Wealthminder Privacy Policy

Effective Date: 1/21/2014

Wealthminder, Inc. (hereinafter "Wealthminder") values the privacy of its users, members, and others who visit and use www.wealthminder.com and its associated products and services (the "Wealthminder Site") (collectively "Users" or individually each a "User"). This statement (the "Privacy Policy") governs information you provide to Wealthminder or that Wealthminder learns from your use of the Wealthminder Site and tells you how Wealthminder may collect, use, and in some instances share this information. BY ACCESSING, BROWSING, OR USING THE WEATHMINDER SITE, YOU ACKNOWLEDGE THAT YOU HAVE RECEIVED, READ, UNDERSTOOD, AND AGREE TO BE BOUND BY THE FOLLOWING PRIVACY POLICY, AND ANY UPDATES. For purposes of compliance with the Gramm-Leach-Bliley Act, 15 U.S.C. 6802 (the "GLB Act"), this Privacy Policy shall serve as both your initial customer relationship and annual "Privacy Notice" as defined under the GLB Act.

If you have questions or complaints regarding our privacy policy or data use practices, please contact Rich Ellinger at [email protected]

The Information Wealthminder Collects

User-Provided Information:

You may provide to Wealthminder what is generally called "personally identifiable" information when you register, such as your name, email address, personal investment preferences, financial profiles and parameters which will impact your product selection.

"Cookies" Information:

When you visit the Wealthminder Site, we may send one or more cookies – a small text file containing a string of alphanumeric characters – to your computer. Wealthminder may use both session cookies and persistent cookies. A persistent cookie remains after you close your browser and may be used by your browser on subsequent visits to the Wealthminder Site. By using these cookies, we can "remember" what you have done on the Wealthminder Site before and personalize our site for you. We link these cookies to personally identifiable information such as a user name, email address or geographical location in order to identify technical issues and track site usage behavior. These persistent types of cookies can be removed, but each web browser is a little different, so please look through your browser "Help" file to learn the correct way to modify your cookies set-up. Please note that disabling cookies may prevent you from accessing some of the functionality and site offerings available via the Wealthminder Site.

"Automatically Collected" Information:

When you visit the Wealthminder Site or open one of our HTML emails, we may record certain information from your web browser by using different types of technology, including but not limited to "clear gifs" or "web beacons". This "automatically collected" information may include your Internet Protocol address ("IP Address"), web browser type, the web pages or sites that you visit just before or just after the Wealthminder Site, the pages you view on our site, and the dates and times that you visit.

Our service providers use persistent cookies to make it easier for you to navigate our site and to help us improve the site experience. The use of cookies by our service providers is not covered by our privacy policy. We do not have access or control over these cookies.

Our Web site may include Widgets, which are interactive mini-programs that run on our site to provide specific services from another company (e.g. displaying privacy and security compliancy and user feedback systems). Personally identifiable information, such as your email address, may be collected through the Widget. Cookies may also be set by the Widget to enable it to function properly. Information collected by this Widget is governed by the privacy policy of the company that created it.

The Way Wealthminder Uses Information

Wealthminder uses the information that it collects to provide to you all of the features and services found on the Wealthminder Site. We may use your email address, without further consent, to market and promote our services to you and for non-marketing or administrative purposes such as notifying you of major site updates.

We may also use your e-mail address to send materials that you request or to which you have subscribed to (e.g. RSS feeds). Out of respect for your privacy, you may choose to stop receiving emails that you have previously subscribed to by following the unsubscribe instructions included in these emails or you can contact us at [email protected].

Wealthminder may use all of the information that it collects from you and our other Users to understand usage trends and preferences, to improve the way the Wealthminder Site works and looks, to improve our marketing and promotional efforts, and to create new features and functionality.

Wealthminder may use automatically collected information and cookies information (as described above) to: (a) remember your information so that you will not have to re-enter it during your visit or the next time you visit the Wealthminder Site; (b) provide advertisements, content, and information; (c) monitor the effectiveness of our marketing campaigns; and (d) monitor aggregate usage metrics such as total number of visitors and pages viewed.

When Wealthminder Discloses Information

Wealthminder may disclose both personally identifiable and aggregate automatically collected information to service providers to process such information on our behalf, as reasonably necessary to provide website hosting, maintenance and security, to offer certain features on the Wealthminder Site, to assist us in improving the way the Wealthminder Site works and looks, and to create new features. Service provider companies are authorized to use your personally identifiable information only as necessary to provide these services to us.

We may share automatically collected and other aggregate non-personally-identifiable information with interested third parties to assist them in understanding the usage patterns for certain content, services, advertisements, promotions, and/or functionality on the Wealthminder Site.

Except as otherwise noted in this Privacy Policy, Wealthminder does not share, rent, trade or sell personally identifiable information of Users with third parties for promotional purposes unless doing so is appropriate to carry out a User's request or it reasonably believes that doing so is legally required such as to comply with a subpoena or is in our interest to protect its property or other legal rights or the rights or property of others, in any case only as permitted by law. We do not share User information with other third-party organizations for their marketing or promotional use without your consent or except as part of a specific program or feature for which you will have the ability to opt-out.

User Profile and Password

If you have set up a User account on the Wealthminder Site (including creation of a user name and password), you have access to your personally identifiable information and you may update, correct, or delete your account information at any time. YOU ARE RESPONSIBLE FOR MAINTAINING THE SECRECY OF YOUR UNIQUE PASSWORD AND ACCOUNT INFORMATION AT ALL TIMES.

You may at any time request a copy of Wealthminder's record of your personally identifiable information, change or delete your personally identifiable information or user preferences, or opt-out of Wealthminder's use of your personally identifiable information by contacting Wealthminder at [email protected].

We will retain your information for as long as your account is active or as needed to provide you services. We will retain and use your information as necessary to comply with our legal obligations, resolve disputes, and enforce our agreements.


We will never knowingly request personally identifiable information from anyone under the age of thirteen (13). No part of the Wealthminder Site is directed to persons under thirteen (13). IF YOU ARE UNDER THIRTEEN (13) YEARS OF AGE, THEN PLEASE DO NOT USE OR ACCESS THE Wealthminder SITE AT ANY TIME OR IN ANY MANNER. Any person who provides their personally identifiable information to Wealthminder through the Wealthminder Site represents that they are thirteen (13) years of age or older.

Links to Other Sites

Our Site includes links to other Web sites whose privacy practices may differ from those of Wealthminder. If you submit personally identifiable information to any of those sites, your information is governed by their privacy policies. We encourage you to carefully read the privacy policy of any Web site you visit.

Our Web site offers publicly accessible blogs or community forums. You should be aware that any information you provide in these areas may be read, collected, and used by others who access them. To request removal of your personally identifiable information from our blog or community forum, contact us at [email protected]. In some cases, we may not be able to remove your personally identifiable information, in which case we will let you know if we are unable to do so and why.


If you choose to use our referral service to tell a friend about our site, we will ask you for your friend’s email address. We will automatically send your friend a one-time email inviting him or her to visit the site. Wealthminder stores this information for the sole purpose of sending this one-time email and tracking the success of our referral program.

Your friend may contact us at [email protected] to request that we remove this information from our database.

Import Contacts

You can import contacts from your email account address book to invite them to become members of our site. We collect the username and password for the email account you wish to import your contacts from and will only use it for that purpose.


Wealthminder accounts are password-protected. We use our reasonable best efforts to protect our users' information. If you have any questions about the security on our Site, please contact us. We follow generally accepted industry standards to protect the personally identifiable information submitted to us, both during transmission and once we receive it. No method of transmission over the Internet or method of electronic storage is 100% secure.

Although we take appropriate measures to safeguard against unauthorized disclosures of information, we cannot assure you that personally identifiable information that we collect will never be disclosed in a manner that is inconsistent with this Privacy Policy.

You hereby acknowledge that we are not responsible for any intercepted information sent via the Internet, and you hereby release us from any and all claims arising out of or related to the use of intercepted information in any unauthorized manner.

Special Note to International Users

The Wealthminder Site is hosted in the United States. If you are a User accessing the Wealthminder Site from the European Union, Asia, or any other region with laws or regulations governing personal data collection, use, and disclosure, that differ from United States laws, please note that you are transferring your personal data to the United States which does not have the same data protection laws as the EU and other regions, and by providing your personal data you consent to:

  • the use of your personal data for the uses identified above in accordance with the Privacy Policy; and
  • the transfer of your personal data to the United States as indicated above.

In the Event of Merger or Sale

If Wealthminder should ever file for bankruptcy or have its assets sold to or merge with another entity, information Wealthminder receives from you through the Wealthminder Site is a Wealthminder asset and may be transferred as permitted by law. In this event, you will be notified via email and/or a prominent notice on our Web site of any change in ownership or uses of your information, as well as any choices you may have regarding your information.

Changes and Updates to this Privacy Policy

We may occasionally update this Privacy Policy. When we do, we will also revise the "Last Updated" section below. Any information that Wealthminder collects from you online is subject only to Wealthminder's most current Privacy Policy in place at the time that such information is collected. We encourage you to periodically review this Privacy Policy to stay informed about how we are protecting the personally identifiable information we collect. Your continued use of the Wealthminder Site constitutes your agreement to this Privacy Policy and any updates.

We reserve the right to modify this privacy statement at any time, so please review it frequently. If we make material changes to this policy, we will notify you here, by email, or by means of a notice on our home page prior to the change becoming effective.

If you have questions, comments, concerns or feedback regarding this Privacy Policy or any other privacy or security concern, please send an e-mail to [email protected].

9th Floor, 1765 Greensboro Station Place,
McLean, VA 22102
Phone: (571) 766-8021
[email protected]