Privacy Policy

Overview

Vitality Wealth Planning LLC (“VWP,” “we,” “our,” or “us”) builds client relationships on integrity and trust. We are committed to maintaining high privacy standards and will not sell your personal information to third parties.

Information We Collect

We collect information to design and implement financial planning services and to comply with federal and state regulations. The nonpublic personal information we may collect includes:

• Identity details (name, address, Social Security number, date of birth)
• Financial information shared during consultations
• Information generated in the course of servicing your financial needs
• Information received from third parties in connection with providing services

How We Use and Disclose Your Information

VWP may disclose nonpublic personal information to unaffiliated third parties only in the following circumstances:

• Entities assisting with account supervision, including sub-advisers, custodians, and record keepers
• Service providers supporting client engagement, such as client management systems and cloud providers
• Authorized representatives or powers of attorney designated by you
• With your prior written consent
• In connection with a business sale, merger, or transfer
• As permitted under applicable privacy regulations

You have the right to opt out of disclosures made in connection with new or changed privacy policy terms.

How We Protect Your Information

We restrict access to your nonpublic personal information to personnel who need it to provide services to you. We maintain physical, electronic, and procedural safeguards to protect your confidential information. Third-party agreements include confidentiality provisions consistent with applicable law.

Former Clients

Privacy protections described in this policy continue to apply to former clients. Records are retained in accordance with applicable legal requirements.

Mobile Information

Mobile contact information and data you provide through mobile interactions remains confidential and is not shared with third parties for marketing purposes.

Website Analytics and Tracking

This website may use cookies and third-party analytics tools, including Meta Pixel, to understand how visitors interact with our content and to improve our marketing. These tools collect anonymized usage data. You may opt out of interest-based advertising through your browser settings or platform-level privacy controls.

Contact Us

If you have questions about this privacy policy or how your information is handled, please contact us at brennan@planwithvitality.com.