Legal
Privacy
Policy
Marbot Wealth, LLC ("Marbot Wealth," "we," "us," or "our") is committed to protecting your privacy. This Privacy Policy describes how we collect, use, and safeguard your personal information when you visit our website or engage our services.
Information We Collect
We may collect the following types of information:
- Contact information — name, email address, phone number, and mailing address provided through our contact form or client onboarding process.
- Financial information — information you voluntarily provide to receive financial planning or investment advisory services, including income, assets, liabilities, and goals.
- Usage data — information about how you interact with our website, including pages visited, time spent, and referring URLs. This data is collected in aggregate and is not tied to individual identities.
- Calculator inputs — data entered into our financial calculators is processed locally in your browser and is not transmitted to or stored on our servers.
How We Use Your Information
We use the information we collect to:
- Respond to your inquiries and provide the services you request
- Deliver financial planning and investment advisory services to clients
- Send you newsletters or educational content you have opted into
- Comply with applicable legal and regulatory requirements
- Improve our website and services
How We Share Your Information
We do not sell, rent, or trade your personal information to third parties. We may share your information in the following limited circumstances:
- Service providers — third-party vendors who assist in operating our website or delivering our services (e.g., custodians, technology providers), subject to confidentiality agreements.
- Legal requirements — when required by law, regulation, court order, or other legal process.
- Business transfers — in connection with a merger, acquisition, or sale of all or a portion of our business assets.
Data Security
We implement reasonable administrative, technical, and physical safeguards to protect your personal information from unauthorized access, disclosure, alteration, or destruction. However, no method of transmission over the internet is 100% secure, and we cannot guarantee absolute security.
Cookies & Tracking
Our website may use cookies and similar tracking technologies to improve user experience and analyze site usage. You can instruct your browser to refuse all cookies or to indicate when a cookie is being sent. If you do not accept cookies, some portions of our website may not function properly.
Your Rights
Depending on your location, you may have certain rights regarding your personal information, including the right to access, correct, or delete the personal information we hold about you. To exercise any of these rights, please contact us at hello@marbotwealth.com.
Children's Privacy
Our website and services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If you believe we have inadvertently collected information from a minor, please contact us immediately.
Changes to This Policy
We may update this Privacy Policy from time to time. We will notify you of any material changes by posting the new policy on this page with an updated effective date. Your continued use of our website after any changes constitutes your acceptance of the revised policy.
Contact Us
If you have any questions or concerns about this Privacy Policy or our data practices, please contact us at:
Marbot Wealth, LLC
Greenville, South Carolina
hello@marbotwealth.com