Privacy Policy

Prime Finance Wealth ("we", "our", "us") — you'll find us at 3402 Lanai Dr, San Ramon, CA 94582, USA and online at primefinancewealth.com — treats your privacy as sacred. This page describes, in plain language, what we collect and why.

1. Details You Share With Us

Whenever you fill in a form, call or email, you may share things like your name, contact details, interests and questions. When preparing tailored borrowing, investing, tax or insurance guidance, you might also share background such as income ranges or existing cover — used only to shape advice that's genuinely right for you.

2. Why We Need Them

• To answer questions and prepare the quotes or plans you've asked for.
• To arrange meetings, confirm bookings and stay in touch about your case.
• To send our money letter — but only to willing subscribers, who may leave freely via the Unsubscribe page.
• To keep the website safe, useful and honest for everyone.

3. Who Else Sees Them

Nobody buys your details from us — ever. We loop in outside partners (lenders, carriers, specialists) only when you've agreed and only for your specific request. Legal authorities may require disclosure in rare, lawful situations. Every partner we work with must guard your information as carefully as we do.

4. Your Inbox, Your Rules

Joining happens on the Subscribe page; leaving happens on the Unsubscribe page or through any letter's farewell link. Goodbyes are processed promptly and without hard feelings.

5. How We Keep Things Safe

Encrypted connections, locked-down access and careful everyday habits protect your information. No system on earth is flawless, so we review our defenses often and keep access limited to trained team members. Please never email full passwords or Social Security numbers — we'll always offer a secure route when sensitive papers are needed.

6. A Note on Cookies

Our site may remember small preferences and count anonymous visits so we can improve what we publish. Blocking cookies in your browser is perfectly fine; everything important keeps working.

7. Your Choices

Wondering what we hold about you? Want something corrected or erased? Just ask using the contacts below — verified requests are answered within a reasonable time under applicable US law.

8. Talk to a Human

Prime Finance Wealth
3402 Lanai Dr, San Ramon, CA 94582, USA
Phone: +1 925-244-1222
Email: contact@primefinancewealth.com