Old. New. True Wealth Privacy Policy

Last updated October 28, 2025

At True Wealth, we value your privacy and are committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard the information you provide when subscribing to our newsletter, visiting our website, or engaging with our brand. This Policy applies to residents of the United States. If you are a resident of California or other states with comprehensive privacy laws, please see the "State-Specific Privacy Rights" section below for additional information.

1. Information We Collect

We collect information in the following categories:

• Personal Information: Such as your name, email address, and any other information you voluntarily provide when subscribing, responding to our communications, or interacting with our services.
• Usage Information: Including your IP address, browser type, device information, and activity on our website, collected through cookies, web beacons, or analytics tools.

We do not knowingly collect personal information from children under the age of 13. If we learn that we have collected such information without verifiable parental consent, we will delete it promptly.

2. How We Use Your Information

We use the information we collect for the following purposes:

• To send you periodic emails, newsletters, and updates related to True Wealth, including educational content, events, and promotional offers.
• To improve our website, content, and communication experience, including through analytics and personalization.
• To respond to your inquiries and provide customer support.
• To comply with applicable laws, regulations, legal processes, or enforceable government requests.

We do not sell, rent, or trade your personal information to third parties for their marketing purposes. We may share your information with service providers as described in Section 5, or as required by law.

3. Email Communications & Unsubscribe

By subscribing, you consent to receive marketing, educational, and transactional communications from True Wealth via email.

You can unsubscribe from marketing communications at any time by clicking the “Unsubscribe” link in any email we send or by contacting us directly at info@nathanbarkocy.com. We will honor unsubscribe requests within 10 business days, as required by law. Note that even if you unsubscribe from marketing emails, we may still send you transactional or administrative communications (e.g., related to your account or legal notices).

All commercial emails from us will include a valid physical postal address as required by the CAN-SPAM Act.

4. Data Protection and Retention

We implement reasonable industry-standard security measures, such as encryption and access controls, to protect your data from unauthorized access, disclosure, alteration, or misuse. While no method of transmission over the Internet or electronic storage is 100% secure, we take all reasonable precautions to safeguard your personal information.

We retain your personal information only for as long as necessary to fulfill the purposes outlined in this Policy, comply with legal obligations, resolve disputes, or enforce our agreements—typically no longer than 7 years after your last interaction with us, unless a longer period is required by law.

5. Sharing with Third Parties

We may share your information with trusted third-party service providers (such as GoHighLevel, ConvertKit, or Mailchimp) solely to perform functions on our behalf, including email delivery, analytics, hosting, and marketing support. These providers are contractually obligated to protect your information in compliance with applicable data protection laws and to use it only for the specified purposes.

We may also disclose your information if required by law, to protect our rights or the safety of others, or in connection with a business transaction (e.g., merger or acquisition), in which case we will require the receiving party to maintain similar privacy protections.

We do not share your information with third parties for cross-context behavioral advertising or targeted advertising without your consent.

6. Cookies and Tracking

Our website may use cookies, web beacons, and similar tracking technologies to enhance your browsing experience, measure engagement, and deliver personalized content.

You can manage or disable cookies through your browser settings, though doing so may limit some website features. We honor Do Not Track (DNT) signals where technically feasible and required by law.

For more details on our use of analytics tools (e.g., Google Analytics), please refer to their respective privacy policies.

7. Your Rights

Depending on your location and applicable laws, you may have the following rights regarding your personal information:

• Access or obtain a copy of your personal data.
• Correct inaccurate or incomplete personal data.
• Request deletion of your personal data (subject to certain exceptions, such as legal obligations).
• Withdraw consent for processing, including marketing communications.
• Opt out of the sale or sharing of your personal data (though we do not sell or share for targeted advertising).

To exercise these rights, contact us at info@nathanbarkocy.com. We will respond to verifiable requests within the timeframes required by law (e.g., 45 days under CCPA). We do not discriminate against you for exercising your rights.

8. State-Specific Privacy Rights

If you are a resident of California (under the California Consumer Privacy Act, as amended by the California Privacy Rights Act), Virginia (under the Virginia Consumer Data Protection Act), Colorado (under the Colorado Privacy Act), Connecticut (under the Connecticut Data Privacy Act), or other states with similar laws, you may have additional rights, including:

• The right to know the categories of personal information collected, disclosed, or sold.
• The right to limit the use of sensitive personal information (we do not collect sensitive information as defined under these laws).
• The right to opt out of automated decision-making or profiling (we do not engage in such activities).

For California residents: In the past 12 months, we have collected the categories of personal information described in Section 1 and disclosed them to service providers as described in Section 5 for business purposes. We have not sold or shared personal information for cross-context behavioral advertising.

To make a request under these laws, use the contact information in Section 9. We may require verification of your identity.

9. International Data Transfers

If you are accessing our services from outside the United States, please note that your information may be transferred to, stored, and processed in the United States, where our servers and third-party providers are located. By using our services, you consent to such transfers.

10. Updates to This Policy

We may update this Privacy Policy periodically to reflect changes in our practices, technology, or legal requirements. Updates will be posted on our website with a revised “Last Updated” date. We encourage you to review this Policy regularly. Continued use of our services after changes constitute acceptance of the updated Policy.

11. Contact Us

If you have any questions about this Privacy Policy or how your information is handled, please contact: