Privacy Policy

Wealth Expert Point ("we", "our", "us"), operating online at wealthexpertpoint.com, respects your privacy. This policy explains what data we collect through our website, forms, calls and emails, and how we use and protect it.

1. Information We Collect

We collect information you provide directly — such as your name, email address, phone number, service interests and messages sent through our contact, consultation, subscribe and unsubscribe forms. If you request loan, investment, tax or insurance assistance, we may also collect financial details you choose to share (income range, credit goals, existing policies) strictly to prepare your personalised advice.

2. How We Use Your Information

• To respond to enquiries and provide requested financial services and quotes.
• To schedule consultations, send confirmations and follow up on your case.
• To send our newsletter and service updates — only if you subscribe (you can leave anytime via our Unsubscribe page).
• To improve our website, prevent fraud and meet legal and compliance duties.

3. Sharing of Information

We do not sell your personal information. We share data only when needed to serve you — for example with lending, insurance or investment partners you approve for a quote — or when required by law, court order or to protect our rights. All partners are required to keep your data confidential and use it only for your request.

4. Newsletter & Marketing Choices

You can subscribe on our Subscribe page and unsubscribe anytime on our Unsubscribe page or via the link in any newsletter email. Unsubscribe requests are honoured promptly.

5. Data Security

We use SSL encryption, access controls and secure storage practices to protect your information. While no method is fully secure, we regularly review our safeguards and limit data access to trained staff only. Never share passwords or full Social Security numbers over unsecured email — we will always direct you to a secure channel when sensitive documents are needed.

6. Cookies

Our site may use basic cookies to remember form preferences and measure anonymous traffic so we can improve content. You can disable cookies in your browser; the site will still work, though some convenience features may be limited.

7. Your Rights

You may request access, correction or deletion of your personal data, or ask how it has been used, by contacting us below. We respond to verified requests within a reasonable time as required by applicable US law.

8. Contact Us

Wealth Expert Point
Phone: +1 810-736-8490
Email: contact@wealthexpertpoint.com