How Wealth and Legacy Builder, LLC collects, uses, and protects the information you share with us.
Last updated: July 30, 2026
Wealth and Legacy Builder, LLC (“Wealth and Legacy Builder,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains what information we collect through our website and services, how we use it, and the choices you have.
Information you give us. When you book a discovery call, contact us by email, or become a client, you may provide information such as your name, email address, phone number, business details, and any information you choose to share with us. As part of providing tax, accounting, and advisory services to clients, we may also collect financial and tax-related documents and information necessary to perform those services.
Information collected automatically. Like most websites, our website and the services that help operate it (such as our hosting provider) may automatically collect limited technical information — for example, your IP address, browser type, device information, and the pages you visit — to keep the site secure, reliable, and functioning properly.
We use the information we collect to:
We do not sell your personal information. We share information only in limited circumstances:
Client financial and tax information is treated as confidential and handled in accordance with applicable laws and our professional obligations.
Our website does not use advertising or cross-site tracking cookies. Some third-party tools we rely on or link to (such as our online scheduling provider) may set their own cookies or collect information under their own privacy policies when you interact with them. We encourage you to review the privacy policies of any third-party services you use.
We use reasonable administrative, technical, and physical safeguards designed to protect your information. However, no method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security.
We keep personal information for as long as necessary to provide our services, to comply with our legal, tax, and regulatory obligations, to resolve disputes, and to enforce our agreements.
You may contact us to request access to, correction of, or deletion of the personal information we hold about you, subject to legal and professional recordkeeping requirements. You may also opt out of non-essential communications at any time. Depending on where you live, you may have additional rights under applicable privacy laws.
Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those websites, and this Privacy Policy does not apply to them.
Our website and services are intended for adults and are not directed to children. We do not knowingly collect personal information from children.
We may update this Privacy Policy from time to time. When we do, we will revise the “Last updated” date above. We encourage you to review this page periodically.
If you have questions about this Privacy Policy or how we handle your information, please contact us:
Wealth and Legacy Builder, LLC
Email: operations@wlbtax.com
Website: wealthandlegacybuilder.com