Last Updated: August 7, 2026
Wealth Means Power ("Wealth Means Power," "WMP," "we," "us," or "our") respects your privacy. This Privacy Policy explains how we collect, use, disclose, and protect information when you visit wealthmeanspower.com, complete one of our forms or questionnaires, schedule an appointment, communicate with us, attend an event, or otherwise interact with Wealth Means Power.
By using our website or voluntarily providing information to us, you acknowledge the practices described in this Privacy Policy.
We may collect information that you voluntarily provide to us, including:
Name
Email address
Telephone number
City and state
Appointment and scheduling information
Financial goals and areas of interest
Responses to financial education or discovery questionnaires
Information you provide when requesting information or services
Communication preferences
SMS and marketing consent preferences
Other information you voluntarily provide to Wealth Means Power
Please do not submit highly sensitive personal information through general website forms unless specifically requested through an appropriate secure process.
When you visit our website, certain information may be collected automatically through cookies, analytics technologies, and similar tools. This information may include browser type, device information, IP address, pages visited, referring pages, approximate location information, and information about how visitors interact with our website.
We may use this information to operate our website, understand visitor activity, improve our services, measure marketing effectiveness, and maintain website security.
We may use information we collect to:
Respond to inquiries and requests
Schedule and manage appointments
Provide requested financial education and resources
Communicate regarding services you have requested
Conduct financial discovery or educational assessments
Provide appointment confirmations and reminders
Follow up after consultations, workshops, or events
Maintain customer and prospect records
Improve our website, services, educational programs, and communications
Send marketing communications when appropriate consent has been provided
Comply with applicable legal, regulatory, licensing, and compliance requirements
Prevent fraud, misuse, or security incidents
Information provided through Wealth Means Power questionnaires, consultations, or forms may be used to better understand your financial goals, educational needs, and areas of interest.
Submitting information through our website does not by itself establish an advisory, fiduciary, insurance, real estate brokerage, attorney-client, accountant-client, or other professional relationship.
Additional information, disclosures, applications, agreements, or authorizations may be required before specific products or professional services can be provided.
Wealth Means Power may offer the option to receive text messages.
If you separately consent to non-marketing SMS communications, messages may include appointment scheduling, appointment confirmations, appointment reminders, requested follow-up, responses to inquiries, and other service-related communications.
If you separately consent to marketing SMS communications, messages may include educational resources, event announcements, service updates, special offers, promotions, and other marketing communications.
Consent to receive marketing text messages is not a condition of purchasing any product or service.
Message frequency may vary. Message and data rates may apply. Reply STOP to unsubscribe from SMS messages. Reply HELP for assistance.
Mobile information will not be shared with third parties or affiliates for marketing or promotional purposes.
Information sharing with service providers that support our communications may occur only as necessary to provide those services.
Text messaging originator opt-in data and consent will not be shared with third parties for their own marketing or promotional purposes.
We do not sell SMS opt-in information or consent.
If you provide your email address, we may send communications relating to your inquiry, appointments, requested information, educational resources, or services.
If you have subscribed to marketing emails, you may unsubscribe using the unsubscribe link included in applicable marketing emails.
Wealth Means Power does not sell your personal information.
We may share information with trusted service providers when reasonably necessary to operate our business and provide requested services. These providers may include website hosting providers, customer relationship management systems, appointment scheduling platforms, email and communications providers, insurance-related service providers, technology vendors, analytics providers, and other vendors supporting our operations.
We may also disclose information when required by law, regulation, legal process, licensing requirement, or governmental request, or when reasonably necessary to protect our rights, users, business, or others.
SMS opt-in data and consent are handled as described in Section 5 and are not shared with third parties for their own marketing or promotional purposes.
Our website may contain links to websites or services operated by third parties, including insurance carriers, real estate resources, educational resources, appointment services, calculators, and other providers.
Wealth Means Power is not responsible for the privacy practices, security, content, or policies of third-party websites. We encourage you to review their privacy policies before providing personal information.
Our website may use cookies, pixels, analytics tools, and similar technologies to help operate the website, remember preferences, understand website traffic, evaluate marketing performance, and improve the visitor experience.
Depending on your browser or device, you may be able to control certain cookies through your browser settings.
We use reasonable administrative, technical, and organizational measures designed to protect personal information under our control.
However, no internet transmission, electronic storage system, or method of communication can be guaranteed to be completely secure. Therefore, we cannot guarantee absolute security.
We may retain personal information for as long as reasonably necessary to fulfill the purposes described in this Privacy Policy, maintain business and compliance records, resolve disputes, enforce agreements, and satisfy applicable legal or regulatory requirements.
Depending on applicable law and the nature of your relationship with Wealth Means Power, you may request that we update or correct certain personal information we maintain about you.
You may also:
Reply STOP to opt out of SMS messages
Use the unsubscribe link in applicable marketing emails
Contact us to update your communication preferences
Contact us with questions regarding information you previously provided
Certain records may need to be retained when required for legal, regulatory, licensing, insurance, real estate, tax, fraud-prevention, or compliance purposes.
Our website and general services are not directed to children under 13, and we do not knowingly collect personal information directly from children under 13 through general website forms.
Parents or legal guardians interested in financial or insurance products involving a minor should contact Wealth Means Power directly.
We may update this Privacy Policy periodically to reflect changes in our business practices, technology, services, or applicable legal and regulatory requirements.
When changes are made, the "Last Updated" date at the top of this policy will be revised.
If you have questions about this Privacy Policy, your personal information, or our communication practices, please contact:
Wealth Means Power
Wendy Moten, Senior Financial Strategist
Website: wealthmeanspower.com
Email: [email protected]
Phone: 240-563-3958
Your use of the Wealth Means Power website is also subject to our Privacy Policy.
Privacy Policy: PrivacyPolicy
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