Privacy Policy

This Privacy Policy explains how Unified Wealth, LLC (“Unified Wealth,” “we,” or “us”) collects, uses, and protects your information when you visit our websites or use our services.

Information We Collect

We collect information you provide as a visitor or member, which may include your name, mailing address, email address, telephone number, billing and payment information, and details related to the services you request.

How We Use Your Information

We use the information we collect to:

• Provide and administer our financial and business services;
• Manage your account and process payments;
• Respond to inquiries and provide customer support;
• Meet our legal, regulatory, and compliance obligations.

How We Share Information

We disclose personal information only to employees, contractors, service providers, and affiliates as needed to deliver our services, or where required by law. We do not sell Personal Information.

SMS Communications

Our messages are limited to operational purposes such as appointment confirmations and account updates. Unified Wealth does not send marketing or promotional SMS messages. You must opt in to receive messages, and you may opt out at any time by replying STOP.

Data Security & Retention

We use industry-standard security measures to protect your information, and we retain it only as long as necessary to provide our services and meet our legal obligations.

Your Choices

You may request access to or correction of your information, and you can opt out of SMS communications at any time by replying STOP.

Contact Us

Questions about this policy? Contact us at support@unifiedws.com or 844-890-6030.
701 Market Street, Suite 110 #1466, St. Louis, MO 63101