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Privacy Policy

Effective Date: 8/14/2025

At DHL Wealth Management (“we,” “our,” “us”), your privacy is important to us. This Privacy Policy explains how we collect, use, and protect your personal information when you visit our website, engage with our services, or communicate with us.

By using our website and services, you agree to the terms of this Privacy Policy.

1. Information We Collect

We may collect the following types of information:

Personal Information You Provide:

  • Name, email address, phone number, mailing address

  • Financial and demographic information provided through forms or consultations

  • Any information you choose to share in communication with us

Automatically Collected Information:

  • IP address, browser type, and device information

  • Pages visited, time spent on site, and referring websites (via cookies or analytics tools)

2. How We Use Your Information

We use your information to:

  • Provide financial planning, investment, insurance, and retirement services

  • Respond to inquiries and schedule consultations

  • Send you educational content, newsletters, and event invitations (with your consent)

  • Comply with legal and regulatory obligations

3. How We Share Your Information

We do not sell your personal information. We may share your information with:

  • Service providers who help us operate our business (e.g., email marketing, website hosting)

  • Regulatory bodies if required by law or compliance standards

  • Insurance carriers, investment firms, or other partners when necessary to fulfill your requests

4. Cookies and Tracking

We use cookies and similar tracking technologies to improve your experience, analyze website traffic, and customize content. You can control cookie settings through your browser preferences.

5. Data Security

We take reasonable administrative, technical, and physical measures to protect your personal information from unauthorized access, use, or disclosure.

6. Your Rights

Depending on your location, you may have the right to:

  • Access the personal information we hold about you

  • Request corrections or updates

  • Request deletion of your information, subject to legal obligations

  • Opt out of marketing communications

To exercise these rights, contact us at:
Email: dhlwealth@gmail.com
Phone: (800) 402-8862

7. Third-Party Links

Our website may link to third-party sites. We are not responsible for the privacy practices or content of those websites.

8. Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with the revised effective date.

DHL Wealth Management
2435 N. Central Expressway, Suite 775
Richardson, TX 75080

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