Authentic Counsel, LLC DBA WealthBuilders Investments (“WealthBuilders Investments,” “we,” “us,” or “our”) is a registered investment adviser with the U.S. Securities and Exchange Commission. We respect your privacy and are committed to protecting the personal information you share with us. This Privacy Policy explains what information we collect through this website, how we use and share it, and the choices and rights you have. By using this website or submitting a request through it, you agree to the practices described here.
Information We Collect
We may collect the following categories of information:
- Information you provide directly — when you request the Pro-Values Investing Guide or otherwise contact us, we collect your first and last name, email address, and phone number, along with anything else you choose to share.
- Identifiers & device data — IP address, browser and device type, operating system, and referral information, collected automatically.
- Internet & site activity — pages viewed, links clicked, the page you landed on, the page that referred you, and how you interact with the website.
- Advertising identifiers — advertising click identifiers (such as Google gclid, gbraid, and wbraid, and Meta fbclid), Meta browser cookies (_fbc, _fbp), and campaign parameters (UTM tags) that tell us which ad or source referred you.
- Approximate location — derived from your IP address.
- Financial information (clients only) — if you engage us as an advisory client, we collect nonpublic personal and financial information (such as investment objectives, account, and income information) as needed to provide advisory services. That information is governed by our separate client privacy notice delivered under the Gramm-Leach-Bliley Act (GLBA), not by this website policy.
How We Collect It
We obtain information directly from you, automatically through cookies, pixels, and similar technologies as you use the site, and from service providers and advertising partners who help us operate the site and our marketing.
How We Use Your Information
- To respond to your request and deliver the Pro-Values Investing Guide;
- To contact you about your financial goals and our services (by email, phone, or text where you have consented);
- To provide, personalize, and improve our services and your experience;
- To send marketing communications (you can opt out at any time — every email includes unsubscribe instructions; reply STOP to any text);
- To deliver and measure advertising, including retargeting;
- To maintain the security and integrity of our website;
- To comply with legal and regulatory obligations and support a business transfer.
How We Share Your Information
We do not sell your personal information for money. We may disclose it to:
- Service providers and contractors — for example, our customer-relationship and lead-management platform, email, hosting, and form-delivery providers — who process information on our behalf and are contractually limited in how they may use it;
- Advertising and analytics partners such as Google and Meta, to deliver and measure ads and retargeting. Under some state laws, this use of advertising cookies and pixels may be considered a “sale” or “sharing” of personal information for cross-context behavioral advertising. You can opt out as described in “Your Privacy Rights” below;
- Professional advisers and successors in the event of a merger, acquisition, financing, or sale of assets;
- Authorities or others when required by law or to protect our rights, safety, or property.
Cookies & Tracking Technologies
We use cookies, tags, and pixels — including Google Tag Manager, Google Analytics, Google Ads, and the Meta Pixel — to personalize your experience, understand site usage, and support advertising. We use retargeting through networks such as Google and Meta to show you relevant ads after you leave our site. You can control cookies through your browser settings and opt out of personalized advertising through the partners' tools (for example, Google Ads Settings and Meta's ad preferences) and industry tools at the Digital Advertising Alliance (optout.aboutads.info) and the Network Advertising Initiative (optout.networkadvertising.org).
Analytics
We use analytics services such as Google Analytics to collect aggregated, largely de-identified data about how visitors use the site. You can opt out using Google's browser add-on at tools.google.com/dlpage/gaoptout.
Text Messaging (SMS) Consent
If you provide your phone number and opt in, we may contact you by text about your inquiry, appointments, and offers. Consent to receive marketing texts is not a condition of any purchase or service. Message frequency varies; message and data rates may apply. Reply STOP to unsubscribe or HELP for help at any time. Carriers are not liable for delayed or undelivered messages.
Data Retention
We retain personal information for as long as reasonably necessary for the purposes described in this policy, unless a longer retention period is required or permitted by law.
Your Privacy Rights
Depending on where you live, you may have the right to access, correct, delete, or receive a portable copy of your personal information; to opt out of the sale or sharing of your personal information and of targeted advertising; and to limit the use of sensitive personal information. Residents of California, Colorado, Connecticut, Montana, Oregon, Texas, Utah, and Virginia, among other states with comprehensive privacy laws, may have some or all of these rights. We will not discriminate against you for exercising them.
Do Not Sell or Share My Personal Information / Opt Out of Targeted Advertising. To opt out of our use of advertising cookies and pixels for cross-context behavioral advertising, email us at info@wealthbuilders.net with “Privacy Request” in the subject line, and use the partner and industry opt-out tools listed under “Cookies & Tracking Technologies.”
Global Privacy Control. We recognize and honor the Global Privacy Control (GPC) browser signal as a valid request to opt out of the sale/sharing of personal information for the browser sending it.
To exercise any of these rights, email info@wealthbuilders.net. We will verify your request and respond within the timeframes required by applicable law. If we deny your request, you may appeal by replying to our response; if you have concerns about our handling of your appeal, you may contact your state attorney general.
Financial Privacy (GLBA)
As an SEC-registered investment adviser, our handling of clients' nonpublic personal information is governed by the Gramm-Leach-Bliley Act and our separate client privacy notice, which we provide at the start of an advisory relationship and annually thereafter. We do not sell client information and share it only as needed to service your account or as permitted by law.
Data Security
We maintain commercially reasonable physical, electronic, and procedural safeguards — including secure passwords, encrypted storage, and a secure office environment — to protect your information. However, no method of transmission over the internet is completely secure, and we cannot guarantee absolute security.
Children's Privacy
This website is intended for adults and is not directed to children under 18, and we do not knowingly collect their information. If we learn we have collected information from a child, we will delete it promptly.
Third-Party Websites
Our site may link to third-party websites. We are not responsible for their privacy practices, and a link does not imply our endorsement.
Changes to This Policy
We may update this Privacy Policy from time to time. Changes are effective when posted, and your continued use of the site constitutes acceptance of the updated policy.
Contact Us
If you have questions about this Privacy Policy or our privacy practices, or to exercise a privacy right, contact us at:
This Privacy Policy is provided for general informational purposes and is not legal advice.