Privacy Policy | WealthAbility®
Section 01

Introduction

WealthAbility, LLC ("WealthAbility®," "we," "us," or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, share, and protect your personal information when you interact with us through our websites, communications, and services.

This policy applies to the following domains:

www.wealth-ability.net event.wealth-ability.net www.wealthability.com www.tomwheelwright.com www.plasoftware.com

By using our websites or services, you agree to the terms of this Privacy Policy.

Section 02

Information We Collect

We may collect the following types of personal information:

  • Full name
  • Email address
  • Phone number (including mobile number)
  • Billing and payment information
  • IP address and browser/device data
  • Responses to forms, surveys, or registrations

We collect this information when you:

  • Sign up for reports, newsletters, or free resources
  • Register for events or webinars
  • Schedule calls or appointments
  • Purchase products or services
  • Submit contact or inquiry forms on any of our websites
Section 03

How We Use Your Information

We use your personal information to:

  • Deliver products, services, and resources you have requested
  • Send transactional messages such as order confirmations, receipts, and appointment reminders
  • Send event-based alerts including webinar access links, schedule updates, and event reminders
  • Send marketing and promotional communications about WealthAbility® services, offers, and programs
  • Respond to your inquiries and provide customer support
  • Comply with legal obligations
  • Improve our websites and services
Section 04

SMS / Text Message Communications

a) How We Collect Your Mobile Number

We collect your mobile phone number only when you voluntarily provide it through our website contact forms, event registration pages, or appointment booking tools hosted on our owned domains.

b) Types of Messages We Send

By providing your mobile number and opting in, you consent to receive the following types of text messages from WealthAbility®:

  • Transactional messages: order confirmations, appointment reminders, account notifications
  • Event-based alerts: webinar reminders, access links, schedule changes, event follow-ups
  • Marketing and promotional messages: special offers, program announcements, and service updates related to WealthAbility®
c) Message Frequency and Rates

Message frequency varies depending on your activity and preferences. Standard message and data rates may apply. WealthAbility® is not responsible for any charges applied by your mobile carrier.

d) Opt-Out

You may opt out of receiving text messages at any time by replying STOP to any message you receive from us. After opting out, you will receive a single confirmation message and no further SMS communications will be sent. To re-subscribe, text START to the same number.

e) Help

For assistance, reply HELP to any message or contact us at:
Phone: 1-888-801-8944
Email: [email protected]

f) Data Sharing — SMS (Strictly Enforced)

Mobile information, including your mobile phone number, SMS opt-in data, and consent records, will not be shared with third parties or affiliates for marketing or promotional purposes. This is a strict policy maintained in compliance with A2P 10DLC regulations. No exceptions apply.

Section 05

How We Share Your Information (General)

We do not sell your personal information. We may share your information in the following limited circumstances:

  • With third-party service providers who assist in operating our business (e.g., payment processors, email platforms, CRM tools), under strict confidentiality obligations
  • To comply with applicable laws, regulations, or legal proceedings
  • To protect the rights, property, or safety of WealthAbility®, our users, or the public

Exception: As stated in Section 4(f) above, SMS opt-in data and mobile information are never shared with third parties or affiliates for any marketing or promotional purpose.

Section 06

Data Storage and Security

We take reasonable technical and organizational measures to protect your personal information from unauthorized access, disclosure, or loss. Please note that some third-party servers storing your data may be located outside the United States.

Section 07

Your Rights — Access, Correction, and Deletion

You have the right to:

  • Request access to the personal information we hold about you
  • Request corrections to inaccurate or incomplete information
  • Request deletion of your personal information, subject to legal obligations

To exercise any of these rights, contact us at:

Section 08

Cookies and Tracking

Our websites may use cookies and similar tracking technologies to improve your browsing experience and analyze site traffic. You may adjust your browser settings to refuse cookies, though this may affect certain website functionality.

Section 09

Children's Privacy

Our websites and services are not directed to children under the age of 13. We do not knowingly collect personal information from children. If you believe we have inadvertently collected such information, please contact us immediately.

Section 10

Changes to This Privacy Policy

We may update this Privacy Policy at any time. The most current version will always be available at: https://www.wealth-ability.net/privacy

Continued use of our websites or services after any update constitutes your acceptance of the revised policy.

Section 11

Contact Us

Company
WealthAbility, LLC
Mailing Address
2402 S Rural Rd, Ste 203
Tempe, AZ 85282