At Vital Wealth, we are committed to protecting client information. We collect personal data, including email addresses, phone numbers, mailing addresses, and information necessary for tax-related services. This information is used strictly for communication and tax services. We do not share client data except with other professionals, and only with full client knowledge and consent, to ensure the best possible tax, investment, and protection strategies.
To safeguard client data, we maintain secure servers, access controls, and data retention policies. We retain client information for the duration of the client relationship and for five years after termination of services. Clients can opt out of SMS communications at any time by replying STOP to any message. We send both transactional messages, such as tax updates and appointment reminders, as well as marketing messages, including special offers and service updates.
For privacy concerns or data removal requests, clients can contact us at hello@vitalwealth.com or call 563-243-2300. Any changes to this disclaimer will be posted on our website. Vital Wealth follows IRS privacy and data retention requirements to ensure the highest level of client data protection.