Privacy Policy
This Privacy Policy explains how Global Wealth Partners (“we,” “us,” “our”) collects, uses, and discloses personal information when you visit our website, contact us, or use our services. We handle data consistent with applicable U.S. laws, including the Gramm-Leach-Bliley Act (GLBA). This Policy is not legal advice.
1) Information We Collect
- Identifiers & Contact: name, email, phone (OceanaGlobalWP@gmail.com, 877-414-6497), address (if provided).
- Client/Financial Info: goals, household, accounts, documents you share (may include GLBA “nonpublic personal information”).
- Technical Data: IP address, device/browser, pages viewed, and similar analytics/cookie data.
- Communications: form entries, emails, call notes, scheduling details, preferences.
2) Sources
Directly from you (forms, calls, meetings), automatically via the Site (cookies/analytics), and from third parties you authorize (custodians, CRMs, schedulers, email platforms).
3) How We Use Information
- Provide and improve advisory services and client support.
- Communicate (service notices, scheduling, subscribed newsletters).
- Operate and secure the Site (debugging, fraud prevention, analytics).
- Comply with legal/contractual duties and recordkeeping.
- Marketing with consent or as allowed by law (opt-out anytime).
4) Sharing
We do not sell personal information. We may share with service providers (hosting, IT, analytics, CRM, email, scheduling, compliance), professional partners/custodians to deliver services, authorities when required by law, or parties to a business transfer under confidentiality. Vendors may use data only to perform services for us.
5) Security
We maintain administrative, technical, and physical safeguards appropriate to the sensitivity of the data. No method is 100% secure.
6) Retention
We retain information as needed for the purposes described and to meet legal/regulatory obligations.
7) Your Choices & Rights
- Opt-Out: Unsubscribe from marketing emails via links or by contacting us.
- Access/Update: Request access to or correction of your information.
- GLBA Notices: For “nonpublic personal information,” we follow applicable GLBA privacy notice and opt-out rules.
- Do Not Track: Our Site does not respond to DNT signals; manage cookies in your browser.
8) Cookies & Analytics
We use cookies and similar tech to operate the Site and measure performance. You can block/delete cookies in your browser; some features may not function without them. Third-party analytics may set their own cookies subject to their privacy policies.
9) Children’s Privacy
Our services are not directed to children under 13. We do not knowingly collect personal information from children.
10) California Notice (CCPA/CPRA)
If you are a California resident and not interacting with us solely as a GLBA-protected financial-services client, you may have rights to know, access, delete, correct, and limit certain uses. We do not “sell” or “share” personal information as defined by the CCPA/CPRA. Submit requests using the contact methods below; we will verify as required by law.
11) International Visitors
We primarily serve U.S. clients. If you visit from outside the U.S., your information may be processed in the U.S., where laws may differ from your jurisdiction.
12) Changes to This Policy
We may update this Policy periodically. The “Last updated” date reflects the latest version. Material changes will be posted on this page.
13) Contact Us
Global Wealth Partners — Privacy Contact
Email: OceanaGlobalWP@gmail.com
Phone: 877-414-6497
Address: Add your mailing address here
Tip: If you’re registered with a broker-dealer/RIA, add your Form CRS/ADV links and any state-specific notices here. Link your Terms of Use and Accessibility Statement for a tidy policy trio.
Individuals Covered
This privacy policy covers all visitors, subscribers, affiliates and super-affiliates, and all customers to this website. All individuals who view this website are described herein as “Visitors” and are parties to this Privacy Policy of this website. Anyone who buys our products, attempts to order, or receives our products at no cost is called a “Customer” and shall be subject to this Privacy Policy for this website. The website URL shall be referred to collectively as the “Website.”
Individuals Excluded
This website will not lawfully accept any individual under the age of 18 or anyone who would fall under the provisions of the Child Online Privacy Act of 1998 (COPA). If you are under the age of 18, you must leave this website—immediately. Acceptance the terms of this Privacy Policy is required for your right to visit the website. If you do not accept these terms of this Privacy Policy, you are illegally viewing this website.
Online Privacy Protection Act of 2003—OPPA
If you purchase a product through this website, you are covered by the Online Privacy Protection Act of 2003. When you purchase our products, we collect and archive all data you provide. In the event that this website is ordered by a court to divulge confidential information, this website will submit such information demanded by the court.
Information Collected
This website collects data on its visitors, subscribers, affiliates and super-affiliates, and customers. This data is obtained from various methods, such as pop-ups, product registration, and purchase by phone, subscription, micro-websites, surveys, and email.
Online Purchases
You give permission for the website to use any information collected from the online purchase screen for general solicitation.
Information Collected From Clients and Website Visitors
If you are a visitor, affiliate, or customer who communicates with this website in any manner, you give your permission for this website to collect, archive, retrieve, and otherwise use any information collected by this website for solicitation purposes.
Data Obtained From PPC Ads, Banners Ads, Pop-ups, or Hyperlinks
Visitors clicking PPC ads, banner ads, pop-up ads, or solicitations containing hyperlinks from this website, data are being collected and archived for solicitation purposes.
Data Obtained From Surveys or Free Newsletters
Any data provided to this website as part of a survey or free newsletters (or free items of any kind) in which you participate may be used for solicitation, and such data will not be shared with third parties.
Data Obtained Through The Use of Cookies
This website collects data using cookies on your computer, your email address, and your IP address. The data collected may help define your viewing habits and product preferences. By using this website, you give permission for this website (and its partners) to use cookies (computer code) to gather data from your computer for solicitation purposes.
Data That is Not Revealed to Others
Credit Card, banking information, or personal information is never revealed to a third party, with the exception of court order.
Providing Your Email Address
By providing to this website your email address, you waive all rights to file complaints concerning unsolicited email from this website, and agree to receive communication from this website, its partners, or affiliates. In addition, you waive any claims for damage caused by any accidental downloads of any virus, worm, or parasite to your computer.
Miscellaneous
You agree not to disclose any trade secrets, reports, tools, processes which we use to conduct business.
Legal Disputes
As part of the terms and conditions for this privacy policy, all visitors and clients agree to use arbitration (based on the rules of the American Arbitration Association) for any claim, dispute, or controversy of any kind arising out of purchase of the products, the website, any solicitation, privacy issues, and the terms of use. All disputes shall be held in the city the incorporator resides. In addition, you waive your rights to participate in any class of claimants pertaining to any claim subject to arbitration.