Privacy Policy

Last Updated: 9/4/2025

Introduction

Wise Roots Financial (“we”, “us”, or “our”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, store, and share personal information when you use our website (https://wiserootsfinancial.com). By using our website, you consent to the practices described in this Policy.

Information We Collect

We may collect the following types of information:

• Personal details (such as name, email address, phone number, mailing address) when you fill out forms, subscribe to updates, or contact us.

• Information about your device and online activity (such as IP address, browser type, page visits) via cookies or analytics.

• Any additional information you provide voluntarily, such as questions or feedback.

How We Use Your Information

We use your personal information to:

• Respond to inquiries and provide services.

• Send updates, newsletters, or marketing communications (if you opt in).

• Improve website performance, analytics, and security.

• Comply with legal requirements and protect our rights.

Cookies and Tracking Technologies

Our website uses cookies to personalize your experience, enable site functionality, and gather analytics for marketing and security purposes. You can set your browser to refuse cookies, but some features may not function as intended. For more information about cookies, see our Cookie Notice.

Sharing of Information

We do not sell or rent your personal information. We may share information with trusted service providers to help operate our website and deliver services, comply with law enforcement or regulatory requests, or protect our rights and users.

Data Security

We employ security measures to safeguard your personal information against unauthorized access, alteration, or loss, including encrypted connections and restricted data access.

Your Rights and Choices

You may contact us to access, correct, or delete your personal information, or to opt out of marketing communications. Arizona residents may have additional rights under state law.

Third-Party Links

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

Children’s Privacy

Our website is not intended for individuals under 13. We do not knowingly collect personal information from children.

Policy Updates

We may update this Privacy Policy from time to time. Revisions will be posted on this page, and the effective date will be indicated above.

Contact Us

If you have any questions or concerns about this Privacy Policy or your data, contact us at info@wiserootsfinancial.com.Write your text here...