LEGAL

PRIVACY POLICY

Last updated: May 9, 2026

Overview

YWAIT Consulting, YWAIT Agency, YWAIT Wealth Management, and YWAIT Insurance Solutions (collectively "YWAIT," "we," "us," or "our") are committed to protecting your personal information and your right to privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or engage with our services.

Please read this policy carefully. If you disagree with its terms, please discontinue use of our site.

Information we collect

We collect information you voluntarily provide to us when you:

Fill out a contact or booking form

Subscribe to our newsletter or updates

Request a consultation or appointment

Call or email us directly

Interact with our website

This may include your name, email address, phone number, mailing address, and any other information you choose to provide. We also collect certain technical data automatically, including IP address, browser type, operating system, referring URLs, and pages visited, via standard web analytics tools.

How we use your information

We use the information we collect to:

Respond to your inquiries and schedule consultations

Provide, operate, and maintain our services

Send appointment confirmations and follow-up communications

Send you marketing and promotional materials (with your consent)

Improve, personalize, and expand our website and services

Comply with applicable legal obligations

Prevent fraudulent activity and ensure security

Sharing your information

We do not sell, trade, or rent your personal information to third parties. We may share your data with:

Service providers who assist us in operating our website and business (e.g., scheduling platforms, email providers), who are bound by confidentiality obligations

Professional advisors such as attorneys or accountants, under professional confidentiality

Government authorities or law enforcement if required by law or to protect our legal rights

A successor entity in connection with a business merger, acquisition, or sale, subject to the same privacy obligations

Cookies & Tracking

Our website may use cookies and similar tracking technologies to enhance your experience. Cookies are small files stored on your device that help us remember your preferences and understand how you use our site.

You can instruct your browser to refuse all cookies or to indicate when a cookie is being sent. However, some features of our site may not function properly without cookies.

We may use third-party analytics services (such as Google Analytics) that collect, monitor, and analyze usage data to help us improve our website.

Data retention

We retain your personal information only for as long as necessary to fulfill the purposes outlined in this policy, unless a longer retention period is required or permitted by law. When data is no longer needed, we delete or anonymize it securely.

Your Rights

Depending on your location, you may have the right to:

Access the personal information we hold about you

Request correction of inaccurate or incomplete data

Request deletion of your personal information

Opt out of marketing communications at any time

Lodge a complaint with a supervisory authority

To exercise any of these rights, contact us at [email protected].

Security

We implement commercially reasonable technical and organizational measures to protect your personal information from unauthorized access, use, or disclosure. However, no method of transmission over the internet or electronic storage is 100% secure, and we cannot guarantee absolute security.

Third-Party Link

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those sites. We encourage you to review the privacy policies of any third-party sites you visit.

Children's Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If you believe we have inadvertently collected such information, please contact us immediately and we will take steps to delete it.

Changes to this policy

We may update this Privacy Policy from time to time. We will notify you of any material changes by updating the "Last updated" date at the top of this page. Your continued use of our website after any changes constitutes your acceptance of the updated policy.

Overview

If you have questions or concerns about this Privacy Policy, please contact us:

YWait Wealth Management

619.815.8811

Helping individuals, families, and unions protect what they've built through estate planning, retirement strategies, and insurance solutions.

This site provides general information about legal topics. YWait Agency, YWait Consulting, YWait Wealth Management, and YWait Insurance Solutions are not law firms and do not provide legal or tax advice. Estate Planning Software Licensed from & Powered by Estate Documents Pro.

Legal documents written by Attorneys. Do-it-yourself estate document software licensed from Estate Documents Pro, LLC. This site provides general information about legal topics. ManaEstateDocs.com, YWaitCosulting.com, YWait Wealth and Management, and Estate Documents Pro, LLC are not law firms and do not provide legal or tax advice. This site, and the products available on this site, are not a substitute for the advice of an attorney. You should consult with an attorney and tax advisor licensed to practice in your state for advice if you have questions about your specific circumstances.

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