1. Information We Collect
We may collect contact information, such as your name, email, and phone number, when you reach out to us, subscribe to our newsletter, or schedule a conversation. We also collect general usage data about how visitors use our site.
2. How We Use It
We use this information to respond to inquiries, schedule conversations, send newsletters to subscribers, communicate with clients, and understand how our site is used so we can improve it. We do not sell your information.
3. Text Messaging
We do not share mobile phone numbers or SMS opt-in consent data with third parties or affiliates for marketing or promotional purposes. Information may be shared with subcontractors that help us provide messaging services, but text messaging originator opt-in data and consent will not be shared with any third parties.
4. Third-Party Tools
Our site uses third-party services, including email marketing, scheduling, analytics, and text messaging platforms, to operate. Each has its own privacy practices governing the data it processes on our behalf.
5. Cookies
Our site may use cookies for basic functionality and analytics. You can control cookies through your browser settings.
6. Your Financial Information as a Client
If you become a client of Vonera Wealth, additional privacy protections apply to your financial information under federal law. See the XYPN Sapphire Privacy Notice for details on how that information is collected, shared, and protected.
7. Contact Information
Vonera Wealth is a DBA of Vonera LLC, a Texas limited liability company. If you have any questions about this Privacy Policy, please contact R. Scott Boyles, CFP® at scott@vonerawealth.com or XYPN Sapphire's compliance officer at Compliance@XYPNSapphire.com.