Privacy Policy
Privacy Policy for Wedemier Financial
Effective Date: May 7, 2026
Welcome to Wedemier Financial. Your privacy is important to us. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, submit forms, schedule consultations, or otherwise interact with our services.
This website is operated by Wedemier Financial, a private wealth strategy and advisory brand focused on advanced wealth structuring strategies for high-income individuals and business owners.
1. Information We Collect
We may collect personal information you voluntarily provide, including:
Full name
Email address
Phone number
Company or business information
Financial or strategic inquiry information
Appointment scheduling details
Information submitted through forms, questionnaires, or applications
We may also automatically collect certain technical information, including:
IP address
Browser type
Device information
Pages visited
Time spent on pages
Referral sources
Cookies and analytics data
2. How We Use Your Information
We use your information to:
Respond to inquiries and applications
Schedule and manage consultations
Provide strategic advisory services
Communicate regarding appointments or requested information
Improve website performance and user experience
Send relevant updates, educational content, or marketing communications
Maintain security and prevent fraud
We may use automation systems, CRM platforms, analytics tools, and communication software to manage client interactions and operations.
3. No Legal, Tax, or Investment Advice
Information provided through this website is for informational and strategic purposes only and should not be construed as legal, tax, accounting, or investment advice.
Wedemier Financial provides strategic wealth coordination and insurance based planning solutions. Legal, tax, accounting, and investment advice are provided by appropriately licensed independent professionals, including attorneys, CPAs, and financial specialists.
4. Sharing of Information
We do not sell your personal information.
We may share information with trusted third-party service providers and professional partners when necessary to:
Operate the website
Schedule meetings
Manage communications
Provide strategic coordination
Facilitate implementation with licensed professionals
These parties are required to maintain confidentiality and use information only for authorized purposes.
We may also disclose information if required by law or to protect our legal rights.
5. Cookies & Tracking Technologies
Our website may use cookies, pixels, and similar technologies to:
Improve functionality
Analyze traffic and behavior
Personalize user experience
Support advertising and retargeting efforts
You may disable cookies through your browser settings, though some site features may not function properly.
6. Email & Marketing Communications
If you provide your contact information, you may receive:
Appointment confirmations
Reminder emails or SMS messages
Strategic insights and educational content
Marketing or promotional communications
You may unsubscribe from marketing communications at any time by using the unsubscribe link in emails or contacting us directly.
7. Data Security
We implement reasonable administrative, technical, and organizational safeguards to help protect your information.
However, no internet transmission or electronic storage system is guaranteed to be completely secure, and we cannot guarantee absolute security.
8. Third-Party Services
This website may use third-party services and platforms, including but not limited to:
CRM systems
Calendar scheduling platforms
Analytics providers
Email and SMS communication services
Embedded media or external links
These third-party services may collect information in accordance with their own privacy policies.
9. Your Rights
Depending on your jurisdiction, you may have rights regarding your personal information, including:
Requesting access to your data
Requesting corrections or deletion
Opting out of marketing communications
Requesting information about data usage
To exercise these rights, contact us using the information below.
10. Children’s Privacy
This website and services are not intended for individuals under the age of 18. We do not knowingly collect personal information from minors.
11. Changes to This Privacy Policy
We may update this Privacy Policy periodically. Changes will be posted on this page with an updated effective date.
Continued use of the website after updates constitutes acceptance of the revised policy.
12. Contact Information
If you have questions regarding this Privacy Policy or your personal information, please contact:
Wedemier Financial
Website: wedemierfinancial.com
Email: [email protected]