Privacy Policy
Effective Date: 03/07/2025
INTRODUCTION
RO2 Wealth respects your privacy and is committed to protecting it through our compliance with this policy. In order to provide advisory services, we must collect and maintain certain personal information about you. This information may be collected through our website, online apps or via phone/video conversations.
INFORMATION WE COLLECT
When you use our services, we may collect information that identifies you—or could reasonably be used to identify you—either directly or indirectly. This includes data that is linked to your identity (collectively referred to as “Personal Information”). The types of Personal Information we collect and use are outlined below.
Profile Information: This may include your name, residential address, email address, date of birth,Social Security number, and tax identification number.
Financial and Legal Information: Includes account names, account numbers, bank account numbers, credit or debit card numbers, tax returns, mortgages, trusts, wills.
Application Information: May include household information such as goals, cashflow information, employment status
DISCLOSURES OF PERSONAL INFORMATION
We may share personal information with trusted third-party software vendors and service providers who support our business operations. This includes services like email delivery, analytics, planning, LLMs, marketing, data processing, web hosting, and tax or accounting support.
In addition we may share your personal Information with professional advisors across legal, compliance, accounting or other areas as needed to comply with audits or other legal and regulatory requirements. We may be required by law to disclose your personal information with government agencies and other third parties including regulators or law enforcement. We may also share or disclose your information with your prior consent.
INFORMATION SECURITY
We take the protection of personal information seriously and restrict access to only those employees who need to know your information in order to service your account. We maintain physical, electronic, and procedural safeguards to help protect your data from loss, misuse, alteration, or unauthorized access. However, no system is 100% secure , and we cannot guarantee complete security of your personal information.
CHANGES TO PRIVACY POLICY
This Privacy Policy may be amended at any time and we will update the “Effective Date” to indicate the latest version of the policy. Usage of our Services constitutes acceptance of the Privacy Policy.
CHILDREN UNDER AGE 18
Our Services are not intended for anyone under 18. We do not knowingly collect Personal Information from individuals under 18, and no one under this age should use our Services or provide any personal details including name, address, phone number, or email. If we become aware that we’ve received information from a child under 18 without verified parental consent, we will delete it. If you believe we may have information from or about a child under 18, please contact us at info@ro2wealth.com
CONTACT
If you have questions or concerns regarding this policy or our processing of your Personal Information, please feel free to email us at info@ro2wealth.com