Effective Date: August 5, 2026
Last Updated: August 5, 2026
Design for Wealth™ respects the privacy of visitors to designforwealth.com. This Privacy Policy explains what information may be collected when you use the website, how it may be used, and the choices available to you.
Design for Wealth™ is an educational portfolio-design framework and personal professional-credibility website. It does not provide investment-advisory, portfolio-management, brokerage, or financial-planning services.
Design for Wealth™ does not require visitors to create an account and does not intentionally collect sensitive financial information, brokerage credentials, Social Security numbers, payment information, or similar personal data.
The website may collect limited information in the following ways:
If you contact Design for Wealth™ by email or through a contact form, the information collected may include:
Please do not submit confidential financial, medical, legal, tax, account-access, or identity information.
The website’s hosting provider and technical systems may automatically record limited information necessary to deliver and protect the website, such as:
This information is generally used for website operation, security, troubleshooting, and aggregate traffic analysis.
Information may be used to:
Personal information is not used to make automated decisions about visitors.
Design for Wealth™ may use cookies or similar technologies that are necessary for basic website functionality, security, content delivery, or visitor preferences.
The website does not currently use cookies for targeted advertising or behavioral profiling. If analytics, advertising, or other nonessential tracking technologies are added later, this policy and any applicable cookie controls will be updated.
You may configure your browser to restrict or delete cookies. Disabling necessary cookies may affect certain website functions.
Design for Wealth™ does not sell or rent visitors’ personal information.
Limited information may be processed or disclosed to:
Service providers are expected to use information only as necessary to perform their services or meet legal obligations.
The website may link to or display content from third parties, including ETF issuers, financial institutions, social-media platforms, video providers, and other external websites.
Those third parties operate independently and may collect information under their own privacy policies. Design for Wealth™ is not responsible for the privacy, security, accuracy, or data practices of external websites or services.
Following a link does not imply endorsement of the third party or its services.
The website may display portfolio information, brokerage screenshots, ETF holdings, distributions, simulations, or other financial examples selected for publication by the website owner.
Visitors should not interpret published examples as access to their own accounts or as a request to submit private financial information. Any personally identifying or account-security information should be removed before financial documents are submitted or shared.
Personal information is retained only for as long as reasonably necessary to:
Routine technical logs may be retained according to the practices of the website’s hosting and security providers.
Reasonable administrative and technical measures are used to protect information associated with the website. However, no internet transmission, email system, website, or electronic-storage method can be guaranteed to be completely secure.
Visitors should avoid sending confidential or highly sensitive information through ordinary email or website forms.
Depending on your location and applicable law, you may have rights to request:
European privacy rules generally require organizations collecting personal information to identify themselves, explain the purpose and legal basis for processing, describe retention and recipients, and inform people of applicable access and other rights.
To make a request, use the contact information below. Identity verification may be required before a request is completed. Some information may be retained when permitted or required by law.
You may also have the right to submit a complaint to the data-protection authority responsible for your location.
Design for Wealth™ is intended for a general adult audience and is not directed to children under 13. The website does not knowingly solicit personal information from children.
If you believe a child has submitted personal information, please contact Design for Wealth™ so the information can be reviewed and deleted where appropriate.
The website is operated from the United States. Information submitted through the website may be processed or stored in the United States or other countries where service providers operate.
Those locations may have privacy laws that differ from the laws in your country.
This Privacy Policy may be updated when the website’s functionality, service providers, or legal obligations change.
The revised version will be posted on this page with an updated “Last Updated” date. Continued use of the website after an update constitutes acknowledgment of the revised policy.
Questions, privacy requests, or concerns may be directed to:
Design for Wealth™
Website: designforwealth.com
Email: info@designforwealth.com