Privacy Policy

The safety and privacy of your personal information is of utmost importance to WealthBook. We provide this notice to explain our Web site's information collection practices and the choices you may make regarding the use of information we collect from you through our Web site.

Information We Collect

Registration Forms. The Site contains registration forms and other means that require that You submit for personal information, including account names. Providing personal information through these registration forms is completely voluntary on Your part, and by providing such information, You express Your consent that we use Your personal information. Furthermore, You represent and warrant that all information provided by You is complete and accurate. The information You provide will not intentionally be shared with anyone other than members of our company and its affiliated divisions and entities.

Persistent User Data. We may use various types of persistent user data (alphanumeric identifiers that we transfer to Your computer's hard drive), including but not limited to cookies, to track information about visitors to this Site. You may change Your browser settings to refuse cookies.

Log Files. Like most sites, we use log files. Log files collect and include information such as internet protocol addresses, internet service providers, browser types, platform types, date/time stamps and the site that referred You to us, if any. We use this information to analyze trends and administer this Site.

Personal Information. To fulfill your requests for products and services, WealthBook requests certain personally identifiable information, including but not limited to name, postal address, and e-mail address.

Non-Personal Information. We may collect non-personally identifiable information when you access our Web site, such as IP address, browser type, and domain name.

Automatically Collected Personal Information. When you visit our Web site, information you provide to register for our services or transactional information may be collected automatically. We treat this information as personal information if we combine it with or link it to other information that may identify you.

Other Information. We may ask for information from time to time to better understand how we may be of service to you.

Cookies and Similar Technologies. We use session cookies to collect and store anonymous information about your visit to our Web site. A cookie is a text file that contains a unique number and is stored on your computer’s hard drive. You may specify how your browser notifies you of cookie creation by modifying the options in your browser software.

How We Use the Information

The information we collect through our Web site may be used to provide information to clients and prospective clients regarding our products and services.

We may use the information collected through our Web site to satisfy your requests for products and services, and to improve our services to you. Additionally, we may use this information to contact you regarding changes to our Privacy Policy or other policies that may affect you and your use of our Web site, products, and services.

We may use the information collected through this Web site for our general marketing purposes, including but not limited to keeping you informed and notifying you of special offers or upcoming events.

We may store the information we collect through this Web site on our servers in Denver, Colorado.

We may share the information we collect through this Web site with agents or contractors acting on our behalf to communicate with you and to be of better service to you. Such agents and contractors who have access to personally identifiable information are required to protect this information in a manner consistent with this Privacy Policy.

We may disclose personally identifiable information in response to a legal process, such as a court order or a subpoena. We may also disclose such information in response to a law enforcement agency’s request or where we believe it is necessary to investigate, prevent, or take action regarding illegal activities, suspected fraud, situations involving potential threats to the physical safety of a person, violations of our policies, or as otherwise required or permitted by law. Additionally, we may transfer information about you if we are acquired by or merged with another entity.

How You Can Access or Correct Information

To access the information collected about you through this Web site or to correct inaccuracies in your contact information or other information, please contact This e-mail address is being protected from spambots. You need JavaScript enabled to view it or call us at 303-215-9270.

Your Choices

We may use the information collected about you through this Web site to offer you products, services, and for other purposes that may be of interest to you. If you would prefer not to receive future promotional materials from us, you may indicate your preference by updating your preferences at This e-mail address is being protected from spambots. You need JavaScript enabled to view it or by contacting us at 303-215-9270. Electing this preference will not prevent you from receiving important administrative communications from us, such as notifications regarding your account.

Security

Secure communication, collaboration, and storage is fundamental and of utmost importance to WealthBook. With the desire to maintain the highest level of security possible, our approach to data protection addresses the physical, server, network, access, and communication areas of security with highly-trained people, cutting-edge technology, and industry best practices. For more information pertaining to our security practices, please see our Security notice accessible from our Web site.

Changes to This Policy

From time to time we may update this Privacy Policy. We will notify you of any material changes to our Privacy Policy by updating this page. We encourage you periodically to check back to this page to learn what information we collect, how we use it, and with whom we share it. Your continued use of this Web site after any such changes have been posted constitutes your agreement to those changes.

How to Contact Us

If you have any questions about this Privacy Policy, the practices of this Web site, or your dealings with this Web site, please contact us by e-mail, mail, or telephone at the following: