This Privacy Policy explains how Rosenberg Wealth Management (“Company,” “we,” “us,” or “our”) collects, uses, and shares personal information, including mobile phone numbers, when you use our website, forms, or services.
1. Information We Collect
We collect the following categories of information:
Personal Information: name, email address, mobile phone number, mailing address (if provided)
Form Submissions: information you voluntarily provide through website forms, book downloads, or consultation requests
Communication Data: records of email, phone, and SMS text message communications
Technical Information: IP address, browser type, device type, operating system, referring URLs, and website usage data
Cookies & Tracking Data: collected through cookies and analytics tools
2. How We Use Your Information
We use collected information for the following purposes:
To deliver requested content, including The Fee Killer ebook
To communicate with you via email, phone calls, and SMS text messages
To offer, schedule, confirm, and remind you about consultations or appointments
To respond to inquiries and provide customer support
To operate, maintain, and improve our website and services
To comply with legal, regulatory, and financial services obligations
3. SMS Text Messaging Consent & Use
If you provide your mobile phone number and explicitly opt in via a website form, you consent to receive informational and transactional SMS text messages from Rosenberg Wealth Management.
SMS messages may include, but are not limited to:
Follow-up messages
Appointment outreach
Appointment confirmations
Appointment reminders
Responses to inquiries
SMS consent is optional. You may submit website forms without consenting to receive SMS messages.
Message frequency may vary. Message and data rates may apply.
You may opt out of SMS messages at any time by replying STOP. You may request assistance by replying HELP. SMS consent is not a condition of purchase.
4. Mobile Information Sharing Statement (REQUIRED)
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes.
Mobile information may be shared only with service providers that assist us in delivering SMS messaging services, such as messaging platforms and telecommunications providers.
5. Cookies & Tracking Technologies
We use cookies and similar tracking technologies to analyze website traffic and user behavior. These technologies may include:
Google Analytics
Meta (Facebook) Pixel
Other analytics or performance tools
You may disable cookies through your browser settings; however, some site features may not function properly.
6. Data Security & Handling
We use reasonable administrative, technical, and physical safeguards to protect personal information. However, no method of transmission over the internet is 100% secure.
7. User Rights
You have the right to:
Access or request deletion of your personal information
Opt out of email communications using the unsubscribe link
Opt out of SMS communications by replying STOP
To exercise these rights, contact us using the information below.
8. Data Retention
We retain personal information only as long as necessary to provide requested services, comply with legal obligations, or maintain required business records.
9. External Links
Our website may contain links to third-party websites. We are not responsible for their privacy practices.
10. Updates to This Policy
We may update this Privacy Policy at any time. The effective date at the top of this page reflects the current version.