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Privacy Policy

Effective Date: April 4, 2025

Strategic Ascent ("we," "our," or "us") is committed to protecting your privacy and safeguarding your personal information. This Privacy Policy outlines how we collect, use, disclose, and protect the information you provide to us through our website and services.

By using our website, you agree to the terms of this Privacy Policy.

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1. Information We Collect

 

We may collect the following types of information:

 

a) Personal Information

When you fill out a form, schedule a consultation, or engage with our services, we may collect:

  • Full name

  • Email address

  • Phone number

  • Mailing address

  • Employment and financial information (for consultations)

 

b) Non-Personal Information

We may automatically collect data such as:

  • Browser type

  • Device information

  • IP address

  • Website usage patterns

 

This data helps us improve our website and user experience.

 

2. How We Use Your Information

 

We use the information we collect to:

  • Provide and personalize our services

  • Respond to your inquiries or requests

  • Send appointment confirmations or updates

  • Share educational content and updates

  • Improve our website and marketing strategies

  • Comply with legal obligations

 

We do not sell your personal information to third parties.

 

3. Sharing Your Information

 

We may share your information with:

  • Licensed financial professionals or agents in our network (with your consent)

  • Service providers who help us operate our website and services

  • Legal or regulatory authorities, if required by law

 

All partners and service providers are expected to uphold strict data protection practices.

 

4. Data Protection & Security

 

We implement industry-standard security measures to protect your personal information. However, no method of transmission over the internet is 100% secure. We encourage you to take precautionary measures when sharing sensitive information online.

 

5. Cookies and Tracking Technologies

 

Our website may use cookies and similar technologies to enhance user experience, track site traffic, and analyze engagement. You can control cookie preferences through your browser settings.

 

6. Your Choices & Rights

 

You have the right to:

  • Access, update, or correct your personal information

  • Request that we delete your information (subject to legal and business obligations)

  • Opt out of receiving marketing emails by clicking "unsubscribe" in any email

 

To make a data-related request, please contact us using the information below.

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7. Children’s Privacy

 

Our services are not intended for individuals under the age of 18. We do not knowingly collect personal information from children. If you believe we have done so, please contact us immediately.

 

8. Third-Party Links

 

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those sites. Please review their policies independently.

 

9. Updates to This Privacy Policy

 

We may update this Privacy Policy periodically. All changes will be posted on this page with an updated effective date. We encourage you to review the policy regularly.

 

10. Contact Us

 

If you have any questions about this Privacy Policy or how your information is used, please contact:

 

Strategic Ascent
Email: wealth@nathanuwheeler.com

Website: www.strategicascent.pro

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