Privacy Policy

Effective Date: May 29, 2026

Wealth Advisors Group (“we,” “our,” or “us”) is committed to protecting the privacy and confidentiality of every individual who visits our website, requests information, or becomes a client of the firm. This policy explains what information we collect, how we use it, and the choices you have.

Information We Collect

• Information you provide: name, email, phone number, and any details you share through forms, consultations, or the account-opening process.
• Financial information: for clients, the personal and financial information necessary to build and maintain your plan.
• Site analytics: standard web data such as IP address, browser type, pages visited, and time on site, used to improve the website experience.

How We Use Your Information

• To respond to your inquiries and schedule consultations.
• To deliver advisory services and meet our legal, regulatory, and contractual obligations.
• To improve our website, communications, and client experience.

Information Sharing

We do not sell client information. We share information only with the third parties necessary to deliver our services (such as our custodian, software providers, and regulators) and only to the extent permitted or required by law.

Security

We maintain physical, electronic, and procedural safeguards designed to protect your personal and financial information. Access is restricted to employees and service providers who need it to perform their roles.

Your Choices

You may request access to, correction of, or deletion of personal information we hold about you, subject to our regulatory record-keeping obligations. To make a request, please contact our office.

Updates to This Policy

We may update this policy from time to time. The “Effective Date” above will always reflect the most recent revision.