Effective Date: May 12, 2026 Last Updated: May 12, 2026
At Go Wise Wallet LLC (“Go Wise Wallet,” “we,” “us,” or “our”), we take your privacy seriously. This Privacy Policy explains what information we collect, how we use it, and how we protect it when you visit gowisewallet.com or use our services. By using our website or services, you agree to the practices described in this policy. If you do not agree, please discontinue use of the website.
We collect information in the following ways:
Information you provide directly to us: When you fill out a contact form, schedule a consultation, download a resource, or opt in to receive communications, we may collect your name, email address, phone number (for SMS communications, when separately consented to), and any other information you choose to share with us.
Phone numbers and SMS opt-in data: We collect phone numbers specifically and separately for SMS communications when you provide explicit consent through our website forms. SMS opt-in is collected and processed independently from other consents and is required only when you elect to receive SMS messages from us.
Information collected automatically: When you visit our website, we may automatically collect information about your device, browser type, IP address, pages visited, time spent on the site, and referral source through cookies and similar technologies.
Information from third parties: We may receive information about you from third-party service providers such as analytics platforms, advertising partners, and lead-generation networks where you have separately consented to share your information.
We use the information we collect to:
SMS opt-in information is never shared with third parties. No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
We may share other (non-SMS-opt-in) information in the following limited circumstances:
We do not sell your personal information to third parties.
If you opt in to receive SMS messages from Go Wise Wallet LLC, you may receive appointment reminders, financial education updates, and (when separately consented to) occasional marketing messages. Message frequency may vary. Message and data rates may apply. Text HELP for assistance. Reply STOP to unsubscribe at any time.
Your SMS opt-in consent will not be shared with third parties or affiliates for marketing purposes.
For full SMS program details, please review our Terms of Use.
## 5. Data Security Practices
Go Wise Wallet LLC takes the security of your personal information seriously and implements industry-standard safeguards to protect it from unauthorized access, disclosure, alteration, or destruction. Our security measures include:
**Encryption in Transit and at Rest**
All personal information submitted through our website is transmitted over secure, encrypted connections using HTTPS/TLS protocols. Data stored on our servers and third-party platforms is encrypted using industry-standard encryption methods.
**Access Controls**
Access to your personal information is restricted to authorized personnel who require it to perform their job functions. All staff with access to personal data are bound by confidentiality obligations and trained on data privacy best practices.
**Secure Third-Party Vendors**
We work only with reputable third-party service providers (including our CRM, email service provider, and SMS delivery platform) that maintain industry-recognized security certifications and contractual data protection commitments. Vendors are vetted for compliance with applicable data protection laws.
**Regular Monitoring**
Our systems are monitored for unauthorized access attempts, vulnerabilities, and unusual activity. We update software, plugins, and security protocols regularly to address newly identified risks.
**Breach Response**
In the unlikely event of a data breach affecting your personal information, we will notify affected individuals and applicable regulators in accordance with applicable laws, including the Florida Information Protection Act (FIPA) and other relevant state and federal regulations.
**Your Role in Security**
While we implement strong technical safeguards, no method of electronic transmission or storage is 100% secure. We recommend that you keep your account credentials confidential, use strong passwords, and notify us immediately at hello@gowisewallet.com if you suspect any unauthorized access to your information.
**Data Retention**
We retain personal information only as long as necessary to fulfill the purposes outlined in this Privacy Policy or as required by law. When data is no longer needed, it is securely deleted or anonymized.
We use cookies and similar technologies to improve your experience, analyze site usage, and support marketing efforts. You can control cookies through your browser settings.
We retain your information for as long as needed to fulfill the purposes outlined in this policy, comply with legal obligations, resolve disputes, and enforce our agreements.
Depending on your state of residence, you may have rights to:
To exercise any of these rights, contact us at hello@gowisewallet.com.
Our services are not directed to children under 18. We do not knowingly collect personal information from children.
We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated “Last Updated” date.
If you have questions about this Privacy Policy or how we handle your information:
Go Wise Wallet LLC 309 N F St Lake Worth Beach, FL 33460 Email: hello@gowisewallet.com Phone: (561) 220-7614
Go Wise Wallet LLC is a licensed insurance broker in the State of Florida. This Privacy Policy applies to all visitors, users, and others who access or use our website and services.