Privacy Policy

Last updated: February 20, 2026

Information We Collect

WealthBound Advisors collects information you provide directly to us, such as when you schedule a consultation, request information about our services, or communicate with us. This may include your name, email address, phone number, and financial information relevant to the advisory services we provide.

How We Use Your Information

We use the information we collect to provide, maintain, and improve our financial advisory services, communicate with you about our services, and comply with legal and regulatory requirements applicable to registered investment advisors.

Information Sharing

We do not sell, trade, or otherwise transfer your personal information to outside parties except as necessary to provide our services (such as custodians or other service providers), comply with legal requirements, or protect our rights.

Data Security

We implement appropriate security measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. However, no method of transmission over the internet or electronic storage is 100% secure.

Your Rights

You may request access to, correction of, or deletion of your personal information by contacting us. We will respond to your request in accordance with applicable laws.

Regulatory Disclosure

WealthBound Advisors is a Registered Investment Advisor. For additional information about our firm and our advisory services, please review our Form ADV available on the SEC's Investment Adviser Public Disclosure website.

Contact Us

If you have questions about this Privacy Policy or our privacy practices, please contact us at sean@wealthboundadvisors.com.