Privacy Policy

Effective Date: March 2025

Legacy W Solutions, LLC (“Legacy W Solutions,” “we,” “our,” or “us”) respects your privacy. This Privacy Policy explains how we collect, use, share, and protect your information when you visit our website, reserve a seat for our masterclass, submit a form, communicate with us, or interact with any of our services, offers, programs, or digital properties.

By using this website or submitting your information through our forms, you agree to the terms of this Privacy Policy.

1. Information We Collect

We collect information that you voluntarily provide when you interact with our website, reserve a seat for a masterclass, request information, complete an application, schedule a call, or communicate with our team.

This may include:

  • Your full name
  • Your email address
  • Your phone number
  • Your capital or funding goal
  • Your business goals, financial goals, or other information you choose to submit
  • Information related to your interest in credit strategy, capital access, entity structure, business funding, or related services
  • Any messages, questions, or responses you submit through our website, forms, calls, SMS, email, or other communication channels

2. Information Collected Automatically

When you visit our website, certain information may be collected automatically through cookies, pixels, analytics tools, browser data, and similar technologies. This may include your IP address, browser type, device type, pages visited, time spent on the website, referral source, general location data, and actions taken on the website.

This information helps us understand how visitors use our website, improve user experience, measure marketing performance, and optimize our content, offers, and advertising.

3. How We Use Your Information

We may use your information for the following purposes:

  • To reserve your seat for a masterclass, webinar, consultation, or event
  • To send confirmations, reminders, access details, and follow-up communications
  • To respond to your questions, requests, or inquiries
  • To evaluate your stated capital goals, business interests, or service needs
  • To provide information about our services, programs, offers, and resources
  • To deliver educational content related to credit strategy, funding, capital access, entity structure, lender access, and wealth operations
  • To personalize your experience with our website and communications
  • To improve our website, marketing, customer experience, and business operations
  • To detect, prevent, or address fraud, abuse, security issues, or unauthorized activity
  • To comply with legal, regulatory, or contractual obligations

4. Email, Phone, and SMS Communications

When you submit your contact information, you may receive emails, phone calls, and text messages from Legacy W Solutions related to your inquiry, event registration, masterclass access, reminders, updates, offers, or related business communications.

If you provide your phone number, you agree that we may contact you by call or SMS, including through automated systems, where permitted by law. Message and data rates may apply. You may opt out of SMS communications at any time by replying STOP. You may also reply HELP for assistance, where available.

You may unsubscribe from marketing emails by clicking the unsubscribe link included in our emails or by contacting us directly.

5. How We Share Your Information

We do not sell your personal information. We may share your information only when necessary to operate our business, provide our services, communicate with you, process requests, or comply with legal obligations.

We may share information with:

  • Website hosting and funnel platforms
  • Email and SMS communication providers
  • Customer relationship management systems
  • Scheduling platforms
  • Payment processors, where applicable
  • Analytics and advertising platforms
  • Contractors, consultants, or service providers who support our operations
  • Legal, compliance, or regulatory parties when required by law

These third parties are only authorized to use your information as necessary to provide services to us or as legally required.

6. Cookies, Pixels, and Tracking Technologies

Our website may use cookies, tracking pixels, tags, and similar technologies to improve performance, remember preferences, analyze visitor behavior, and measure advertising effectiveness.

These tools may help us understand which pages visitors view, which buttons they click, how they arrived on the website, and whether our marketing campaigns are effective. You can adjust your browser settings to refuse cookies, but some parts of the website may not function properly if cookies are disabled.

7. Advertising and Retargeting

We may use advertising platforms to promote our services, masterclasses, events, or resources. These platforms may use cookies, pixels, or similar tools to show relevant ads based on your interaction with our website or content.

You may be able to control certain advertising preferences directly through your browser settings or the settings provided by the relevant advertising platform.

8. Data Security

We take reasonable administrative, technical, and organizational measures to protect your personal information from unauthorized access, misuse, loss, disclosure, alteration, or destruction.

However, no method of transmission over the internet or electronic storage is completely secure. We cannot guarantee absolute security, but we work to protect your information using reasonable safeguards.

9. Data Retention

We retain your personal information for as long as necessary to fulfill the purposes described in this Privacy Policy, provide services, maintain business records, resolve disputes, enforce agreements, and comply with legal obligations.

When your information is no longer needed, we may delete, anonymize, or securely store it according to our business and legal requirements.

10. Your Privacy Choices

Depending on your location and applicable law, you may have the right to request access to the personal information we hold about you, request corrections, request deletion, opt out of marketing communications, or limit certain uses of your information.

To exercise your privacy choices, contact us using the details listed at the bottom of this policy.

11. Third-Party Websites and Tools

Our website may contain links to third-party websites, tools, payment platforms, scheduling platforms, webinar platforms, or other external services. We are not responsible for the privacy practices, policies, security, or content of third-party websites.

We encourage you to review the privacy policies of any third-party websites or services you use.

12. Financial and Business Information Disclaimer

Legacy W Solutions provides education, strategy, and business-related information concerning capital strategy, credit architecture, entity structure, lender access, and related topics. Information you submit through our website may help us understand your goals and interests, but submitting information does not guarantee funding, approval, lending outcomes, credit results, financial performance, or business success.

We do not use this website to collect sensitive financial account login credentials, full Social Security numbers, or banking passwords. You should not submit highly sensitive personal or financial information through general website forms unless specifically requested through a secure and appropriate channel.

13. Children’s Privacy

Our website and services are intended for adults and business operators. We do not knowingly collect personal information from children under the age of 13. If we become aware that we have collected personal information from a child under 13, we will take reasonable steps to delete that information.

14. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our business, services, technology, legal requirements, or privacy practices. When we update this policy, we will revise the effective date at the top of this page.

15. Contact Us

If you have questions about this Privacy Policy, your personal information, or our privacy practices, please contact us:

Legacy W Solutions, LLC
Email: [email protected]
Phone: +1 (678) 571-2268
Address: Florida, United States