Formerly BENCHMARK FINANCIAL
Same advisor. Same fiduciary commitment.
PRIVACY POLICY
William Arthur Wealth
Effective Date: April 28, 2026
WILLIAM ARTHUR WEALTH is committed to protecting your privacy and maintaining the confidentiality of your personal information. This Privacy Policy outlines how we collect, use, and safeguard the information you provide to us.
Information We Collect
We may collect personal information including your name, email address, phone number, and any additional information you voluntarily provide through our website, scheduling tools, or client communications.
How Your Information Is Used
The information we collect is used solely for:
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Scheduling appointments
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Communicating with clients and prospective clients
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Providing financial planning and advisory services
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Responding to inquiries and requests
No Sharing of Personal Information
WILLIAM ARTHUR WEALTH does not sell, rent, or share personal information, including phone numbers, with third parties or affiliates for marketing or lead generation purposes.
Personal information is used solely for client service, communication, and operational purposes.
No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
SMS Communications
If you provide your mobile number and consent to receive text messages, WILLIAM ARTHUR WEALTH may send conversational messages related to appointment scheduling and client service communications. Message frequency varies. Message and data rates may apply. You may opt out at any time by replying STOP or request assistance by replying HELP.
SMS opt-in data and consent are not shared with any third parties for marketing purposes.
Data Security
We take appropriate measures to protect your personal information from unauthorized access, disclosure, or misuse.
Third-Party Services
We may use third-party service providers, such as scheduling platforms or custodial and technology partners, to support our operations. These providers are only given access to information necessary to perform their services and are expected to maintain the confidentiality of your information.
Contact Us
WILLIAM ARTHUR WEALTH
Email: william@williamarthurwealth.com