Cookie Policy

Last Updated: January 15, 2025

Table of Contents

1. Introduction

WealthGuard ("we," "our," or "us") uses cookies and similar tracking technologies on our website to enhance your experience, analyze site usage, and deliver personalized financial insights. By accessing or using our services, you consent to the use of cookies as described in this policy.

Note: This policy applies solely to our website. It works in conjunction with our Privacy Policy to give you a complete understanding of how we handle your data.

2. What Are Cookies?

Cookies are small text files stored on your device when you visit a website. They help websites function properly, remember your preferences, and provide information to site owners. Cookies can be "persistent" (remaining on your device until deleted or expired) or "session" cookies (which expire when you close your browser).

We also use similar technologies like web beacons, pixels, and local storage to improve functionality and gather analytics.

3. How We Use Cookies

We categorize cookies based on their purpose and necessity:

Category Purpose Can You Opt-Out?
Strictly Necessary Essential for site functionality, security, and account authentication. Cannot be disabled. No
Performance & Analytics Help us understand how visitors interact with our site by collecting anonymous usage data. Yes
Functional Remember your preferences (e.g., language, dashboard layout, notification settings). Yes
Marketing & Advertising Deliver relevant financial education content and track campaign effectiveness. Yes

4. Third-Party Cookies

We work with trusted third-party partners to enhance our services. These organizations may set their own cookies when you visit our site:

  • Analytics Providers: Google Analytics, Mixpanel (for usage tracking)
  • Payment Processors: Stripe, Plaid (for secure financial data handling)
  • Customer Support: Intercom, Zendesk (for live chat and ticketing)
  • Marketing Partners: Meta, LinkedIn (for targeted financial education ads)

These third parties operate under their own privacy and cookie policies. We encourage you to review their respective policies for detailed information.

5. Managing Your Cookie Preferences

You have full control over cookies. You can manage or disable them through:

  1. Our Cookie Banner: When you first visit our site, you can accept, reject, or customize preferences.
  2. Account Settings: Logged-in users can update cookie preferences in Settings → Privacy & Cookies.
  3. Browser Controls: Most browsers allow you to block or delete cookies. Common browser settings:
    • Chrome: Settings → Privacy and security → Cookies
    • Safari: Preferences → Privacy → Manage Website Data
    • Firefox: Options → Privacy & Security → Cookies and Site Data
    • Edge: Settings → Cookies and site permissions

Please note: Disabling essential cookies may limit your ability to access certain features, including secure login, dashboard customization, and financial tool functionality.

6. Updates to This Policy

We may update this Cookie Policy periodically to reflect changes in technology, regulation, or our business practices. When we make significant changes, we will notify you via our website or email. The "Last Updated" date at the top of this page will reflect the most recent revision.

7. Contact Us

If you have questions about our use of cookies or this policy, please contact our Data Protection team:

  • Email: privacy@wealthguard.com
  • Address: WealthGuard Financial, 100 Finance Plaza, Suite 400, New York, NY 10005
  • Phone: +1 (800) 555-0199

We are committed to transparency and your financial privacy. We welcome your inquiries.