Privacy Policy
Effective Date: March 2026
Gateway Wealth Strategies (“we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information you share with us through this website.
Information We Collect
We may collect the following information when you voluntarily provide it:
- Name and email address (when you request a free chapter download)
- Phone number and scheduling preferences (when you request an appointment)
- Quiz responses (when you take the Retirement Readiness Assessment)
- Anonymized usage data including pages visited, referral source, and general device information
How We Use Your Information
- To deliver the content you requested (chapter download, gap report)
- To send follow-up educational emails about retirement planning
- To schedule and confirm appointment requests
- To improve our website and the resources we offer
- To comply with applicable regulations and legal obligations
Email Communications
When you provide your email address, you may receive a series of educational emails about retirement income planning. Every email includes an unsubscribe link. You can opt out at any time, and we will promptly honor your request.
Information Sharing
We do not sell, rent, or trade your personal information to third parties. We may share information with service providers who assist us in operating this website and delivering communications (such as email delivery services), but only to the extent necessary for those purposes.
Data Security
We implement reasonable technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. However, no method of transmission over the Internet is 100% secure.
Cookies and Tracking
This website may use cookies to maintain session state and track anonymous page views. We do not use third-party advertising cookies. IP addresses are hashed (anonymized) before storage and cannot be used to identify you personally.
Your Rights
You may request access to, correction of, or deletion of your personal information at any time by contacting us at the email address below.
Contact
For questions about this privacy policy or your personal data, please contact:
Gateway Wealth Strategies
Pittsburgh, PA
Email: [email protected]
Changes to This Policy
We may update this privacy policy from time to time. Any changes will be posted on this page with an updated effective date.