Privacy Policy

Effective Date: February 24th, 2026 | Last Updated: February 24th, 2026

Perfected Wealth Management ("we," "our," or "us") is committed to protecting the privacy of our clients and website visitors. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or engage our services.

Perfected Wealth Management is a trade name. Securities are offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services are provided through The AmeriFlex Group®, a Registered Investment Adviser. Cambridge Investment Research and The AmeriFlex Group® are not affiliated.

Information We Collect

Personal Information You Provide. When you contact us through our website, schedule a consultation, or become a client, we may collect your name, email address, phone number, mailing address, and general inquiry details. We do not collect sensitive financial information such as account numbers, Social Security numbers, or income details through our website forms.

Information Collected Automatically. When you visit our website, certain information is collected automatically, including your IP address, browser type, operating system, referring URLs, pages visited, and the dates and times of your visits. This information is collected through Google Analytics and similar technologies to help us understand how visitors use our site and to improve the user experience.

How We Use Your Information

We use the information we collect for the following purposes: to respond to your inquiries and schedule consultations; to provide, maintain, and improve our website and services; to communicate with you about our services, updates, and relevant financial topics; to comply with legal and regulatory obligations; and to protect the security and integrity of our website and business operations.

Cookies and Tracking Technologies

Our website uses cookies and similar tracking technologies. We use Google Analytics to collect anonymized data about website usage. Google Analytics uses cookies to track visitor interactions. You can opt out of Google Analytics tracking by installing the Google Analytics Opt-out Browser Add-on. You may also control cookies through your browser settings. Please note that disabling cookies may affect certain website functionality. For more details, please refer to our Cookie Policy.

Disclosure of Your Information

We do not sell, rent, or trade your personal information to third parties. We may share your information in the following circumstances: with service providers who assist in operating our website and business (such as our website host and email service provider), subject to confidentiality obligations; with our affiliated broker-dealer and registered investment adviser as required to provide financial services; with regulatory authorities, law enforcement, or other parties when required by law, regulation, or legal process; and to protect our rights, privacy, safety, or property, or that of our clients or the public.

Data Security

We implement reasonable administrative, technical, and physical safeguards designed to protect your personal information from unauthorized access, use, or disclosure. However, no method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security.

Your Rights and Choices

Depending on your jurisdiction, you may have certain rights regarding your personal information. California residents may have additional rights under the California Consumer Privacy Act (CCPA), including the right to know what personal information is collected, the right to request deletion of personal information, and the right to opt out of the sale of personal information. We do not sell personal information. To exercise any of these rights, please contact us using the information provided below.

Third-Party Links

Our website may contain links to third-party websites, including our broker-dealer and custodian platforms, client login portals, and other financial service providers. We are not responsible for the privacy practices or content of these third-party sites. We encourage you to review the privacy policies of any external site you visit.

Retention of Information

We retain personal information for as long as necessary to fulfill the purposes for which it was collected, to comply with applicable legal and regulatory requirements, and to resolve disputes. Financial records are retained in accordance with SEC, FINRA, and state regulatory requirements.

Updates to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with a revised effective date. We encourage you to review this policy periodically.

Contact Us

If you have questions about this Privacy Policy or wish to exercise your privacy rights, please contact us at:

Perfected Wealth Management

2244 N State College Blvd, Fullerton, CA 92831

+1 (714) 463 2188

info@perfectedwm.com