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    Resilience Wealth Group

    Privacy Policy

    How Resilience Wealth Group collects, uses, and protects your personal information.

    Legal

    Last updated: September 16, 2026

    This Privacy Policy describes how Resilience Wealth Group ("we," "us," or "our"), collects, uses, and protects personal information you provide through our website at resiliencewealthgroup.com. By using our website or submitting your information, you acknowledge the practices described in this policy.

    1. Information We Collect

    We may collect the following types of personal information:

    • Contact information you voluntarily provide, such as your name, email address, phone number, and mailing address.
    • Financial details you choose to share through forms, questionnaires, or our client intake, such as investable asset ranges, risk preferences, and planning concerns.
    • Personal and financial information provided through our secure forms, which may include Social Security numbers or tax identification numbers, financial account numbers, date of birth, government-issued identification, and similar information needed to prepare account-opening and related documentation. This information is encrypted via AES-256 encryption.
    • Communications you send us, including messages, emails, and chat-widget conversations.
    • Technical and usage data collected automatically, such as browser type, device information, pages visited, and referral sources.

    2. How We Collect Information

    We collect information you provide directly through contact forms, consultation requests, lead forms, scheduling tools, calculators, and our client intake. We also collect certain information automatically through cookies and similar technologies when you visit our website, including browser type, device information, pages visited, and referral sources. We may use analytics tools to understand aggregate website usage. Sensitive personal and financial information — such as Social Security or tax identification numbers, financial account numbers, and government-issued identification — is collected only through approved secure workflows and is never transmitted through the ordinary public forms on this website.

    3. How We Use Information

    We use collected information to:

    • Respond to your inquiries and schedule consultations.
    • Deliver requested materials, reports, and assessment results.
    • Prepare account-opening and related documentation, and otherwise provide and improve our services and client experience.
    • Send communications you have consented to receive, including appointment reminders and, where you have opted in, marketing messages.
    • Comply with legal, regulatory, and compliance obligations.

    4. SMS / Mobile Information Practices

    Where you have voluntarily provided a mobile phone number and affirmatively consented, we may send text (SMS) messages. Marketing SMS is sent only to users who have explicitly opted in using the marketing consent checkbox on our forms. Transactional SMS, such as appointment confirmations and reminders, may be sent when you have requested or initiated the related interaction.

    You may opt out of SMS messages at any time by replying STOP to any message, or by contacting us using the information below. For assistance, reply HELP.

    No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. Information sharing to subcontractors in support services, such as customer service, is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

    5. How We Protect Information

    We implement a variety of security measures when a user enters, submits, or accesses their information to maintain the safety of your personal information. Your personal information is contained behind secured networks and is only accessible by a limited number of persons who have special access rights to such systems, and who are required to keep the information confidential. All sensitive information you supply — including personal and financial information collected through our secure client intake — is encrypted via AES-256 encryption, and data is encrypted both in transit and at rest. Access to sensitive information is restricted to authorized personnel on a least-privilege basis. However, no method of transmission or electronic storage is completely secure, and we cannot guarantee absolute security.

    6. Information Sharing

    We do not sell your personal information. We may share information with service providers and subcontractors who support our business operations — such as customer relationship management, scheduling, email delivery, secure document collection, and website hosting — under appropriate confidentiality obligations, and as required by law or regulation. Securities and advisory services are offered through LPL Financial, and we may share information, including sensitive client intake information, as necessary to open and service your accounts and provide those services. Scheduling and calendar tools, embedded maps, and video hosting providers may receive information necessary to deliver their functions. Mobile/SMS opt-in data and consent are not shared with third parties or affiliates for marketing/promotional purposes.

    7. Data Retention

    We retain personal information only as long as necessary to fulfill the purposes for which it was collected, to comply with legal, regulatory, and books-and-records obligations, and to respond to inquiries. Client intake information is retained to support follow-up conversations and, where applicable, compliance record-keeping. You may request deletion of your information subject to our legal retention obligations.

    8. Your Privacy Rights

    If you are a California resident, the California Consumer Privacy Act (CCPA), as amended by the California Privacy Rights Act (CPRA), may give you rights to know what personal information we collect, request deletion, correct inaccurate information, and opt out of the "sale" or "sharing" of personal information. We do not sell or share your personal information for cross-context behavioral advertising. To exercise any applicable rights, contact us using the information below.

    9. Contact for Privacy Questions

    If you have questions about this Privacy Policy or our privacy practices, please contact us:

    See also our Terms & Conditions.