Privacy Policy

This Privacy Policy explains how Roberts Wealth Management (“RWM,” “we,” “us,” or “our”) collects, uses, discloses, and protects information when you visit robertswealth.com, contact us, or use our services.

1) Information We Collect

• Information you provide (e.g., name, email, phone, address, appointment details, messages).
• Automatically collected data (device/browser, IP, pages viewed, referrers, approximate location, interactions via cookies/pixels).
• Third-party sources (marketing partners, analytics, advertising platforms where permitted by law).

2) How We Use Information

• Provide, operate, and improve our website, communications, and services.
• Respond to inquiries; schedule consultations; deliver newsletters or event information.
• Personalize content and measure performance/marketing effectiveness.
• Detect, prevent, and address security or technical issues; comply with legal obligations.

3) Cookies & Tracking

We use first- and third-party cookies and similar technologies for essential functions, analytics, and advertising (including retargeting). Browser settings can block cookies; some features may not function without them.

4) Sharing of Information

• Service providers (hosting, analytics, CRM, email/marketing, scheduling) under confidentiality obligations.
• Advertising & analytics partners to measure and improve campaigns and site usage (per their policies).
• Legal & compliance when required by law or to protect rights, safety, or security.
• Business transfers in connection with mergers, acquisitions, or similar events.

5) Your Choices

• Marketing emails: unsubscribe via link or email [email protected].
• Cookies: manage via your browser; see “Cookies & Tracking.”
• Do Not Track: we currently do not respond to DNT signals.

6) Data Retention

We retain information as needed to provide services, comply with legal obligations, resolve disputes, and enforce agreements.

7) Security

We employ administrative, technical, and physical safeguards designed to protect information. No method is 100% secure.

8) Children’s Privacy

Our website is not directed to children under 13, and we do not knowingly collect personal information from children under 13.

9) State-Specific Rights

Depending on your state, you may have rights to access, correct, delete, or limit certain processing. To exercise a right or appeal a decision, contact [email protected]. We may verify your request as permitted by law.

10) Third-Party Links

Our website may link to third-party sites or services we do not control. Their privacy practices are governed by their own policies.

11) Changes to This Policy

We may update this Policy from time to time. The “Last updated” date reflects the most recent changes.

12) Contact Us

Email: [email protected] • Phone: 866-991-0001
Mail: Roberts Wealth Management, 2555 Marshall Rd, Suite C, Biloxi, MS 39531

Important: Nothing on this site constitutes individualized investment, legal, tax, or accounting advice.