WealthTec is committed to protecting the privacy of our customers and visitors and that of their clients. In order to provide a safe, secure experience, we will make every effort to ensure that the information you give us remains private.
The WealthTec Contact & Demo Product Key Request form requires visitors and customers to provide valid contact information (such as name and email address). We use this information internally to contact individuals when necessary (e.g., for billing, technical support and product update notification purposes), as well as to send promotional material. WealthTec does not share, sell or distribute your contact information.
In order to provide the highest level of customer support, we may request that you transmit WealthTec Suite .dat files along with your questions and comments about specific cases you're in the process of developing. These files can only be read by WealthTec Suite. Once your situation has been resolved, WealthTec deletes the .dat file(s) you submitted from its computers. No client data are retained by us, transmitted to third parties or uploaded to any website.
If you have any questions about our services or the policies described above please contact us.
Howard L. Eisenberg, CPA/PFS, CFP®, CTFA®, ChFC®
Tel: (301) 725-1437
Fax: (301) 725-1593
Copyright © 2018 WealthTec LLC.
All Rights Reserved.