Wealtharq Advisors is committed to protecting your privacy, securing your information, and providing clear terms for how we communicate and do business with you.
Last updated: March 12, 2026
Effective Date: March 12 2026
WealthArq Advisors ("Company", "we", "our", or "us") respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, and safeguard your information when you visit our website, submit information through our forms, or communicate with us.
Information We Collect
We may collect personal information that you voluntarily provide to us when you:
Fill out a form on our website
Schedule a consultation
Contact us by phone, email, or SMS
The information we may collect includes:
Name
Email address
Phone number
Basic insurance qualification information
Any information you voluntarily provide
How We Use Your Information
We may use the information we collect to:
Respond to inquiries and provide requested information
Schedule and confirm appointments
Provide information about insurance products and services
Send appointment reminders and service notifications
Send marketing communications (with your consent)
Improve our website, services, and marketing efforts
SMS Communication
If you provide your phone number and consent to receive text messages, you may receive SMS messages related to:
Appointment confirmations and reminders
Customer service communications
Marketing and promotional messages
Message frequency may vary. Message and data rates may apply. You can reply STOP at any time to opt out or HELP for assistance.
Sharing Your Information
We do not sell or rent your personal information.
We may share information with trusted service providers who assist in operating our business, such as:
CRM platforms
Marketing platforms
Appointment scheduling systems
Insurance carriers when necessary for quotes or applications
These providers are required to maintain the confidentiality of your information.
Data Security
We implement reasonable security measures designed to protect your personal information from unauthorized access, disclosure, alteration, or destruction.
However, no method of electronic transmission or storage is completely secure.
Third-Party Links
Our website may contain links to third-party websites. We are not responsible for the privacy practices of those websites.
Your Rights
You may request to:
Access your personal information
Correct inaccurate information
Request deletion of your information
To make a request, please contact us using the information below.
Contact Information
If you have any questions about this Privacy Policy, you may contact us:
WealthArq Advisors
Phone: 407-974-5101
Email: [email protected]
We may use cookies and similar technologies to understand how visitors use our website, improve performance, and support security. You can manage cookies through your browser settings; however, disabling cookies may impact the functionality of certain features.
We do not sell your personal information. We may share your information only as necessary, including:
We implement technical, administrative, and physical safeguards designed to protect your personal information against unauthorized access, use, or disclosure. While we work hard to protect your information, no method of transmission or storage is completely secure, and we cannot guarantee absolute security.
Depending on where you live, you may have certain rights regarding your personal information, such as the right to access, correct, or delete information we hold about you, or to opt out of certain uses of your information. To exercise these rights, or to update your communication preferences (including SMS/text messaging), contact us at [email protected] or 407-974-5101.
Our website and communications may contain links to third-party websites or services. We are not responsible for the privacy practices or content of those third parties. We encourage you to review their privacy policies before providing personal information.
We may update this Privacy Policy from time to time to reflect changes in our practices, technology, or legal requirements. When we make material changes, we will update the "Last updated" date at the top of this page. Your continued use of our website or services after any changes means you accept the updated policy.
Terms of Service
Effective Date: March 12 2026
These Terms of Service ("Terms") govern your use of the website and services provided by WealthArq Advisors.
By accessing or using our website, you agree to be bound by these Terms.
Use of Website
The content provided on this website is for informational purposes only and should not be considered financial, legal, or tax advice.
WealthArq Advisors provides information related to insurance products and consultation services. Final insurance recommendations and policy terms are determined during the consultation process and through licensed insurance professionals.
Consultation Services
When scheduling a consultation through our website, you agree to provide accurate and truthful information.
Consultations are provided to help individuals understand insurance options and coverage possibilities. Scheduling a consultation does not create a client relationship until services are formally agreed upon.
SMS Communications
By providing your phone number and consenting to SMS communications, you agree to receive text messages from WealthArq Advisors regarding:
Appointment confirmations and reminders
Customer service communications
Marketing messages and updates
Message frequency may vary. Message and data rates may apply. You may reply STOP at any time to opt out or HELP for assistance.
Intellectual Property
All content on this website, including text, graphics, logos, and branding, is the property of WealthArq Advisors and may not be copied, reproduced, or distributed without permission.
Limitation of Liability
WealthArq Advisors is not responsible for any damages resulting from the use of this website or reliance on information provided on the website.
Insurance products and coverage are subject to policy terms, underwriting approval, and carrier guidelines.
Changes to Terms
We reserve the right to modify these Terms at any time. Updates will be posted on this page with the updated effective date.
Contact Information
If you have any questions about these Terms, please contact us:
WealthArq Advisors
Phone: 407-974-5101
Email: [email protected]
Registered business in the United States • Finance & Insurance Services
Phone: 407-974-5101 • Email: [email protected]
This page is intended to provide a clear summary of our Privacy Policy, Terms of Service, and SMS/A2P messaging practices. It does not modify or replace any regulatory disclosures required under applicable law.
© 2026 Wealtharq Advisors LLC. All rights reserved.