Effective Date: January 1, 2025

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Introduction

Wealthspring Financial Services ("we," "our," or "us") values your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, and safeguard your data when you visit our website ([Insert Website URL]) or engage with our services.

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1. Information We Collect

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​We may collect the following types of information:

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A. Personal Information

When you engage with our services, we may collect personal details such as:

• Full Name

• Email Address

• Phone Number

• Mailing Address

• Business Name & EIN (if applicable)

• Financial Information (for tax and accounting services)

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B. Non-Personal Information

We automatically collect certain non-identifiable information when you visit our website, including:

• IP Address

• Browser Type & Device Information

• Pages Visited & Time Spent on Site

• Cookies & Tracking Technologies (see Section 6)

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2. How We Use Your Information

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We use your information for the following purposes:

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• To provide accounting, tax, and financial advisory services

• To communicate with you regarding our services 

• To process transactions and send invoices

• To comply with legal and regulatory requirements

• To improve our website and client experience

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3. SMS Compliance​

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• Data Collection: We will collect your name, email address, mailing address, and mobile phone number when you sign up for SMS updates. The information will be collected via the website contact form, email, rental agreement, or third-party reservation systems.

• Data Usage: We use your data solely to communicate with our  our existing clients to schedule/confirm appointments, provide customer support and 1 on 1 assistance.

• Data Security: We protect your data with secure storage measures to prevent unauthorized access.

• Data Retention: We retain your information as long as you are subscribed to our SMS service. You may request deletion at any time.

• MESSAGE AND DATA RATES MAY APPLY. Your mobile carrier may charge fees for sending or receiving text messages, especially if you do not have an unlimited texting or data plan.

• Messages are recurring, and message frequency varies.

• Contact Wealthspring Financial Services at 917-862-3085 or info@wealthspringfinserv.com for HELP or to STOP receiving messages.

• Opt-Out: You can opt out of the SMS list at any time by texting, emailing, or replying STOP or CANCEL to info@wealthspringfinserv.com or 917-862-3085. After unsubscribing, you will receive a final SMS to confirm you have unsubscribed and we will remove your number from our list within 24 hours.

• You can send HELP for additional assistance, and you will receive a text including our Phone number, email and website. We are here to help you.

• Non-Sharing Clause: We do not share your data with third parties for marketing purposesWealthspring Financial Services will not sell, rent, or share the collected mobile numbers

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4. Data Security

We implement industry-standard security measures to protect your personal data, including encryption, secure servers, and restricted access. However, no method of transmission over the internet is 100% secure.

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5. Your Rights & Choices

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You have the right to:

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• Request access to your personal data

• Request correction or deletion of your data

• Opt-out of marketing communications

• Restrict data processing (where applicable by law)

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To exercise your rights, contact us at info@wealthspringfinserv.com

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6. Cookies & Tracking Technologies

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Our website may use cookies and similar tracking technologies to enhance your browsing experience. You can manage cookie preferences in your browser settings.

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7. Third-Party Links

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Our website may contain links to third-party websites. We are not responsible for their privacy practices. We encourage you to review their policies before sharing personal data.

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8. Children's Privacy

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Our services are not intended for individuals under 18. We do not knowingly collect personal data from minors.

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9. Updates to This Policy

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We may update this Privacy Policy periodically. Any changes will be posted on this page with an updated effective date.

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10. Contact Us

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If you have any questions about this Privacy Policy, you can contact us at:

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Wealthspring Financial Services
560 West 218th Street #4C, New York, NY 10034

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Email: info@wealthspringfinserv.com

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