Privacy Policy

Last Updated: November 2024

Héritage Wealth & Co. ("we," "us," or "our") is committed to protecting your privacy. This Privacy Policy outlines how we collect, use, disclose, and safeguard your information when you visit our website, https://www.heritagewealthco.com, as well as your rights concerning that information. By using our website, you agree to the collection and use of information in accordance with this policy.

1. Information We Collect

We may collect and process the following types of information:

  • Personal Information: This includes data that you voluntarily provide to us, such as your name, email address, and other contact information, typically when you fill out forms, subscribe to our newsletter, or request services.

  • Usage Data: We may automatically collect certain information about your device and how you interact with our website, including your IP address, browser type, pages visited, time spent on pages, and other diagnostic data.

2. How We Use Your Information

We use the information we collect for the following purposes:

  • To provide and improve our services: We may use your data to respond to inquiries, process transactions, and improve our website functionality.

  • To communicate with you: We may send you updates, newsletters, marketing materials, and other information related to our services. You can opt out of receiving marketing communications by following the unsubscribe link in our emails.

  • To comply with legal obligations: We may use or disclose your information when required by law or to protect our rights.

3. How We Share Your Information

We do not sell, trade, or otherwise transfer your personal information to outside parties except in the following circumstances:

  • Service Providers: We may share your information with trusted third parties who assist us in operating our website and conducting our business, subject to agreements that protect your information.

  • Legal Requirements: We may disclose your information if required by law or in response to valid requests by public authorities.

4. Cookies and Tracking Technologies

We use cookies and similar tracking technologies to enhance your experience on our website. Cookies are small data files stored on your device. You may choose to block or delete cookies through your browser settings; however, doing so may impact the functionality of our website.

5. Security

We implement reasonable security measures to protect your personal information. However, please be aware that no transmission over the internet is completely secure, and we cannot guarantee the absolute security of your data.

6. Your Rights

Depending on your location, you may have certain rights regarding your personal information, including the right to access, correct, delete, or restrict our use of your data. If you wish to exercise any of these rights, please contact us at info@heritagewealthco.com.

7. Third-Party Links

Our website may contain links to other sites. We are not responsible for the privacy practices or content of these external sites. We encourage you to read the privacy policies of any site you visit.

8. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new policy on this page with an updated "Last Updated" date.

9. Contact Us

If you have any questions about this Privacy Policy, please contact us at:

Héritage Wealth & Co.
Website: https://www.heritagewealthco.com
Email: info@heritagewealthco.com