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WealthTec®
Technology Solutions for Financial & Estate Planning

WealthTec Privacy Policy
We Value and Protect Your Privacy

WealthTec is committed to protecting the privacy of our customers and visitors. In order to provide a safe, secure experience, we will make every effort to ensure that the information you give us remains private. 

Safeguarding of Personal Information

The WealthTec® Suite Demo Serial Number Request form requires visitors and customers to provide valid contact information (such as name and e-mail address). We use this information internally to contact individuals when necessary (e.g., for billing, technical support and product update notification purposes), as well as to send promotional material. WealthTec does not share, sell or distribute your contact information.

Contact Information

If you have any questions about our services or privacy statement please contact us.
 

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