Who this policy applies to
This Privacy Policy describes how Rose Wealth LLC (“Rose Wealth,” “we,” “us,”) collects, uses, and safeguards information you provide through our websites, landing pages, forms, webinars, and marketing communications.
Information we collect
We collect information you provide directly, including:
- Name, email address, telephone number, and mailing information you submit through registration and contact forms.
- Meeting scheduling details and any notes you provide about your goals or questions.
- Communications you send us by email, text, or web form.
We also collect limited technical information automatically when you visit our sites, including IP address, device type, browser type, referring URLs, pages viewed, and cookie identifiers used for analytics and advertising measurement.
How we use information
- To respond to your inquiries and confirm event registrations and meetings.
- To provide educational content, class links, reminders, and follow-up materials you have requested.
- To measure the effectiveness of our marketing and improve our websites and content.
- To comply with legal, regulatory, and recordkeeping obligations that apply to a Registered Investment Adviser.
Communications and consent
By providing your telephone number and email address, you authorize Rose Wealth and its representatives to contact you regarding your inquiry by telephone, email, or text message. Consent to receive marketing communications is not a condition of purchasing advisory or insurance services. Message and data rates may apply. Reply STOP to opt out of text messages, or use the unsubscribe link in any marketing email.
How we share information
We do not sell your personal information. We share information only in the following limited circumstances:
- With service providers who help us operate our websites, email, texting, scheduling, video conferencing, and analytics, and who are contractually required to protect your information.
- With Rose Retirement LLC, an affiliated entity, where you have asked to be contacted about insurance planning topics.
- When required by law, regulation, subpoena, or valid governmental request.
Sensitive information
Cookies and analytics
We use cookies and similar technologies to remember preferences, measure site traffic, and evaluate the performance of our advertising. You can control cookies through your browser settings. Disabling cookies may affect site functionality.
Data retention
We retain information for as long as necessary to fulfill the purposes described in this policy and to meet our legal and regulatory obligations. Retention periods vary based on the type of record and applicable requirements.
Your choices
- You may unsubscribe from marketing emails at any time using the link in any email.
- You may opt out of marketing text messages by replying STOP.
- You may request a copy, correction, or deletion of the personal information we hold about you, subject to legal and regulatory recordkeeping requirements.
Security
We maintain reasonable administrative, technical, and physical safeguards designed to protect your information. No system can be guaranteed fully secure, and we cannot guarantee the security of information transmitted over the internet.
Children
Our services are not directed to children under 13, and we do not knowingly collect personal information from children.
Changes to this policy
We may update this Privacy Policy from time to time. When we do, we will revise the “Last updated” date above.
Contact us
Rose Wealth LLC · 305 W. Loop 281, Ste 101, Longview, TX 75605 · (903) 331-0438