Privacy Policy

Your privacy is important to us. This Privacy Policy describes how Unified Wealth, LLC (“Unified Wealth,” “we,” “us,” or “our”) collects, uses, discloses, and safeguards your information when you visit our websites, use our services, or communicate with us, including via SMS.

By accessing or using our websites or services, you agree to the terms of this Privacy Policy.

Privacy Overview

This Privacy Policy explains how Unified Wealth collects, uses, and protects your information and outlines your rights and choices regarding that information.

Personal Information We Collect

Depending on your interaction with us, we may collect Personal Information, including but not limited to:

Name
Mailing address
Email address
Telephone number
Billing and payment information
Account-related or service-related information

The information collected may vary depending on whether you are a website visitor (“Visitors”) or an existing customer or subscriber (“Members”).

How We Use Personal Information

We may use Personal Information to:

Provide and administer our financial and business services
Facilitate account registration and management
Schedule and manage consultations and appointments
Process payments and service requests
Respond to inquiries and customer support requests
Communicate important account, administrative, or service-related updates
Conduct internal analysis, audits, compliance, and fraud prevention
Improve our services and user experience
Comply with legal and regulatory obligations
Enforce our Terms of Use and other agreements

Disclosure of Personal Information

We may disclose Personal Information only as necessary:

To employees, contractors, and service providers assisting with operations
To affiliates or partners involved in providing requested services
In connection with a merger, sale, or transfer of business assets
To comply with legal, regulatory, or law enforcement requirements
For purposes disclosed at the time information is collected

We do not sell Personal Information.

SMS Messaging, TCPA, and 10DLC Compliance

SMS Communications

Unified Wealth, LLC provides financial and business services, including retirement accounts, entity formation, tax services, one-on-one consulting, support services, and written and video content.

SMS messaging is used only for operational and service-related communications, including:

Appointment scheduling, confirmations, and reminders
Account status updates
Responses to inquiries or support requests
Administrative communications with consultants or staff
Notifications related to webinars or live training included in an existing customer’s services

Unified Wealth does not send marketing or promotional SMS messages.

SMS Opt-In

SMS messages are sent only to existing customers who have explicitly opted in.

Customers may opt in by submitting their phone number through our website, including:

By providing a phone number and completing the opt-in process, customers consent to receive SMS messages related to their services with Unified Wealth.

Message Frequency

Message frequency varies based on customer needs and service engagement. Customers may receive messages ranging from multiple messages per day when coordinating active appointments to periodic messages for account updates or service notifications. Message and data rates may apply.

Opt-Out

Customers may opt out of SMS communications at any time by replying STOP or UNSUBSCRIBE to any message. After opting out, no further messages will be sent unless the customer opts back in.

Help

Customers may reply HELP or INFO at any time for assistance. For additional support, customers may contact us at:

Email: support@unifiedws.com
Phone: 844-890-6030

Mobile Information Use

No mobile information will be shared with third parties for marketing or promotional purposes.

Other Information We Collect

We may also collect non-identifying information, including:

Browser type and operating system
IP address and device information
Website usage and interaction data
Cookies and similar tracking technologies

This information is used for analytics, security, and service improvement. If required by law to treat such information as Personal Information, we will apply the same protections.

Data Access, Retention, and Security

Members may access, update, or delete their Personal Information through their account or by contacting us.

We retain Personal Information only as long as necessary to provide services, comply with legal obligations, resolve disputes, and enforce agreements.

We implement industry-standard security measures to protect Personal Information. However, no method of transmission over the internet is completely secure, and users are responsible for safeguarding their account credentials.

Third-Party Websites

This Privacy Policy applies only to our websites and services. We are not responsible for the privacy practices of third-party websites linked from our site. We encourage users to review the privacy policies of any external sites they visit.

Use by Minors

Our services are not intended for individuals under the age of 18. We do not knowingly collect Personal Information from minors.

Do Not Track Signals

We do not respond to browser “Do Not Track” signals and do not track users across third-party websites.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Updates will be reflected in the “Last Updated” date above. Continued use of our websites or services after changes constitutes acceptance of the updated policy.

Contact Us

Unified Wealth, LLC
3395 S. Jones Blvd #515
Las Vegas, NV 89146
📧 Email: support@unifiedws.com
📞 Phone: 844-890-6030

California residents may request information regarding the disclosure of Personal Information for direct marketing purposes by contacting us at support@unifiedws.com.