This Privacy Policy describes how Wealth Path Goals ("we", "us", "our"), located at 2250 Goss St, Boulder, CO 80302, USA, collects, uses, stores and protects your personal information when you visit our website, use our services or correspond with us. By using this website you agree to the practices described below.
1. Information We Collect
We collect only the information we need to serve you well:
- Contact information you provide through our forms — such as your name, email address, phone number and the service you enquire about.
- Newsletter information — your name and email address when you subscribe, and your email address when you unsubscribe.
- Financial context you voluntarily share during consultations so that we can prepare suitable loan, tax, investment or insurance recommendations.
- Technical information — basic, anonymous usage data such as browser type, pages visited and device category, used solely to improve the website.
2. How We Use Your Information
Your information is used to respond to enquiries, deliver the services you request, administer your newsletter subscription, improve our website and content, and meet our legal and regulatory obligations as a financial services firm. We do not use your personal information for automated decision-making that produces legal effects.
3. Newsletter & Email Communications
When you subscribe via our Subscribe page we store your name and email address to send our monthly newsletter. Every issue includes an easy way to stop; you may also remove your address at any time through our Unsubscribe page or by emailing contact@wealthpathgoals.com. Unsubscribe requests are processed immediately and without condition.
4. Sharing & Disclosure
We never sell, rent or trade your personal information. We share it only with: (a) service providers who process data on our behalf under strict confidentiality agreements (for example email delivery and secure document storage); (b) lenders, insurers or custodians you instruct us to approach on your behalf; and (c) authorities where disclosure is required by law, regulation or court order.
5. Data Security
We protect your information with industry-standard safeguards: encryption in transit, access limited to authorised staff on a need-to-know basis, secure systems, and regular security reviews. No method of transmission over the internet is 100% secure, but we work continuously to keep your data safe.
6. Data Retention
We retain personal information only as long as necessary to provide our services, comply with financial-record regulations, and resolve disputes. Newsletter data is retained until you unsubscribe, after which it is removed from our mailing list without delay.
7. Cookies & Local Storage
This website uses essential cookies and browser local storage to remember your newsletter subscription state and to make our forms function correctly. We do not deploy advertising or cross-site tracking cookies. You may clear local storage at any time from your browser settings; doing so will reset form-related preferences on this device.
8. Your Rights
Depending on your jurisdiction, you may have the right to access, correct, export or delete your personal information, to restrict or object to certain processing, and to withdraw consent at any time. To exercise any of these rights, contact us at contact@wealthpathgoals.com or by post at our Boulder address. We respond to verified requests within 30 days.
9. Children's Privacy
Our website and services are intended for adults. We do not knowingly collect personal information from children under 13. If you believe a child has provided us with personal data, please contact us and we will delete it promptly.
10. Changes to This Policy
We may update this Privacy Policy from time to time to reflect changes in law or our practices. The current version will always be published on this page with its effective date noted below. Continued use of the website after changes constitutes acceptance of the revised policy.
11. Contact Us
Questions about this policy or your data? Reach us at:
- Address: 2250 Goss St, Boulder, CO 80302, USA
- Phone: +1 303-449-0777
- Email: contact@wealthpathgoals.com
Effective date: January 1, 2026 · Last reviewed: September 2026