Privacy Policy

LAST UPDATED:
10/2026

INTRODUCTION


T. M. Roesch & Associates, LLC d/b/a Wealthtech Advisory (“Wealthtech Advisory,” “we,” “us,” or “our”) respects your privacy.


This Privacy Policy explains what information we may collect through this website, how that information may be used, and the choices available to you.


By using this website, you agree to the practices described in this Privacy Policy.


INFORMATION WE MAY COLLECT


Information You Provide


We may collect information you voluntarily provide when you:

  • Complete a contact form
  • Schedule an RIA Technology Leadership Assessment
  • Subscribe to receive articles or updates
  • Download a resource
  • Communicate with Wealthtech Advisory


This information may include:

  • Name
  • Business email address
  • Phone number
  • Firm name
  • Job title
  • Information about your firm
  • Technology concerns or priorities
  • Any other information included in your message


Please do not submit confidential client information, account credentials, Social Security numbers, financial account information, or other highly sensitive information through this website.


INFORMATION COLLECTED AUTOMATICALLY


When you visit the website, certain information may be collected automatically through cookies and similar technologies.


This may include:

  • Internet Protocol address
  • Browser and device type
  • Pages visited
  • Time spent on the website
  • Referring website
  • General geographic location
  • Interactions with website features


This information helps us understand how visitors use the website and how its performance and content may be improved.


HOW INFORMATION MAY BE USED


We may use collected information to:

  • Respond to inquiries
  • Prepare for scheduled meetings
  • Provide requested information or resources
  • Evaluate whether Wealthtech Advisory’s services may be appropriate
  • Communicate about services, articles, or updates
  • Improve the website and its content
  • Maintain website security
  • Comply with applicable legal obligations
  • Protect the rights and interests of Wealthtech Advisory and others


HOW INFORMATION MAY BE SHARED


We do not sell personal information.


Information may be shared with service providers that help us operate the website and business, including providers of:

  • Website hosting
  • Website analytics
  • Scheduling
  • Email communication
  • Contact management
  • Data storage
  • Security and technical support


These providers may access information only as necessary to perform services on our behalf.


Information may also be disclosed when required by law, legal process, or a valid government request, or when reasonably necessary to protect the rights, security, or property of Wealthtech Advisory or others.


COOKIES


The website may use cookies and similar technologies to remember preferences, understand website activity, and improve performance.


You can adjust your browser settings to block or delete cookies. Disabling cookies may affect how certain website features function.


DATA RETENTION AND SECURITY


We retain information only for as long as reasonably necessary to fulfill the purposes described in this policy, meet business needs, and comply with legal obligations.


We use reasonable administrative, technical, and physical safeguards designed to protect information. However, no website, transmission method, or storage system can be guaranteed to be completely secure.


YOUR CHOICES


You may contact us to:

  • Ask what personal information we maintain about you
  • Request a correction
  • Request deletion, when legally and operationally appropriate
  • Unsubscribe from marketing communications


You may unsubscribe from marketing emails by using the link included in those messages.

Requests can be submitted to: info@wealthtechadvisory.com


THIRD-PARTY LINKS


This website may contain links to third-party websites or services. Wealthtech Advisory does not control and is not responsible for the privacy practices, security, or content of those third parties.


Visitors should review the privacy policies of third-party websites before submitting personal information.


CHILDREN’S PRIVACY


This website is intended for business professionals and is not directed toward children under 13.


Wealthtech Advisory does not knowingly collect personal information from children under 13. If we learn that such information has been submitted, we will take reasonable steps to delete it.


CHANGES TO THIS POLICY


This Privacy Policy may be updated periodically. Changes will be posted on this page with a revised “Last Updated” date.


Continued use of the website after a change is posted constitutes acceptance of the updated policy.


CONTACT


Questions about this Privacy Policy may be directed to:

T. M. Roesch & Associates, LLC
d/b/a Wealthtech Advisory
Email: info@wealthtechadvisory.com
Phone: 937-422-6662