Privacy Policy
Effective Date: August 4, 2026
Vital Wealth (“Vital Wealth,” “we,” “our,” or “us”) respects your privacy and is committed to protecting the personal information you provide through our website.
This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or interact with us online. By using this website, you agree to the practices described in this Privacy Policy.
Contact Information
Vital Wealth
132 6th Ave S
Clinton, IA 52732
Phone: (563) 243-4000
If you have questions regarding this Privacy Policy or our privacy practices, please contact us using the information above.
Information We Collect
We may collect information you voluntarily provide, as well as information collected automatically through your use of our website.
Information You Provide
You may voluntarily provide information when you:
- Complete a contact form
- Schedule a consultation
- Subscribe to newsletters or other communications
- Request information about our services
- Communicate with us by email or other electronic means
This information may include:
- Name
- Email address
- Phone number
- Company name
- Information you include in your message
- Any other information you choose to provide
Please avoid submitting sensitive personal information (such as Social Security numbers, account numbers, or tax documents) through website forms unless specifically requested through a secure process.
Information Collected Automatically
When you visit our website, certain information may be collected automatically, including:
- IP address
- Browser type
- Operating system
- Device information
- Pages viewed
- Time spent on pages
- Referral source
- Date and time of visits
- Clickstream information
This information helps us improve website performance, security, and user experience.
Cookies and Similar Technologies
Our website uses cookies and similar technologies to:
- Remember user preferences
- Improve website functionality
- Analyze website traffic
- Measure website performance
- Enhance the user experience
Most browsers allow you to control or disable cookies through browser settings. Disabling cookies may affect certain website functionality.
Analytics and Tracking Technologies
We may use third-party analytics and marketing technologies to better understand website usage and improve our services.
These tools may collect information regarding:
- Website traffic
- User interactions
- Device information
- Browser information
- Approximate geographic location
- Referral sources
These providers may use cookies, pixels, or similar technologies in accordance with their own privacy policies.
How We Use Your Information
We may use your information to:
- Respond to inquiries
- Schedule consultations
- Provide requested information
- Deliver newsletters or marketing communications (where permitted by law)
- Improve our website and services
- Monitor website performance
- Protect against fraud or unauthorized activity
- Comply with legal and regulatory obligations
- Maintain business records
Email Communications
If you subscribe to our communications or otherwise provide your email address, we may send you updates, educational content, or information about our services.
You may unsubscribe from marketing emails at any time by following the unsubscribe instructions included in those communications. Transactional or service-related communications may still be sent when necessary.
How We Share Information
We do not sell your personal information.
We may share information with trusted third-party service providers who perform services on our behalf, such as:
- Website hosting providers
- Email service providers
- Customer relationship management (CRM) platforms
- Analytics providers
- Appointment scheduling platforms
- Technology vendors
These providers receive information only as necessary to perform services for us and are expected to protect your information appropriately.
We may also disclose information:
- To comply with applicable laws or legal processes
- To protect our rights or property
- To prevent fraud or security threats
- In connection with a merger, acquisition, or sale of business assets
Data Security
We use reasonable administrative, technical, and physical safeguards designed to protect the personal information we collect.
However, no method of transmitting information over the Internet or storing electronic information is completely secure. Therefore, we cannot guarantee absolute security.
Data Retention
We retain personal information only for as long as reasonably necessary to:
- Fulfill the purposes described in this Privacy Policy
- Comply with legal or regulatory requirements
- Resolve disputes
- Enforce agreements
Third-Party Websites
Our website may contain links to third-party websites.
We are not responsible for the privacy practices or content of those websites. We encourage you to review the privacy policies of any third-party websites you visit.
Children’s Privacy
This website is not intended for children under the age of 13.
We do not knowingly collect personal information from children under 13. If we become aware that such information has been collected, we will take reasonable steps to delete it.
Your Privacy Rights
Depending on your state of residence, you may have certain rights regarding your personal information under applicable law.
These rights may include the ability to:
- Request access to your personal information
- Request correction of inaccurate information
- Request deletion of certain personal information
- Request information regarding how your information is used
- Exercise other rights available under applicable privacy laws
To exercise any applicable privacy rights, please contact us using the information provided above.
Do Not Track
Some web browsers offer a “Do Not Track” feature.
Because there is not currently a universally accepted standard for responding to Do Not Track signals, our website does not currently respond to them.
Changes to This Privacy Policy
We may update this Privacy Policy from time to time.
Any updates will be posted on this page with a revised Effective Date. Your continued use of the website after changes are posted constitutes your acceptance of the updated Privacy Policy.
Financial Services Disclaimer
This Privacy Policy applies only to information collected through this website.
Separate privacy notices may apply to individuals who become clients of Vital Wealth. Those notices will be provided as required by applicable law and may describe additional privacy practices relating to advisory services and client information.
Contact Us
If you have questions regarding this Privacy Policy or our privacy practices, please contact:
Vital Wealth
132 6th Ave S
Clinton, IA 52732
Phone: (563) 243-4000
Investment advisory services described on this Site are offered through Vital Capital LLC (“VC”), a registered investment adviser with the State of Iowa (CRD# 318147), also registered in California, Florida, Illinois, Pennsylvania, and Texas. VC is a separate legal entity from Lonergan Group LLC, which does business as Vital Wealth and provides financial planning, tax strategy, and insurance services. Prior to engaging investment advisory services, prospective clients will be provided with VC’s Form ADV Part 2A brochure, which describes VC’s services, fees, conflicts of interest, and other material information. A copy of the Form ADV is available on the SEC Investment Adviser Public Disclosure website or by contacting us directly.
