Privacy Policy


Privacy Policy – Last updated January 1, 2024.

The Wealth Quorum®, LLC respects your privacy and recognizes the importance of protecting your personal information. This notice explains how we collect information based on your interactions with our website (mobile sites and applications) and digital ads on websites or on social media platforms. Capitalized terms used but not defined in this Privacy Policy have the meanings given to them in the Terms and Conditions of Use (the “Terms”).

Our Privacy Policy applies to information we collect when you use and any other websites that are owned and/or controlled by us (collectively, the “Website”). Our Privacy Policy is designed to assist you in understanding how the Wealth Quorum®, LLC (“Company”, “we,” or “us”) collects and uses the personal information you (sometimes referred to individually as “User” or collectively as “Users”) provide to us and to assist you in making informed decisions when using our Website and our products and services. By accessing or using the Website, you agree to be bound by this Privacy Policy and the Terms for which this Privacy Policy is incorporated by reference.

Our Practices and Your Consent

By using our Website, you consent to the collection and use of information by us as set forth in this Privacy Policy. This Privacy Policy, however, does not cover information that you submit on other websites, even if we communicate with you on those sites. For example, if you post something on Facebook, Twitter, or LinkedIn, that information is governed by the privacy policies on those websites, and is not governed by this policy.

How We May Modify This Privacy Policy

We reserve the right to change the terms, conditions, and notices under this Privacy Policy at any time, for any reason, and without notice. Such modifications shall be deemed effective immediately upon posting of the modified terms. The latest version of this Privacy Policy will be posted on the Website, and you are responsible for regularly reviewing this Privacy Policy, because your continued use of the Website after a posted change in this Privacy Policy will constitute your acceptance of and agreement to such changes. If, at any time, you do not wish to accept this Privacy Policy, you should immediately discontinue any use of the Website. Any terms and conditions proposed by you which are in addition to or which conflict with this Privacy Policy are expressly rejected by us and shall be of no force or effect.

What Information Do We Collect?

When you visit our Website you may provide us with two types of information: (i) Personal Information you knowingly choose to disclose that is collected on an individual basis and (ii) information collected on an aggregate basis as you and others browse our Website. “Personal Information” is information that can be used to identify you (whether alone or in combination) such as your first and last name, email address, zip code/post code, billing address and any other information you choose to provide.

We may engage third parties, such as Google’s Analytics to provide analytics about the use of our Website. These entities may use cookies, web beacons, pixels, embedded scripts, and other technologies to automatically collect information about your use of the Website, such as your IP address, web browser, pages viewed, time spent on pages, links clicked and conversion information.

Email Information

If you choose to correspond with us through email, we may retain the content of your email messages together with your email address and our responses.

How Do We Use the Information That You Provide to Us?

We may use the information we collect for the following purposes:

  • To improve customer service: Information you provide helps us respond to your customer service requests and support needs more efficiently.
  • To personalize user experience: We may use information in the aggregate to understand how our Users as a group use the services and resources provided on the Website.
  • To improve our Website: We may use feedback you provide to improve our products and services.
  • To process payments: We may use the information Users provide about themselves when processing payments for our products and services. We do not share this information with outside parties except to the extent necessary to provide the service.
  • To send periodic emails: We may use the email address to send Users information and updates pertaining to their subscriptions or purchases. It may also be used to respond to their inquiries, questions, and/or other requests. If a User decides to opt-in to our mailing list, they will receive emails that may include company news, updates, related product or service information, etc. If at any time the User would like to unsubscribe from receiving future emails, we include detailed unsubscribe instructions at the bottom of each email or User may contact us via our Website.

Sharing Your Information

We may share your personal information with trusted third parties or our affiliates to:

  • Assist us in providing our services to you, including processing credit card payments and providing customer assistance; and
  • Compile statistics and reports regarding our audience and the users of the Website and our products and services.

Such third parties have access to personal information as needed to perform their functions, but they are not allowed to use it for other purposes.

We may disclose your personal information to third parties if we are involved in a merger, acquisition, or sale of any or all of our business and/or our assets to a third party, or if we have a good faith belief that disclosure is necessary to:

  • comply with applicable laws, regulations, legal process (such as a subpoena), or enforceable government request;
  • enforce the Terms, including investigation of potential violations of the Terms, or to detect, prevent, or otherwise address fraud, security, or technical issues; and
  • protect against harm to the rights, property, or safety of our company, our Users, or the public as required or permitted by law.

What Are Cookies?

A cookie is a very small text document, which often includes an anonymous unique identifier. When you visit a site, that site's computer asks your computer for permission to store this file in a part of your hard drive specifically designated for cookies. Each site can send its own cookie to your browser if your browser's preferences allow it.

Note that your browser settings may allow you to automatically transmit a “Do Not Track” signal to sites and online services you visit. There is no consensus among industry participants as to what “Do Not Track” means in this context. Like many websites and online services, we currently do not alter our practices when we receive a “Do Not Track” signal from a visitor’s browser. To find out more about “Do Not Track,” you may wish to visit:

How Do We Use Information We Collect from Cookies?

As you browse or use our Website, the Website uses its cookies to differentiate you from other clients so your account information is only available to you. In some cases, we may use cookies to prevent you from seeing unnecessary advertisements or requiring you to log in more than is necessary for security. Cookies, in conjunction with our Website server’s log files, allow us to calculate the aggregate number of people visiting our Website and which parts of the Website are most popular. This helps us gather feedback in order to constantly improve our Website and better serve our customers. Cookies do not allow us to gather any personal information about you and we do not generally store any personal information that you provided to us in your cookies.

Notice of New Services and Changes

Occasionally, we may also use the information we collect to notify you about important changes to our Website, new services and special offers we think you will find valuable. As our clients, you will be given the opportunity to notify us of your desire not to receive these offers by sending us an email at the address listed below.


Our Website is intended for a general audience over 18 years of age and not directed to children under 13 years of age. Users must be over 18 years of age to use this Website. We do not intend to collect personal information as defined by the U.S. Children’s Privacy Protection Act (“COPPA”) (“Children’s Personal Information”) in a manner that is not permitted by COPPA, and for any children’s or mixed-use portions of our Website (if any) we will comply with COPPA. If you are a parent or guardian and believe we have collected Children’s Personal Information in a manner not permitted by COPPA, please contact us by sending a letter to the address listed below (Attention: Legal) and we will remove such data to the extent required by COPPA.

Data Security

International Visitors

The Website is hosted and operated in the United States and is intended to be used by United States persons. By using the Site, you are consenting to the transfer of your personal information to the United States. If you are not in the United States, please note that the transfer of your personal information to the United States may not have the same level of protection as data protection laws in your home jurisdiction, and you are permitting the use of your personal information in accordance with this Privacy Policy.

Third Party Websites

The Website may contain links to other websites, including those of third parties or business partners. While we seek to link only to websites that share our high standards and respect for privacy, we cannot be responsible for the privacy practices other websites use. By accessing other third party websites or applications through the Website, you are consenting to the terms and privacy policies of those websites. It is possible that other parties may collect personally identifiable information about your online activities over time and across different web sites when you use the Website.

Contact Us

We are always interested in what our clients have to say. If you have any questions or concerns about this Privacy Policy, please feel free to call us at 212-655-9831 or 800-655-0361 or email us at: [email protected] or reach us by mail at: The Wealth Quorum®, LLC, 48 Wall Street, Floor 11, New York, NY 10005.

We take reasonable steps to have physical, electronic and procedural safeguards in place to help protect your personal information. This may include, in appropriate circumstances, use of Transport Layer Security (“TLS”) encryption. Unfortunately, no data transmission over the Internet can be guaranteed to be 100% secure. As a result, while we strive to protect your personal information, we cannot guarantee or warrant the security of any information collected through our Website.