your personal information.
Correct inaccurate information.
Request deletion of your information where permitted by law.
Opt out of future marketing communications.

Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of external websites.

Children's Privacy

Our services are intended for adults. We do not knowingly collect personal information from children under the age of 13.

Policy Updates

We may update this Privacy Policy from time to time. Any revisions will be posted on this page with an updated effective date.

Contact Us

If you have questions regarding this Privacy Policy or your personal information, please contact us:

Rosenberg Wealth Management
Florida, United States
Phone: 954-882-2510
Email: danny@rosenbergwealthmanagement.com