Privacy Policy
Effective Date: 12/20/2025
The Vantis Group, doing business as Legacy Wealth Builders (“Legacy Wealth Builders,” “we,” “our,” or “us”), respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information, including information used for SMS and A2P 10DLC messaging compliance.
1. Information We Collect
We may collect the following categories of information:
Personal Information
Full name
Email address
Phone number
Mailing address
Business information (if applicable)
Communication Data
SMS/text message interactions
Email communications
Call records (when applicable)
Technical & Usage Information
IP address
Browser type
Device identifiers
Website usage data via cookies or tracking technologies
2. How We Use Your Information
We use your information to:
Provide financial education, wealth-building resources, and related services
Communicate via SMS, phone, and email regarding services, appointments, updates, and educational content
Respond to inquiries and customer support requests
Improve our services, marketing, and user experience
Comply with legal, regulatory, and carrier requirements
3. SMS & A2P 10DLC Messaging Compliance
By providing your phone number, you expressly consent to receive SMS/text messages from Legacy Wealth Builders, which may include:
Appointment confirmations
Service updates
Educational content
Promotional or informational messages
Message Frequency: Varies
Message & Data Rates: May apply
Opt-Out Instructions
You may opt out at any time by replying:
STOP to unsubscribe
HELP for assistance
Opting out will stop all SMS communications unless you later re-opt in.
4. No Sale of Personal Information
We do not sell, rent, or share your personal information — including phone numbers — with third parties for their marketing purposes.
Specifically:
Mobile information will not be shared with third parties or affiliates for marketing or promotional purposes
Text messaging originator opt-in data and consent will not be shared with any third parties
5. Information Sharing & Disclosure
We may share your information only in the following limited circumstances:
With trusted service providers who assist in operating our business (e.g., CRM, SMS platforms), under strict confidentiality agreements
To comply with legal obligations, court orders, or regulatory requests
To protect our rights, property, or safety
6. Data Security
We implement commercially reasonable administrative, technical, and physical safeguards to protect your personal information from unauthorized access, misuse, or disclosure. However, no system can be guaranteed 100% secure.
7. Cookies & Tracking Technologies
We may use cookies and similar technologies to:
Analyze website traffic
Improve functionality and user experience
Support marketing and analytics efforts
You may disable cookies through your browser settings.
8. Your Privacy Rights
Depending on your location, you may have the right to:
Request access to your personal data
Request correction or deletion of your data
Withdraw consent for communications
To exercise your rights, contact us using the information below.
9. Children’s Privacy
Our services are not intended for individuals under the age of 18. We do not knowingly collect personal information from minors.
10. Changes to This Policy
We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date.
11. Contact Information
If you have questions about this Privacy Policy or our data practices, please contact:
The Vantis Group dba Legacy Wealth Builders
📧 Email: [email protected]
📞 Phone: 561-821-9555
🌐 Website: https://legacywealthbuilders.co