Privacy Policy

Effective Date: March 13, 2026
Last Updated: March 13, 2026

Envision Wealth Partners (“we,” “us,” or “our”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, and safeguard information when you visit our website or communicate with us.

Information We Collect

We may collect the following types of information:

  • Contact information you provide voluntarily, such as your name, email address, and phone number when you fill out our contact form.
  • Messages and inquiries you submit through our website.
  • Usage data collected automatically through Google Analytics, including pages visited, time spent on the site, browser type, and general geographic location. This data is aggregated and anonymous.

How We Use Your Information

We use the information we collect to:

  • Respond to your inquiries and requests
  • Schedule and confirm appointments
  • Send appointment reminders and follow-up communications
  • Improve our website and user experience

We do not sell, rent, or share your personal information with third parties for marketing purposes.

SMS / Text Messaging

If you provide your phone number and consent to receive text messages, we may send you appointment reminders, appointment confirmations, and follow-up communications related to your appointments.

  • Text message opt-in data and consent are not shared with any third parties.
  • Message frequency varies.
  • Message and data rates may apply.
  • To opt out at any time, reply STOP.
  • For help, reply HELP or contact us at info@envisionwealthpartners.com.

Google Analytics

Our website uses Google Analytics to help us understand how visitors use the site. Google Analytics collects anonymous data such as pages viewed, time on site, and traffic sources. This information does not identify you personally. You can opt out of Google Analytics tracking by using the Google Analytics Opt-Out Browser Add-on.

Cookies

Our website may use cookies to support basic site functionality and analytics. You can disable cookies in your browser settings, though some site features may not function properly as a result.

Data Security

We take reasonable precautions to protect your information. However, no method of transmission over the internet is 100% secure, and we cannot guarantee absolute security.

Third-Party Links

Our website may contain links to third-party websites (such as Cetera’s compliance resources). We are not responsible for the privacy practices of those sites and encourage you to review their policies separately.

Children’s Privacy

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

Changes to This Policy

We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated effective date.

Contact Us

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

Envision Wealth Partners
845 S Main Street, Suite 200
Graham, NC 27253
info@envisionwealthpartners.com
336.376.7000