Effective July 23, 2026
We may collect information you provide directly, including your name, email address, telephone number, mailing address, and the contents of communications or forms you submit. We may also collect limited technical information such as browser type, device information, referring pages, and website usage data.
Information may be used to respond to inquiries, schedule meetings, provide requested information, operate and improve the website, maintain security, comply with legal obligations, and communicate about services when permitted.
Mobile opt-in data and consent records are used to deliver the categories of messages you requested and to document messaging preferences. Message and data rates may apply. Message frequency varies. You may reply STOP to opt out or HELP for assistance.
We do not sell, rent, or share your personal information with third-party marketers. Mobile information and opt-in consent are not shared with third parties or affiliates for their own marketing or promotional purposes.
Information may be disclosed to service providers that support website hosting, communications, security, analytics, or business operations, subject to appropriate restrictions. Information may also be disclosed when required by law, regulation, legal process, or to protect rights, safety, and security.
The website may use cookies or similar technologies to support functionality and understand general usage. Browser settings may allow you to limit or disable cookies, although some features may not work as intended.
We use reasonable administrative, technical, and physical safeguards. No internet transmission or storage method can be guaranteed completely secure. Information is retained for as long as reasonably needed for the purposes described, legal obligations, dispute resolution, and recordkeeping.
You may request updates or corrections to information you provided, unsubscribe from email communications, or opt out of text messages by replying STOP. for privacy questions.
This website is not directed to children under 13, and we do not knowingly collect personal information from children under 13 through this website.
We may update this policy periodically. The revised version will be posted on this page with an updated effective date.
RootLine Wealth Partners
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