Privacy Policy

Williams Wealth Management is committed to protecting the privacy of our clients and website visitors. This page describes the information collected through this website, how it is used, and the choices available to you. It is provided for transparency and is not a substitute for the disclosures provided to clients during onboarding.

Information We Collect From This Website

When you visit wwmgreenville.com we collect a small amount of information automatically and additional information that you choose to provide.

Automatically collected

• Pages you visit and the order you visit them in, so we can understand which content is helpful and improve the site over time.
• Referring source (the website, search engine, or advertising campaign that brought you here) so we can measure which channels are working.
• A first-party cookie containing a randomly generated visitor identifier (we call it m864_vid) that lets us recognize a returning visitor on this site only. The identifier is opaque — it contains no personal information.
• A device signature derived from publicly available browser characteristics, used only as a fallback if the cookie above is cleared, so that we don’t lose continuity of the same person’s journey across visits.
• Coarse location (country, region, and city) derived from your IP address. We do not store your raw IP address; it is converted into a salted hash that is rotated daily and cannot be used to look you back up.

Information you provide

• When you submit the contact form, request a guide, or complete the Find Your Path quiz, you voluntarily share your name, email, phone, and any other details you choose to include. We use that information to respond to you and, with your consent, follow up about our services.
• When you provide an email through one of these forms, that identity is linked to the anonymous browsing record described above so that your advisor can prepare for a meaningful conversation with you. We do not link your identity to any browsing on websites we don’t operate.

How We Use This Information

• To respond to inquiries you submit through the website.
• To understand which content, services, and pages are most useful to current and prospective clients so we can improve them.
• To measure which advertising campaigns and referral sources are bringing meaningful prospects to the firm.
• To prepare advisors for client conversations by understanding which topics a prospect has shown interest in.

What We Do Not Do

• We do not sell your personal information to third parties.
• We do not share visitor browsing data with advertising networks for retargeting.
• We do not store the contents of forms you start but do not submit, and we do not record your keystrokes or passwords.
• We do not use session-replay or screen-recording tools.

Your Choices

You can opt out of website analytics at any time by clicking the “Do Not Sell or Share My Personal Information” link in the footer of any page on this site. Doing so will set an opt-out cookie on your device, clear the visitor identifier described above, and stop all analytics collection on subsequent visits from the same browser. You can also block or delete cookies in your browser settings; we will treat a missing visitor cookie as a brand-new visitor.

Under the California Consumer Privacy Act and similar state laws, California residents have the right to know what personal information we collect about them, request deletion, and opt out of any “sale” or “sharing” of personal information. To exercise any of these rights, contact us using the information below.

Third-Party Services

This site uses Google Tag Manager to load analytics tags including Google Analytics. Google’s practices are governed by Google’s privacy policy. We may also use additional analytics, recording, or attribution tools in the future; when we add new categories of tools we will update this page.

Securities Disclosures

Securities offered through Calton & Associates, Inc., member FINRA and SIPC. Investment advisory services offered through Williams Wealth Management, a member of Advisory Services Network, LLC. Advisory Services Network, LLC and Williams Wealth Management are not owned or controlled by Calton & Associates, Inc. Advisory Services Network, LLC does not provide tax advice. Insurance services offered by individually licensed insurance agents.

Contact Us

Questions about this privacy policy or your information can be directed to:

Williams Wealth Management
130 S. Main St. Ste. 600
Greenville, SC 29601
info@wwmgreenville.com
(864) 282-2935

This page is provided for general informational purposes and is intended to be reviewed by Williams Wealth Management’s compliance contact before being considered the firm’s official privacy policy of record.