Broker Check

Private Policy

Private Policy 

DFW Wealth Strategies (“we,” “us,” or “our”) respects your privacy and is committed to protecting your personal information.

Information We Collect
We may collect personal information that you voluntarily provide through digital forms, including LinkedIn Lead Gen Forms and our website.

This information may include:

Name
Email address
Phone number
Professional or employment-related information
Use of Information
Information submitted may be used to:

Respond to inquiries
Provide information about financial professional career opportunities
Communicate regarding our firm, services, and recruiting-related topics
Information Sharing
We do not sell personal information.
Information may be shared with internal personnel or service providers solely for business and recruiting purposes.

Data Retention
Information is retained for as long as necessary to fulfill business and recruiting purposes, unless a request for deletion is made.

Your Choices
You may request access to, correction of, or deletion of your personal information by contacting us at info@dfwwealthstrategies.com.

Third-Party Platforms
We may collect information through third-party platforms such as LinkedIn. These platforms maintain their own privacy policies governing their data practices.

Updates
This Privacy Policy may be updated periodically. Updates will be posted on this page with a revised effective date.