Privacy Policy

Effective date: October 23, 2026

Wilhelm Wealth ("we," "us," or "our") respects your privacy. This policy explains what information we collect when you visit our websites, landing pages, or forms, how we use it, and the choices you have.

Information we collect

  • Information you give us: your name, email address, phone number, state of residence, and any answers you provide on our forms or during a consultation.
  • Information collected automatically: basic technical data such as your IP address, browser type, pages visited, and the date and time of your visit. We collect this through cookies, pixels, and similar tools.

How we use your information

  • To respond to your requests and send you the materials you asked for, such as videos or guides
  • To schedule and hold retirement strategy sessions
  • To contact you by phone, text message, and email about our services, with your consent
  • To improve our website, content, and advertising
  • To meet legal and regulatory requirements that apply to licensed insurance professionals

Phone calls and text messages

By submitting a form on our site and agreeing to be contacted, you consent to receive calls and text messages from Wilhelm Wealth, including messages sent using automated technology. Consent is not a condition of any purchase. Message frequency varies. Message and data rates may apply. You can reply STOP at any time to opt out of texts, or HELP for help.

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Text messaging opt-in data and consent will not be shared with any third parties.

How we share information

We do not sell your personal information. We share it only:

  • With service providers who help us run our business, such as website, email, scheduling, and CRM platforms, and only as needed to provide those services
  • With insurance companies, when you choose to apply for a product, as needed to process your application
  • When required by law, regulation, subpoena, or to protect our rights

Cookies and advertising

We use cookies and tracking pixels, including those from platforms such as Meta and Google, to understand how visitors use our site and to show relevant ads. You can block or delete cookies through your browser settings. Some browsers offer a "Do Not Track" setting. Our site does not currently respond to Do Not Track signals.

Your choices

  • Emails: click "unsubscribe" at the bottom of any marketing email.
  • Texts: reply STOP to any message.
  • Calls: ask us to stop calling and we will add you to our internal do-not-call list.
  • Access or deletion: contact us to request a copy of the information we hold about you, or to ask us to correct or delete it. Some records may need to be kept to meet insurance regulations.

How we protect your information

We use reasonable administrative, technical, and physical safeguards to protect your information. No method of transmission over the internet is completely secure, so we cannot guarantee absolute security.

Children's privacy

Our services are not directed to anyone under 18, and we do not knowingly collect information from children.

Changes to this policy

We may update this policy from time to time. When we do, we will post the new version on this page and update the effective date above.

Contact us

Wilhelm Wealth
Naples, Florida
Phone: 714-510-7150
Email: [email protected]