Your information,
handled carefully.

Last updated: August 24, 2026

Anchored Wealth Solutions ("we," "us," "our") respects your privacy. This policy explains what information we collect through anchoredws.com and our related landing pages and social channels, why we collect it, and how it's handled.

Information we collect

We collect information you choose to give us directly, such as when you:

• Fill out a contact form or a lead form on this site (name, email, phone number, and any message you include)
• Request a free resource, such as the Homeowner Legacy Guide or Legacy Folder
• Comment on or message us through our social media accounts (such as Instagram), including your username and the content of your comment or message
• Schedule a consultation through our calendar booking link

We do not knowingly collect sensitive financial account numbers, Social Security numbers, or similar identifiers through these forms. That information, if ever needed, is only ever collected through a secure, direct conversation with an advisor — never through this website.

How we use your information

We use the information you provide to:

• Respond to your inquiry and send the resource or information you requested
• Schedule and prepare for consultations
• Maintain a record of client and prospective client communications
• Improve our services and the content on this site

We do not sell your personal information to third parties.

How your information is stored and processed

Form submissions are processed through a workflow automation platform and stored in a secured spreadsheet accessible only to our team. Email communications are sent through our business email provider. These third-party service providers process data on our behalf and are not authorized to use it for their own marketing purposes.

Social media and Instagram

If you comment a keyword on one of our Instagram posts or message us on Instagram, we may use automated tools to reply to your comment and/or send you a direct message containing the resource you requested. Your interaction with our account is also subject to Instagram's and Meta's own privacy policies.

Cookies and analytics

This site does not currently use advertising or cross-site tracking cookies. Our hosting provider may collect standard technical logs (such as IP address and browser type) for security and performance purposes, consistent with typical web hosting practices.

Your choices

You can ask us to stop contacting you, correct your information, or delete your information from our records at any time by emailing info@anchoredws.com. We will honor reasonable requests as quickly as we're able.

Children's privacy

Our services are directed at adults. We do not knowingly collect information from anyone under the age of 18.

Changes to this policy

We may update this policy from time to time as our services or practices change. The "Last updated" date above reflects the most recent revision.

Contact us

If you have questions about this policy or how your information is handled, contact us at info@anchoredws.com.