Privacy Policy
Effective Date:
03/22/2025
1.Introduction
Wellington Capital Management ("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 data when you visit our website or use our services.
2. Information We Collect
We may collect the following types of personal information:
Contact Information: Name, phone number, email address, mailing address. Financial Information: Basic details related to your financial goals and needs (provided voluntarily).Technical Data: IP address, browser type, and usage data when visiting our website.
3. How We Use Your Information
We use your personal information to:
✔ Provide financial planning, retirement strategies, and investment management services.
✔ Respond to inquiries and schedule consultations.
✔ Improve our website, services, and customer experience.
✔ Send updates, newsletters, and marketing communications (you may opt out at any time).
✔ Comply with legal and regulatory obligations.
4. Information Security
We use industry-standard security measures to protect your personal data from unauthorized access, disclosure, or misuse.
5. Sharing of Information
We do not sell or rent your personal data. We may share information with:
Trusted third-party service providers assisting in business operations. Regulatory authorities when required by law.
6. Your Rights & Choices
You may request access, correction, or deletion of your personal data. You can opt out of marketing emails by clicking the unsubscribe link in our emails.
7. Cookies & Tracking Technologies
We may use cookies to improve user experience and track website performance. You can manage your cookie settings in your browser.
8. Updates to This Policy
We may update this policy periodically. Changes will be posted with the updated effective date.
9. Contact Us
For any questions about this Privacy Policy, please contact us:
Email:
Phone:
346-309-6977
Address:
9595 Six Pines Dr., The Woodlands TX, 77380