Effective Date: April 23, 2026
This Privacy Policy describes how Dynamic Wealth Strategies ("we," "us," or "our") collects, uses, and handles your personal information when you visit this website and submit your information through our opt-in form.
By submitting the form on this site, you acknowledge that you have read and understood this Privacy Policy.
When you submit the opt-in form on this website, we collect:
We do not collect sensitive personal information (such as Social Security numbers, financial account numbers, or health information) through this form.
When you opt in to receive SMS messages through this website, we collect and record your mobile phone number, the date and time you submitted the form, and the content of your consent (the SMS program you opted into).
This information is used solely to operate the SMS program you consented to.
Your mobile phone number is used only to send you messages related to the Dynamic Wealth Strategies SMS Program. Message frequency varies.
We use your mobile number to send you appointment reminders before scheduled calls or meetings, follow-up notifications after your consultation, and scheduling confirmations when you book, reschedule, or cancel a meeting. We do not send promotional or marketing text messages.
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. All the categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
We do not sell, rent, lease, or share your mobile phone number with any third party for SMS marketing purposes. Your mobile number is used exclusively within our organization and our CRM and messaging platform provider (GoHighLevel) for the purpose of sending you messages you have consented to receive.
You may opt out of receiving SMS messages at any time by replying STOP to any text message you receive from us. After opting out, you will receive one final confirmation message and no further messages will be sent.
You may also opt out by:
To request help or more information, reply HELP to any message or contact us at adam@plandynamicwealthinc.com.
We send SMS messages through GoHighLevel, our CRM and messaging platform. Your mobile phone number and opt-in consent record are stored in GoHighLevel's systems. GoHighLevel Privacy Policy
GoHighLevel does not sell your data and operates in compliance with applicable telecommunications regulations. Carriers (such as AT&T, Verizon, T-Mobile, and others) are not liable for delayed or undelivered messages.
We use the information you provide to contact you about the financial planning resources or consultation you requested, send you SMS messages you have consented to receive, schedule a call or meeting with Adam Tau or a member of our team, and understand your needs so we can determine whether our services may be a fit.
We do not sell your personal information to third parties. We do not use your information for any purpose unrelated to your inquiry or the SMS program you opted into.
To operate this website and manage your inquiry, we use the following third-party tools:
This website may use cookies and similar technologies to support site functionality. You can control or delete cookies through your browser settings.
We take reasonable administrative, technical, and physical measures to protect your personal information from unauthorized access, loss, misuse, or alteration. Your data is transmitted over encrypted connections (HTTPS/TLS) and stored in systems that employ industry-standard security practices including access controls, encryption at rest, and regular security monitoring.
Our third-party service providers (GoHighLevel) maintain their own security programs and are contractually obligated to protect your information. While no method of transmission or storage is 100% secure, we are committed to protecting your personal data to the best of our ability.
We retain your contact information in our CRM for as long as necessary to manage our relationship with you. SMS opt-in records are retained as long as required by applicable telecommunications regulations. If you request deletion, we will honor it within a reasonable time except where required by law.
California residents: Under the CCPA, you have the right to know what personal information we have collected, request deletion, and opt out of the sale of your data (we do not sell personal information).
All users: Reply STOP to opt out of SMS. Click unsubscribe in any email. Email adam@plandynamicwealthinc.com to request deletion or ask questions.
Submitting your contact information does not create an investment advisory relationship. Nothing on this website constitutes investment advice, a recommendation, or a solicitation to buy or sell any security. Dynamic Wealth Strategies is a registered investment adviser. Investment advisory services are offered through AE Wealth Management, LLC. Investment advice is provided only after execution of a formal advisory agreement.
Dynamic Wealth Strategies
Email: adam@plandynamicwealthinc.com
Phone: (646) 838-0161
Website: dynamicwealthinc.com
We may update this Privacy Policy from time to time. When we do, we will update the Effective Date at the top of the page. Continued use of this website constitutes your acceptance of the updated policy.