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Privacy Policy

Last updated: 8/5/2025

Introduction

White Coat Wealth LLC ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or use our services.

Information We Collect

Personal Information

We may collect the following personal information:

  • Name and contact information (email address, phone number)
  • Professional information (medical specialty, practice details)
  • Billing and payment information
  • Communication preferences

Automatically Collected Information

We may automatically collect certain information about your device and usage:

  • IP address and location data
  • Browser type and version
  • Pages visited and time spent on our site
  • Referring website
  • Cookies and similar tracking technologies

How We Use Your Information

We use your information to:

  • Provide and improve our services
  • Process payments and manage accounts
  • Communicate with you about our services
  • Send marketing communications (with your consent)
  • Comply with legal obligations
  • Protect against fraud and abuse

Information Sharing and Disclosure

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

  • With your explicit consent
  • To comply with legal requirements
  • To protect our rights and safety
  • With trusted service providers who assist us in operating our business
  • In connection with a business transfer or merger

Data Security

We implement appropriate technical and organizational security measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. However, no method of transmission over the internet is 100% secure.

Your Rights

Depending on your location, you may have the following rights:

  • Access to your personal information
  • Correction of inaccurate information
  • Deletion of your personal information
  • Portability of your data
  • Objection to processing
  • Restriction of processing

Cookies and Tracking Technologies

We use cookies and similar technologies to enhance your experience on our website. You can control cookies through your browser settings, but disabling cookies may affect website functionality.

Third-Party Services

Our website may contain links to third-party websites or integrate with third-party services. This Privacy Policy does not apply to those external sites or services. We encourage you to review their privacy policies.

Children's Privacy

Our services are not intended for individuals under the age of 18. We do not knowingly collect personal information from children under 18.

International Data Transfers

Your information may be transferred to and processed in countries other than your own. We ensure appropriate safeguards are in place for such transfers.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of any material changes by posting the new Privacy Policy on this page and updating the "Last updated" date.

Contact Information

If you have any questions about this Privacy Policy or our privacy practices, please contact us:

White Coat Wealth LLC

14261 SW 120th St Suite 108-349

Miami, FL 33186

Phone: +1 (814) 718-0878

Email: info@whitecoat-wealth.com