Welk Advisory

Privacy Policy

Last updated: April 20, 2026

Welk Advisory ("we," "us," or "our") respects your privacy. This policy explains what information we collect, how we use it, and what choices you have.

Information we collect

  • Contact information you provide through our website, chat widget, or via email, including your name, email address, phone number, and the message you send us.
  • Website usage data such as pages visited, referring site, browser type, and approximate location derived from your IP address.
  • Communication records, copies of calls, SMS messages, and emails exchanged with us for the purpose of servicing your inquiry.

How we use your information

  • To respond to your inquiry and deliver services you request.
  • To send transactional messages such as appointment confirmations or follow-ups directly related to your inquiry.
  • To improve our website and services.
  • To comply with legal obligations.

How we share information

We do not sell or rent your personal information. We share information only with:

  • Service providers we use to operate our business (for example, our CRM, email provider, calendar software, and SMS platform). These providers are bound by contractual confidentiality obligations.
  • Law enforcement or regulators where required by law.

Mobile information will not be shared with third parties or affiliates for marketing or promotional purposes. Consent for SMS messaging is not shared with third parties.

SMS messaging

If you provide your mobile number, we may send SMS messages related to your inquiry. Message and data rates may apply. Reply STOP at any time to opt out, or HELP for assistance. See our SMS policy for full details.

Your choices

  • You may request access, correction, or deletion of your personal information by emailing [email protected].
  • You may opt out of SMS at any time by replying STOP.
  • You may unsubscribe from email by clicking the unsubscribe link in any message.

Data retention

We keep your information only as long as necessary to serve your inquiry, comply with legal obligations, or resolve disputes.

Children

Our services are intended for business use by adults. We do not knowingly collect information from children under 13.

Changes to this policy

We may update this policy from time to time. We will post the revised version on this page with an updated date.

Contact

Questions? Email [email protected].