Welcome to WealthExposureIndex.com. Your privacy is important to us — it is, after all, the subject of the work we do. This Privacy Policy explains how we collect, use, protect, and disclose your information when you visit our website, use the Wealth Exposure Index™ and Wealth Exposure Reading™ tools, or interact with our content. By using the Site, you agree to the terms outlined below.
Information We Collect
We may collect the following types of personal and non-personal information:
Information You Provide Through the Wealth Exposure Reading
When you complete the Wealth Exposure Reading, you may voluntarily provide information about your financial situation used to calculate your reading, including:
- Age and tax filing status
- General ranges for your investable assets and annual income
- The proportion of your wealth held in tax-deferred accounts
- Information about account access, visibility, and heirs
- Your name and email address, if you choose to receive your full reading
The figures your reading produces are calculated from the answers you provide and may be stored to generate and deliver that reading to you.
Other Personal Information
When you voluntarily submit information to us — for example, by requesting a briefing, consultation, or strategy session — we may collect your name, email address, phone number, postal address, and any additional financial or personal details you choose to share.
Automatically Collected Information
When you visit our website, we may automatically collect:
- IP address
- Browser type and version
- Pages you visit
- Referring website or source
- Time spent on the Site
- Cookies and similar tracking technologies
How We Use Your Information
We use your information for purposes including:
- Generating and delivering your Wealth Exposure Reading
- Delivering briefings, reports, and strategy call services
- Sending relevant emails and financial-education updates
- Responding to inquiries and support requests
- Improving website performance and user experience
- Conducting analytics and advertising, including retargeting campaigns
- Complying with legal obligations
Sharing Your Information
We do not sell your personal information. However, we may share your information with:
- Trusted third-party service providers (email platforms, analytics providers, advertising platforms, payment processors)
- Legal authorities if required by law or to protect our rights
- Advisors, consultants, or business partners assisting with services you have requested
The Wealth Exposure Index™ is a proprietary diagnostic developed by The Private Wealth Institute™. Information you submit may be shared within The Private Wealth Institute for the purpose of delivering the services you request.
Cookies and Tracking Technologies
We use cookies and similar technologies to:
- Remember your preferences
- Track behavior for analytics and advertising
- Improve page load times and functionality
The specific analytics and tracking services we use on this Site include Google Analytics and Plausible Analytics (for website usage measurement), ActiveCampaign (for email delivery and contact management), and Cloudflare Turnstile (for security and bot protection on our forms). You may disable cookies through your browser settings, but some Site functionality may be affected.
Third-Party Services
Our Site may include links to or integrations with third-party services (for example, video hosting, Google Ads, analytics providers, and payment gateways). These services maintain their own privacy policies, and we encourage you to review them.
Data Security
We use commercially reasonable measures to protect your data from unauthorized access, disclosure, or misuse. However, no system is 100% secure, and we cannot guarantee absolute security.
Email Communications
By submitting your email on our Site, you agree to receive marketing and transactional emails from The Private Wealth Institute. You can unsubscribe at any time by clicking the link in our emails or contacting us directly.
Children's Privacy
Our services are intended for individuals 18 and older. We do not knowingly collect personal information from children under 13. If we discover that we have, we will promptly delete such data.
Your Rights
Depending on your location, you may have the right to:
- Access your personal data
- Request corrections or deletion
- Withdraw consent
- Object to certain uses of your data
To exercise these rights, please contact us at concierge@theprivatewealthinstitute.com.
Changes to This Policy
We may update this Privacy Policy from time to time. Changes will be posted here with a revised "Effective Date." Your continued use of the Site constitutes your acceptance of any changes.
Contact Us
If you have questions about this Privacy Policy or how we handle your data, please reach out:
The Private Wealth Institute
Email: concierge@theprivatewealthinstitute.com
Website: www.wealthexposureindex.com