Privacy Policy

Effective Date: 01/01/2023
Last Updated: 06/01/2025

Envision Wealth Management (“Company,” “we,” “us,” or “our”) respects your privacy and is committed to protecting it through this Privacy Policy.

This policy describes the types of information we may collect from you or that you may provide when you visit our website www.envision-wealth.com (“Website”), and our practices for collecting, using, maintaining, protecting, and disclosing that information.

1. Information We Collect

We collect several types of information from and about users of our Website, including:

Personal Information:

Name, email address, phone number
Mailing address (if provided)
Financial or business-related details (if you voluntarily share them through forms)

Non-Personal Information:

Browser type, IP address, device information
Pages visited, time spent, and referring URLs
Cookies and usage data

2. How We Collect Information

We collect information:

Directly from you when you fill out forms, subscribe to communications, or engage with our services
Automatically as you navigate the site (via cookies, analytics tools, etc.)
From third-party sources such as marketing partners, referral sources, or analytics providers

3. How We Use Your Information

We may use the information we collect to:

Provide you with financial insights, updates, or services you request
Respond to your inquiries and follow up on consultations
Improve the functionality and performance of our Website
Send periodic emails, newsletters, or promotional content (with opt-out option)
Comply with legal obligations or regulatory requirements

4. Sharing of Information

We do not sell, rent, or lease your personal information. We may share data with:

Trusted third-party service providers who help operate our Website or business
Legal authorities when required to comply with the law or protect rights
Affiliates, subsidiaries, or partners under confidentiality obligations

5. Cookies and Tracking Technologies

Our Website uses cookies and similar tracking technologies to improve user experience. You can adjust your browser settings to refuse cookies, but this may affect functionality.

6. Data Security

We implement commercially reasonable safeguards to protect your personal information from unauthorized access, alteration, or disclosure. However, no system can be guaranteed 100% secure.

7. Your Choices

You may:

Opt out of receiving promotional emails by clicking “unsubscribe” in our communications
Contact us to access, correct, or delete your personal information
Disable cookies through your browser settings

8. Third-Party Links

Our Website may contain links to external websites. We are not responsible for the privacy practices or content of those third-party sites.

9. Children’s Privacy

Our Website is not intended for children under 13 years of age, and we do not knowingly collect information from them.

10. Changes to This Policy

We may update this Privacy Policy from time to time. When we do, we will revise the “Last Updated” date at the top. Your continued use of the Website after any changes indicates your acceptance of the updated policy.

11. Contact Us

If you have questions or concerns about this Privacy Policy or your data, please contact:

Envision Wealth Management
1540 International Parkway, Suite 2000

Lake Mary, FL 32746

Email: admin@envision-wealth.com