Your trust matters to us. This Privacy Policy explains what information Outing Wealth Strategies ("OWS," "we," "us," or "our") collects when you visit our website or reach out to us, how we use it, and the choices you have.
1. Information we collect
We only collect information that helps us respond to you and provide our services. This includes:
- Information you give us. When you complete our contact form, request information, or book a call, we may collect your name, email address, phone number, and any details you choose to share in your message.
- Scheduling information. When you book a time with us through our scheduling tool, that tool collects the information needed to confirm and manage your appointment.
- Limited technical information. Like most websites, our site and the third-party tools embedded in it may automatically receive basic technical data such as your browser type, device, and general location, used to keep the site working and secure.
2. How we use your information
We use the information we collect to:
- Respond to your questions and requests;
- Schedule, confirm, and conduct consultations;
- Provide, maintain, and improve our services and educational content;
- Send you follow-up communications by phone, email, or text — only where you've agreed to be contacted; and
- Comply with our legal, regulatory, and recordkeeping obligations.
We do not sell your personal information.
3. Text messaging (SMS)
If you provide your phone number and agree to be contacted by text, you consent to receive text messages from Outing Wealth Strategies related to your inquiry, appointments, and the services you've requested. Consent to receive text messages is not a condition of purchasing any product or service.
Message frequency varies. Message and data rates may apply. You can opt out at any time by replying STOP, and you can reply HELP for assistance.
We do not share your mobile opt-in information or consent with any third parties or affiliates for their own marketing or promotional purposes. Mobile information may be shared only with service providers that help us deliver these messages (for example, our messaging or scheduling providers), and only for that purpose.
4. How we share information
We share information only as needed to operate our business and serve you. This may include trusted service providers that help us with functions such as appointment scheduling, contact-form delivery, customer relationship management, and workflow automation. These providers are permitted to use your information only to perform services for us.
We may also disclose information when required by law, regulation, subpoena, or other legal process, or to protect the rights, property, or safety of our clients, our business, or others.
5. Cookies & technology
Our website may use essential and functional cookies that help the site operate properly, and third-party tools we embed (such as our scheduling widget) may set their own cookies. We do not currently use advertising or analytics tracking on this site. If we add analytics or advertising tools (such as a Meta Pixel or Google Analytics) in the future, we will update this policy accordingly. Most browsers let you control or disable cookies through their settings.
6. Data retention
We keep your information only as long as necessary to fulfill the purposes described in this policy, to maintain our business and client relationships, and to meet our legal and regulatory recordkeeping requirements. When information is no longer needed, we take reasonable steps to securely delete or de-identify it.
7. Data security
We use reasonable administrative, technical, and physical safeguards designed to protect your information. However, no method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security.
8. Your rights & choices
You may contact us at any time to access, correct, or request deletion of the personal information we hold about you, or to opt out of marketing communications. You can unsubscribe from emails using the link in any message, and opt out of texts by replying STOP. Depending on where you live, you may have additional rights under applicable privacy laws; we will honor those rights as required by law.
9. Children's privacy
Our website and services are intended for adults and are not directed to children. We do not knowingly collect personal information from children under the age of 13. If you believe a child has provided us with personal information, please contact us so we can remove it.
10. Changes to this policy
We may update this Privacy Policy from time to time. When we do, we will revise the "Last updated" date above. We encourage you to review this page periodically to stay informed about how we protect your information.
11. Contact us
If you have questions about this Privacy Policy or how we handle your information, reach out anytime:
Outing Wealth Strategies
301 McCullough Drive #400, Charlotte, NC 28262
Phone: 980-422-7462
Email: douting@fiduciarycm.com