Privacy Policy

The following comprises the privacy policy. We want to demonstrate our commitment to your privacy by disclosing our information practices in connection with the collection and use of personally identifiable information. We are disclosing to you in this document:

  1. What personally identifiable information of yours is collected from you by accessing the website;
  2. How the information is used;
  3. With whom the information may be shared;
  4. What choices are available to you regarding collection, use and distribution of the information; and
  5. The kind of security procedures that are in place to protect the loss, misuse or alteration of information under WealthCounsel control.

We will not disclose any nonpublic personal information about you to third parties except as described in this document or as otherwise required by law. If you feel that we are not abiding by its posted privacy policy, please contact us at

Information Collection and Use
WealthCounsel is the sole owner of the information collected on the website (the "Website"). We will not sell, share, or rent this information to others in ways different from what is disclosed in this statement. We also collect information from our users at several different points on this Website and through other means, such as meeting registration forms, and from membership applications for our members.

Member Information
In order to participate in the “Find an Estate Planner” directory (“Directory”) you must be either a member of WealthCounsel or The Advisors Forum. We reserve the right to share data that we collect from members with affiliated businesses and for other restricted purposes. During membership application or renewal, we request your business and home contact information (such as name, address, telephone number and e-mail address).

We collect members’ business contact information for several reasons: 1) it is generally the preferred contact address by members receiving membership information from WealthCounsel, both electronic or regular mail; 2) we share this information with local WealthCounsel state forums for the purpose of providing you information about local member benefits, services and educational programs; 3) we use it for membership surveys to better serve you in the future; and 4) for restricted direct marketing purposes by third-party vendors.

With the exception of information shared with WealthCounsel state forums, all other third parties with whom business contact information is shared are prohibited from releasing the information to anyone else or from using it for purposes other than those outlined above. E-mail addresses are not shared with third parties except forums that provide continuing education credits if you apply for such credits in connection with one of our educational offerings.

We collect members’ home contact information to contact you if mail to your business address is returned.

None of your home information is shared with any outside third-party vendor except with respect to technical services necessary to maintain or audit WealthCounsel 's database. These outside vendors are prohibited from sharing your home contact information with anyone else, unless you have provided your home address as your primary contact information. If you have given us only your home contact information on your membership application or renewal, then you must contact us if you do not wish to share it with third party vendors for marketing purposes. Please contact if you wish not to share your information with third party vendors.

Contact Information in the Directory
If you participate in the Directory, information that you have posted on the site, such as your e-mail address and other contact information, may be "scraped," or copied, from our Website by third parties who may use this information to market products or services to you. Please be aware that WealthCounsel has no way of controlling information posted on a publicly accessible Website, although the Website Terms of Use strictly prohibit this type of activity.  Please also be aware that you are solely responsible for any personal information posted in connection with the Directory.

Website Surveys, Conference and Product Orders
We request information from the user on our order form when planning to attend a conference or to purchase a product or service from us. Attendees must provide contact information (such as name and shipping address) and financial information (credit card number, expiration date). This information is used for billing purposes and to fill customer's orders. If we have trouble processing an order, this contact information is used to get in touch with the user.

We may also post surveys on this Website that collect information from the respondent. Such information is not distributed to third parties but is used for purposes of monitoring and/or improving the Website or other services.

A "cookie" is a piece of data stored on the user's hard drive containing information about the user. Some cookies track sites visited by the Internet user and your browser for marketing purposes. The Website does not employ this kind of cookie. The Website uses a cookie so that you can automatically be logged into our Website without having to re-enter your email address and password with each visit.

No personally identifiable information is stored on your computer between visits to the Website. The login cookie stores only a unique identifier that our website then uses to log you in when you return. This is to ensure both your security and that of the Website. To access the members-only and premium sections of the Website, the user's browser MUST be set to accept cookies.

Log Files
We use an outside shipping company to ship orders, and a credit card processing company to bill users for goods and services. We prohibit these companies in our contractual agreements from retaining, sharing, storing or using personally identifiable information for any secondary purposes.

We may partner with another party to provide specific services. When the user signs up for these services, we will share names, or other contact information that is necessary for the third party to provide these services. These parties are not allowed to use personally identifiable information except for the purpose of providing these services.

The website contains links to other sites. Be aware that we are not responsible for the privacy practices of such other sites. We encourage our users to be aware when they leave our site and to read the privacy statements of each and every website that collects personally identifiable information. This privacy statement applies solely to information collected by the Website.

Surveys and Contests
From time to time we may request information from users who participate in our surveys and contests, either via this Website, e-mail, or other media. Participation in these contests is completely voluntary and the user therefore has a choice whether or not to disclose this information. Information requested may include contact information (such as name and shipping address), and demographic information (such as zip code, age level). Contact information will be used to notify any winners of prizes.

This Website takes every reasonable precaution to protect our users' information. When users submit sensitive information via the Website, your information is protected both online and off-line to the best of our ability.

When our registration/order form asks users to enter sensitive information (such as credit card number and/or social security number), that information is encrypted and is protected with one of the leading encryption software in the industry - Secure Sockets Layer ("SSL"). While on a secure page, such as our order form, the lock icon on the bottom of Web browsers such as Microsoft Internet Explorer becomes locked, as opposed to un-locked, or open, when you are just surfing. In addition, the URL will start with "https://" rather than "http://".

To further protect your security, when you place an order on the Website we discard your credit card information after the card is authorized. For this reason, you need to enter your credit card information with each order.

If you have any questions about the security at our Website, you can send an email to

Correction/Updating Personal Information
If a member or premium user's personally identifiable information changes (such as your zip code), we will endeavor to provide a way to correct, update or remove that user's personal data provided to us. This can usually be done through the "My Profile" link on the WealthCounsel, LLC Website, or by e-mailing our Member Services Department at

Notification of Changes
We reserve the right to change this privacy policy, and if we do so we will post those changes on our Website so that you are always aware of what information we collect, how we use it, and under what circumstances, if any, we disclose it.

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