Wealthy Steward is a California Unincorporated Nonprofit Association. This Privacy Policy describes how Wealthy Steward collects, uses, and protects your personal information when you visit WealthySteward.com and related services (the "Site"). By using this Site, you agree to the terms of this Privacy Policy.
Privacy Policy
Privacy Policy
Effective June 1, 2026
INFORMATION WE COLLECT
Information you provide directly. When you submit a contact form, sign up for a consultation, begin onboarding, or become a Member, you may provide your name, email address, phone number, mailing address, and other information necessary to deliver our services.
Information collected automatically. When you visit this Site, certain information may be collected automatically, including your IP address, browser type, operating system, referring URL, pages visited, and the date and time of your visit. This information is collected through cookies and similar technologies.
Payment information. When you make a payment, your payment card details are collected and processed by our third-party payment processor. Wealthy Steward does not store your full credit card number, expiration date, or CVV on its servers.
HOW WE USE YOUR INFORMATION
Wealthy Steward uses the information collected to deliver and improve its services, communicate with you about your engagement, process payments, respond to inquiries, send relevant updates and educational content, and comply with legal obligations.
Wealthy Steward does not sell your personal information to third parties.
THIRD PARTIES WHO RECEIVE YOUR INFORMATION
Your information may be shared with the following categories of service providers, solely as necessary to operate and deliver services:
- Payment processors to process your payments.
- CRM and email platforms to manage communications and Member accounts.
- E-signature platforms to facilitate agreement execution.
- Hosting and infrastructure providers to operate this Site.
- Analytics providers to understand how the Site is used.
These providers are contractually required to protect your information and use it only for the purposes for which it was shared.
Wealthy Steward may also disclose your information if required by law, lawful court order, or legal process, or to protect the rights, property, or safety of the Association, its Members, or others.
COOKIES
This Site uses cookies and similar tracking technologies. Cookies are small text files placed on your device that help the Site function, remember your preferences, and understand how visitors use the Site.
You can control cookies through your browser settings. Disabling cookies may affect the functionality of the Site.
DATA RETENTION
Wealthy Steward retains your personal information for as long as necessary to fulfill the purposes described in this policy, maintain your membership, comply with legal obligations, and resolve disputes.
YOUR RIGHTS UNDER CALIFORNIA LAW
If you are a California resident, you have the right to:
- Know what personal information Wealthy Steward has collected about you.
- Request deletion of your personal information, subject to certain legal exceptions.
- Know the categories of personal information collected and the purposes for which it is used.
- Not be discriminated against for exercising your privacy rights.
To exercise any of these rights, contact Wealthy Steward at the address below. Wealthy Steward will respond to verifiable requests within 45 days.
CHILDREN
This Site is not directed to anyone under the age of 18. Wealthy Steward does not knowingly collect personal information from children. If you believe a child has provided personal information through this Site, contact us immediately and we will delete it.
CHANGES TO THIS POLICY
Wealthy Steward may update this Privacy Policy from time to time. Changes will be posted on this page with an updated effective date. Continued use of the Site after changes are posted constitutes acceptance of the updated policy.
Contact
Wealthy Steward
admin@wealthysteward.com
1401 21st St Suite 11730, Sacramento, California 95811
Information you provide directly. When you submit a contact form, sign up for a consultation, begin onboarding, or become a Member, you may provide your name, email address, phone number, mailing address, and other information necessary to deliver our services.
Information collected automatically. When you visit this Site, certain information may be collected automatically, including your IP address, browser type, operating system, referring URL, pages visited, and the date and time of your visit. This information is collected through cookies and similar technologies.
Payment information. When you make a payment, your payment card details are collected and processed by our third-party payment processor. Wealthy Steward does not store your full credit card number, expiration date, or CVV on its servers.
HOW WE USE YOUR INFORMATION
Wealthy Steward uses the information collected to deliver and improve its services, communicate with you about your engagement, process payments, respond to inquiries, send relevant updates and educational content, and comply with legal obligations.
Wealthy Steward does not sell your personal information to third parties.
THIRD PARTIES WHO RECEIVE YOUR INFORMATION
Your information may be shared with the following categories of service providers, solely as necessary to operate and deliver services:
- Payment processors to process your payments.
- CRM and email platforms to manage communications and Member accounts.
- E-signature platforms to facilitate agreement execution.
- Hosting and infrastructure providers to operate this Site.
- Analytics providers to understand how the Site is used.
These providers are contractually required to protect your information and use it only for the purposes for which it was shared.
Wealthy Steward may also disclose your information if required by law, lawful court order, or legal process, or to protect the rights, property, or safety of the Association, its Members, or others.
COOKIES
This Site uses cookies and similar tracking technologies. Cookies are small text files placed on your device that help the Site function, remember your preferences, and understand how visitors use the Site.
You can control cookies through your browser settings. Disabling cookies may affect the functionality of the Site.
DATA RETENTION
Wealthy Steward retains your personal information for as long as necessary to fulfill the purposes described in this policy, maintain your membership, comply with legal obligations, and resolve disputes.
YOUR RIGHTS UNDER CALIFORNIA LAW
If you are a California resident, you have the right to:
- Know what personal information Wealthy Steward has collected about you.
- Request deletion of your personal information, subject to certain legal exceptions.
- Know the categories of personal information collected and the purposes for which it is used.
- Not be discriminated against for exercising your privacy rights.
To exercise any of these rights, contact Wealthy Steward at the address below. Wealthy Steward will respond to verifiable requests within 45 days.
CHILDREN
This Site is not directed to anyone under the age of 18. Wealthy Steward does not knowingly collect personal information from children. If you believe a child has provided personal information through this Site, contact us immediately and we will delete it.
CHANGES TO THIS POLICY
Wealthy Steward may update this Privacy Policy from time to time. Changes will be posted on this page with an updated effective date. Continued use of the Site after changes are posted constitutes acceptance of the updated policy.
Contact
Wealthy Steward
admin@wealthysteward.com
1401 21st St Suite 11730, Sacramento, California 95811
