Review how Wealth Advance Path describes the collection and use of information.
Last Updated: July 2026
Wealth Advance Path collects personal information including but not limited to: name, email address, phone number, mailing address, date of birth, social security number, financial information, credit history, and employment details. We collect this information when you apply for our services, create an account, or contact us.
We use your information to process loan applications, provide insurance quotes, manage investments, communicate with you about our services, send marketing communications (with your consent), comply with legal obligations, and improve our services.
We do not sell your personal information. We may share your information with: service providers who assist in our operations, financial institutions for loan processing, insurance carriers for policy issuance, credit reporting agencies, and law enforcement when required by law.
We implement industry-standard security measures including encryption, secure servers, access controls, and regular security audits to protect your information from unauthorized access, disclosure, or destruction.
You have the right to access, correct, or delete your personal information. You can opt-out of marketing communications at any time. Contact us at info@wealthadvancepath.com or (740) 503-0084 to exercise these rights.
We use cookies and similar technologies to enhance your browsing experience, analyze website traffic, and personalize content. You can control cookie settings through your browser.
Our services are not directed to individuals under 18. We do not knowingly collect personal information from children.
We may update this privacy policy periodically. We will notify you of significant changes via email or prominent notice on our website.
For privacy-related questions or concerns, contact us at:
Phone: (740) 503-0084
Email: info@wealthadvancepath.com