Legal & Compliance
This Privacy Policy describes how Wealth Rise collects, uses, and protects your personal information when you visit wealthrise.com or interact with our services.
Last updated: April 10, 2026
Summary:
We collect information you provide when you fill out forms on our site. We use it to send you the resources you requested and to schedule your strategy call. We do not sell your personal information. We take your privacy seriously.
We collect information you voluntarily provide to us and information collected automatically when you visit our website.
Contact Information — Full name, email address, phone number, and state of residence, collected when you fill out our survey or request your Roth Conversion Success Kit.
Financial Information — General financial details you provide in our survey, such as estimated retirement savings range, current retirement account types, and retirement timeline. This information is used solely to determine eligibility for our services and to personalize your strategy call.
When you visit our website, we may automatically collect:
Your Choices Regarding Facebook Advertising
You can opt out of interest-based advertising from Meta by visiting your Facebook Ad Preferences page. You can also opt out of personalized advertising more broadly through the Digital Advertising Alliance opt-out tool.
We may use your phone number to send SMS text messages including appointment reminders and educational content. Message frequency varies. Msg & Data rates may apply. You can opt out at any time by replying STOP. Your phone number will not be shared with third parties for marketing purposes.
By providing your phone number and submitting a form on our website, you expressly consent to receive SMS text messages from Wealth Rise. Consent is not a condition of receiving any service or product. You may withdraw your consent at any time.
We use the following third-party services that may collect or process your data:
We use GoHighLevel to manage our customer relationships, schedule appointments, send emails and SMS messages, and host our website forms. Your contact information and form submissions are stored in GoHighLevel’s secure servers.
We use Google Analytics to understand how visitors use our website. Google Analytics collects anonymous data about your visit, including pages viewed, time on site, and traffic sources. This data is used to improve our website and marketing. You can opt out by installing the Google Analytics Opt-Out Browser Add-on.
See Section 3 for details about Meta Pixel and advertising data collection.
When you book a strategy call, your name, email, and phone number are shared with our scheduling system to create and manage your appointment.
If you proceed to a strategy call, certain information about your financial situation and retirement goals may be shared with Roth Blueprint for this purpose.
We use email service providers to send transactional and marketing emails. Your email address and name may be stored with these providers for the purpose of delivering communications you have requested.
We retain your personal information for as long as necessary to fulfill the purposes described in this Privacy Policy, unless a longer retention period is required or permitted bylaw. Specifically:
When personal information is no longer needed, we will securely delete or anonymize it.
Depending on your location, you may have the following rights regarding your personal information:
If you are a California resident, you have additional rights under the California Consumer Privacy Act (CCPA) and the California Privacy Rights Act (CPRA), including the right to know what personal information is collected, the right to delete personal information, the right to opt out of the sale or sharing of personal information, and the right to non-discrimination for exercising your privacy rights. We do not sell personal information as defined under California law.
To exercise any of the rights described above, please contact us at:
We will respond to verified requests within 30 days. We may need to verify your identity before processing your request.
Our website and services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If you believe we have inadvertently collected information from a minor, please contact us immediately at info@prosperwealthpartners.com and we will take steps to delete that information.
We may update this Privacy Policy from time to time. When we make changes, we will update the “Last updated” date at the top of this page and, if the changes are significant, provide a more prominent notice. Your continued use of our website after any changes constitutes acceptance of the updated Privacy Policy.
If you have questions about this Privacy Policy or our data practices, please contact us:
Legal Agreement
Last updated: April 10, 2026
Welcome to wealthrise.com (the “Site”), operated by Wealth Rise (“we,” “our,” or “us”). By accessing or using this Site, you agree to be bound by these Terms of Service. If you do not agree, please do not use the Site.
All content on the Site, including articles, guides, videos, calculators, the Roth Conversion Success Kit, and any downloadable materials, is provided for general educational and informational purposes only. It is not intended as, and should not be relied upon as, personalized investment, tax, legal, or retirement advice. You should consult a qualified financial advisor, licensed tax professional, and/or attorney before making any decisions based on information from this Site.
Visiting the Site, submitting a form, downloading materials, or scheduling a consultation does not by itself create an advisory, fiduciary, or client relationship. An advisory relationship is only established through a separately executed written agreement with a licensed representative of Wealth Rise or its affiliates.
Past performance is not indicative of future results. Any projections, case studies, illustrations, or examples on this Site are hypothetical and do not represent actual client results. Individual outcomes will vary based on personal financial situations, tax status, market conditions, and other factors.
All content on the Site, including text, graphics, logos, images, videos, and software, is owned by or licensed to Wealth Rise and is protected by copyright, trademark, and other intellectual property laws. You may not reproduce, distribute, modify, or create derivative works from any content without our prior written consent.
Our Site may contain links to third-party websites or services. We are not responsible for the content, privacy practices, or availability of those external sites. Accessing a third-party link is at your own risk.
To the fullest extent permitted by law, Wealth Rise and its affiliates, officers, employees, and agents shall not be liable for any indirect, incidental, special, consequential, or punitive damages arising out of or related to your use of the Site, even if advised of the possibility of such damages.
These Terms shall be governed by and construed in accordance with the laws of the State of South Carolina, without regard to its conflict of law provisions. Any disputes arising from these Terms or the Site shall be resolved exclusively in the state or federal courts located in Beaufort County, South Carolina.
We reserve the right to update these Terms at any time. When we make changes, we will update the “Last updated” date at the top of this page. Your continued use of the Site after any changes constitutes acceptance of the revised Terms.
Questions about these Terms? Email us at info@prosperwealthpartners.com or call (866) 440-2374.