At Heritage Wealth Architects (“we,” “us,” or “our”), based in St. Paul, MN, we value your privacy and are committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or engage with our services. Please read this policy carefully. If you do not agree with the terms of this Privacy Policy, please do not access our website or use our services.

1. Information We Collect

A. Personal Information You Provide to Us

We may collect personally identifiable information (“Personal Information”) that you voluntarily provide to us when you:

  • Complete contact forms, subscription forms, or other communications on our website.
  • Register for consultations or financial planning services.
  • Request additional information about our services.

Examples of Personal Information include your name, email address, phone number, mailing address, and any other information you choose to provide.

B. Automatically Collected Information

When you visit our website, we may automatically collect certain information about your device and usage, including:

  • Usage Data: Information about your interactions with our website (e.g., pages viewed, links clicked, and the duration of your visits).
  • Technical Data: Your IP address, browser type, operating system, and other technical details.
  • Cookies and Similar Technologies: We use cookies and similar tracking technologies to enhance your user experience. For more details, please see the “Cookies and Tracking Technologies” section below.

2. How We Use Your Information

We use the information we collect for various purposes, including to:

  • Provide, operate, and maintain our website and services.
  • Improve your experience on our website.
  • Respond to your inquiries and communicate with you.
  • Process transactions and send you related information, including confirmations.
  • Send you updates, newsletters, marketing materials, and other information that may be of interest to you (you can opt out of receiving marketing communications at any time).
  • Monitor and analyze usage and trends to improve our website and services.
  • Comply with legal obligations and protect our rights.

3. How We Share Your Information

We do not sell or rent your Personal Information. However, we may share your information with third parties in the following circumstances:

A. Service Providers

We may share your Personal Information with trusted third-party service providers who perform functions on our behalf (e.g., hosting providers, data analytics, and payment processors). These providers are contractually obligated to keep your information confidential and to use it solely for the purposes for which we disclose it to them.

B. Legal and Regulatory Requirements

We may disclose your Personal Information if required to do so by law or in response to valid requests by public authorities (e.g., a court or government agency).

C. Business Transfersx

In the event of a merger, acquisition, reorganization, or sale of all or a portion of our business or assets, your Personal Information may be transferred as part of that transaction. We will notify you via email and/or a prominent notice on our website of any change in ownership or the uses of your Personal Information, as well as any choices you may have regarding your information.

4. Cookies and Tracking Technologies

We use cookies and similar tracking technologies to enhance your experience on our website. Cookies are small data files stored on your device that help us:

  • Remember your preferences and improve website functionality.
  • Analyze how you use our website and monitor its performance.

You can control or disable cookies through your browser settings; however, please note that some parts of our website may not function properly if you disable cookies.

5. Data Security

We implement reasonable security measures to protect your Personal Information from unauthorized access, alteration, disclosure, or destruction. While we strive to protect your data, no method of transmission over the Internet or electronic storage is 100% secure. Therefore, we cannot guarantee its absolute security.

6. Data Retention

We will retain your Personal Information only for as long as is necessary for the purposes set forth in this Privacy Policy or as required by applicable law. When no longer needed, we will securely delete or anonymize your data.

7. Your Rights and Choices

Depending on your location and applicable laws, you may have certain rights regarding your Personal Information, including the right to:

  • Access, correct, or update your information.
  • Request the deletion or restriction of your Personal Information.
  • Object to or withdraw consent for the processing of your Personal Information.

If you wish to exercise any of these rights or have any questions regarding this Privacy Policy, please contact us using the details provided in the “Contact Us” section below.

8. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or for other operational, legal, or regulatory reasons. We will post the updated Privacy Policy on our website with a revised effective date. We encourage you to review this page periodically to stay informed about our data practices.

9. Contact Us

If you have any questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us at:

Heritage Wealth Architects
1270 Northland Drive, Suite 120 Mendota Heights, MN 55120
Email: [email protected]
Phone: 651.289.6444

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