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Privacy Policy

 

Last Updated: September 3, 2026

Legacy Wealth Associates (“Legacy Wealth Associates,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy describes how we may collect, use, and protect information when you visit our website, contact us, or use services and features available through our website.


Information We Collect

We may collect information that you voluntarily provide to us, including your name, email address, telephone number, and information included in messages or inquiries you submit.

If you schedule an appointment through a third-party scheduling service, information you provide through that service may also be subject to that provider’s privacy practices.

Please do not submit Social Security numbers, financial account numbers, medical information, passwords, or other sensitive personal or financial information through our website contact forms.


How We Use Information

Information collected through our website may be used to:

  • Respond to questions and inquiries 
  • Schedule and manage consultations 
  • Communicate with you about requested information or services 
  • Operate and improve our website 
  • Maintain website security 
  • Comply with applicable legal and regulatory requirements 

We do not sell your personal information in exchange for money.


Cookies & Website Technologies

Our website and service providers may use cookies or similar technologies to support website functionality, understand website usage, maintain security, and improve the visitor experience.

If analytics or advertising technologies are used on the website, additional information regarding those technologies and available privacy choices may be provided as appropriate.


Third-Party Services

Our website may contain links to or integrate with third-party services, including scheduling, hosting, communications, analytics, or other service providers.

Information you provide directly to a third party is governed by that third party’s applicable privacy policy and terms. Legacy Wealth Associates is not responsible for the privacy practices of third-party websites or services.


Information Sharing

We may disclose information to service providers that assist us with operating our website or providing requested services, as permitted by applicable law.

We may also disclose information when required by law, regulation, legal process, or governmental request, or when reasonably necessary to protect our rights, security, or the rights and security of others.


Data Security

We take reasonable administrative and technical measures designed to protect information collected through our website. However, no method of transmission or electronic storage can be guaranteed to be completely secure.

For your protection, please do not transmit sensitive financial, medical, or identification information through general website forms or unsecured email.


Your Choices

You may choose not to provide personal information through our website. However, doing so may limit our ability to respond to certain requests.

You may also contact us regarding questions about personal information you have provided through the website.


Children's Privacy

This website is not directed to children under the age of 13, and we do not knowingly seek to collect personal information from children through this website.


Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes to our website, practices, or applicable requirements. The “Last Updated” date at the top of this page will indicate when the policy was most recently revised.


Contact Us

If you have questions regarding this Privacy Policy or our website privacy practices, please contact:

Legacy Wealth Associates
Email: [your business contact email]
Website: legacywealthassociates.com


Copyright © 2026 Legacy Wealth Associates, LLC - All Rights Reserved.

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