Privacy Policy

Effective Date: 1/28/2025

Total Wealth Group LLP Privacy Policy

At Total Wealth Group LLP (“we,” “our,” or “us”), we are committed to protecting your privacy and ensuring transparency regarding how we collect, use, and share your information. This Privacy Policy explains how we handle your personal information, including any data shared with our affiliate, Total Wealth Services, our Registered Investment Advisor (RIA) firm.

1. Information We Collect

We may collect the following types of information:

• Personal Information: Name, email address, phone number, mailing address, and other contact details.
• Financial Information: Income details, investment history, and other relevant financial data necessary for providing advisory and tax-related services.
• Business Information: Company details, tax identification numbers, and financial statements for business advisory services.
• Website & Communication Data: Information collected when you visit our website, including cookies, IP addresses, and analytics data.
• Third-Party Information: Data obtained from affiliates, partners, and service providers necessary for financial planning and investment advisory services.

2. How We Use Your Information

We use the information we collect for the following purposes:

• To provide financial, tax, and business advisory services.
• To communicate with you about your accounts, updates, or services we offer.
• To process transactions and manage your engagement with us.
• To comply with legal, regulatory, and contractual obligations.
• To improve our website, services, and customer experience.

3. Information Sharing & Disclosure

We do not sell, rent, or trade your personal information. However, we may share your information under the following circumstances:

• With Our Affiliate, Total Wealth Services:
  • We share relevant financial and personal information with Total Wealth Services, our RIA firm, to provide integrated financial planning, investment, and advisory services.
• With Third-Party Service Providers:
  • We may share data with trusted third-party providers who assist us in providing our services, such as tax preparation, investment management, legal compliance, and cloud-based software solutions.
• For Legal & Compliance Purposes:
  • We may disclose information when required by law, regulation, or legal process to comply with government or regulatory agencies.

4. Your Choices & Rights

You have the right to:

• Request access to the personal data we hold about you.
• Update or correct inaccurate personal information.
• Opt out of marketing communications at any time.
• Withdraw consent for certain types of data processing.

To exercise any of these rights, please contact us at [Insert Contact Email].

5. SMS & Electronic Communications

By providing your contact information or engaging with us, you agree to receive SMS messages and emails from Total Wealth Group LLP. Message frequency may vary, and message/data rates may apply. You can opt out of SMS communications at any time by replying STOP.

6. Data Security

We implement reasonable security measures to protect your information. However, no system is entirely secure, and we encourage you to take precautions when sharing sensitive information online.

7. Updates to This Privacy Policy

We may update this Privacy Policy periodically. Any changes will be posted on our website, and we encourage you to review this policy regularly.

8. Contact Information

If you have any questions about this Privacy Policy or how we handle your data, please contact us at:

Total Wealth Group LLP
4165 E Thousand Oaks Blvd STE# 355 Westlake Village, CA 91362
(213)-523-7004
hello@totalwealthgroup.com

By using our services, you acknowledge that you have read and understood this Privacy Policy.