This Privacy Policy describes how Rosenberg Wealth Management (“RWM,” “we,” “us,” or “our”) collects, uses, and protects the personal information of visitors (“you,” “your”) when you visit our website, download The Fee Killer, request information, or schedule a consultation.
1. Information We Collect
When you interact with our website, we may collect:
Personal Identification Information – Name, email address, phone number, and mailing address (if provided)
Consultation Information – Details you share when booking or participating in a Fee Killer Review or strategy session
Payment Information – Processed securely through trusted third-party platforms (we do not store credit card data)
Technical Data – IP address, browser type, device information, and site usage data collected through cookies or analytics tools
2. How We Use Your Information
Rosenberg Wealth Management uses collected data to:
Deliver requested materials, such as The Fee Killer ebook or other educational content
Schedule, confirm, and prepare for your strategy session or consultation
Send follow-up communications, event invitations, and updates about retirement planning topics
Improve our website, marketing, and client experience
Comply with legal, regulatory, or compliance obligations related to financial services
We never sell, rent, or trade your information. Data may be shared with trusted third-party service providers (such as calendar scheduling, email automation, CRM, or analytics platforms) only to fulfill the services you request.
3. Cookies and Tracking Technologies
Our website uses cookies and similar tracking technologies to enhance functionality and measure performance. These tools may include Google Analytics, Meta (Facebook) Pixel, and other marketing integrations that help us understand visitor engagement.
You can adjust your browser settings to decline cookies at any time. Disabling cookies may limit functionality on certain parts of the site.
4. Data Security
We follow industry-standard administrative, technical, and physical safeguards to protect your personal information. However, no online system can be guaranteed 100 % secure. Submitting information through our website is done at your own risk.
5. Your Rights and Choices
You have the right to:
Access, update, or delete your personal information upon request
Opt out of email communications at any time by clicking “unsubscribe” in any email or contacting us directly
Withdraw consent for marketing communications or data processing when applicable
To exercise your rights, contact us using the information below.
6. Data Retention
We retain your personal data only as long as necessary to provide requested services, comply with legal obligations, or maintain business records required under applicable financial regulations.
7. External Links
Our website may contain links to external sites (such as media interviews or educational articles). Rosenberg Wealth Management is not responsible for the content or privacy practices of these websites. We encourage you to review their policies before providing any information.
8. Policy Updates
We may update this Privacy Policy periodically to reflect changes in our business practices or legal requirements. The latest effective date will always be posted at the top of this page.
9. Contact Us
If you have questions, requests, or concerns regarding this Privacy Policy or our data practices, please contact us at: