Privacy Policy
Effective Date: 6/23/25
Excel Wealth LLC ("we," "us," or "our") is committed to protecting the privacy and security of your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you interact with us, including through our website, communications, and services.
We may collect personal information that you voluntarily provide to us, including but not limited to:
Name
Email address
Phone number
Financial information (as needed for services)
Any other information you choose to share with us
We use your information to:
Provide and manage our financial services
Respond to your inquiries and communicate with you
Send administrative information such as updates and notices
Comply with legal obligations
Improve our services and client experience
We do not sell, rent, or lease your personal information. We may share your information only in the following circumstances:
With service providers who assist in business operations (e.g., IT, compliance)
As required by law, legal process, or regulatory authorities
To protect our rights, privacy, safety, or property, and that of our clients
We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, use, or disclosure.
You may choose to limit or opt out of certain communications by contacting us directly. You may also request to update or delete your personal information, subject to legal and regulatory obligations.
Our website or communications may contain links to third-party websites. We are not responsible for the privacy practices or content of those third parties.
We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date.
If you have any questions or concerns regarding this Privacy Policy or our data practices, please contact:
Joseph McNally
Excel Wealth LLC
Email: jmac5512@gmail.com
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