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Privacy Policy

Last updated: May 6, 2025

1. Information We Collect

When you submit an inquiry through our contact form, we collect the information you provide — your name, company name, email address, and message. We do not collect payment information directly; payments are processed by third-party payment processors.

2. How We Use Your Information

We use the information you provide to:

  • Respond to your inquiry and deliver the requested report or service
  • Communicate with you about your engagement
  • Send follow-up communications related to your service (with your consent)

3. Information Sharing

We do not sell, trade, or rent your personal information to third parties. We may share your information with service providers who help us operate our business (such as email delivery services), subject to confidentiality obligations.

4. Data Retention

We retain your contact information for as long as necessary to fulfill the purpose for which it was collected, or as required by law. You may request deletion of your information at any time by contacting us.

5. Cookies and Analytics

This site may use basic analytics to understand traffic patterns. No personally identifiable information is collected through analytics tools. We do not use advertising cookies.

6. Your Rights

You have the right to access, correct, or delete the personal information we hold about you. To exercise these rights, contact us at maxwexley@wexadvisory.com.

7. Contact

Questions about this policy? Reach us at maxwexley@wexadvisory.com.