What we collect, how we use it, and how we protect it. Plainly stated.
Last updated: May 2026
Sweet Wealth Advisors respects your privacy. This page describes what information we collect, how we use it, who we share it with (and don't), and the choices you have. If anything here is unclear, email virgil@sweetwealthadvisors.com.
We collect information you actively give us — by submitting the contact form, the resources notify-me form, or by emailing or scheduling a meeting with us. This typically includes your name, email address, optional phone number, the topic you wanted to discuss, and the contents of your message.
We also collect limited technical information automatically when you visit the site, including general analytics about pages viewed and approximate location based on IP address — used in aggregate to understand how the site is used.
If you become a client, we collect substantially more financial and personal information through a separate, secure intake process governed by our client engagement agreement and the privacy notice required of Registered Investment Advisers.
Information submitted through the website is used to respond to your inquiry, schedule a conversation, send you the resources you requested, and follow up where appropriate. We do not sell your information. We do not share it with third parties for their marketing purposes.
We use a small set of trusted third-party services to operate the site and respond to you. These providers process information on our behalf under their own privacy policies:
The site uses cookies to remember your cookie banner preference and to support basic functionality. We do not use cookies for cross-site tracking. You may decline or clear cookies in your browser settings at any time without affecting your ability to use the site.
You can request a copy of the personal information we hold about you, ask us to correct or delete it, or unsubscribe from any future communications by emailing virgil@sweetwealthadvisors.com. We will respond within a reasonable timeframe and in accordance with applicable law.
We take reasonable administrative, technical, and physical measures to protect the information you provide. No method of transmission over the internet is 100% secure, but we never request sensitive financial account numbers, passwords, or credentials through this website's contact form.
This website is not directed to individuals under 18. We do not knowingly collect personal information from children.
We may update this policy from time to time. The "Last updated" date at the top reflects the most recent revision. Material changes will be reflected here when they take effect.
Questions about this privacy policy or your information can be sent to virgil@sweetwealthadvisors.com.
Clients of Sweet Wealth Advisors receive a separate, more detailed privacy notice required of Registered Investment Adviser engagements. That notice governs the handling of financial and personal information shared as part of an advisory relationship.