Last updated: March 2026
We collect information you provide directly to us, such as when you fill out a contact form, create an account, schedule a consultation, or communicate with us. This may include your name, email address, phone number, and financial information relevant to the advisory services we provide.
We use the information we collect to provide, maintain, and improve our financial advisory services, communicate with you about your accounts and our services, respond to your inquiries, and comply with legal and regulatory obligations.
We do not sell your personal information to third parties. We may share your information with service providers who assist us in operating our business (such as our CRM, financial planning software, and email service providers), and as required by law or regulatory authorities.
We use the following third-party service providers to operate our website and deliver services. Your data may be processed by these providers in accordance with their respective privacy policies:
You have the right to request deletion of your personal data stored in our systems. To make such a request, contact us at jordan@hydelegacygroup.com.
We implement industry-standard security measures to protect your personal and financial information, including encryption in transit and at rest, multi-factor authentication, and regular security assessments.
You have the right to access, correct, or delete your personal information. To exercise these rights, please contact us at jordan@hydelegacygroup.com.
If you have questions about this privacy policy, please contact us at jordan@hydelegacygroup.com or (210) 269-2853.
Reviews are voluntarily provided and not compensated. They may not be representative of all client experiences. Past performance and client satisfaction do not guarantee future results. Advisory services offered through Wealth Watch Advisors, Inc., a registered investment adviser.