Privacy Policy

Introduction

Obsidian Wealth Management, LLC (DBA DoWhatTheWealthyDo.com) ("we," "us," or "our") respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, submit forms, or engage our services.

Information We Collect

We may collect the following types of information voluntarily provided by you through our website forms, consultations, and communications:

• Full name and contact information (email address, phone number, mailing address)
• Business and financial information submitted through intake forms
• Employment and income details relevant to advisory services
• Real estate portfolio and investment information
• Tax planning details and entity structures
• Any other information you voluntarily provide during consultations or communications

We may also automatically collect certain technical information such as IP address, browser type, device information, and website usage data through cookies and analytics tools.

How We Use Your Information

We use the information we collect to:

• Respond to inquiries and contact prospective clients
• Schedule and conduct strategy consultations
• Provide wealth strategy, tax planning, real estate, and advisory services
• Send updates, communications, and relevant information about our services
• Process engagement agreements and payments
• Improve our website and service delivery
• Comply with legal and regulatory obligations

SMS Communications

We may send SMS text messages to your phone number for business communications, including appointment reminders, document requests, account updates, and client notifications. Standard message and data rates apply. By providing your phone number, you consent to receive SMS communications from Obsidian Wealth Management. Reply STOP to opt out of SMS messages at any time. Reply HELP for more information.

SMS Opt-In & Communications

By submitting your contact information through our website forms, booking systems, or intake processes, you expressly consent to receive SMS text messages, emails, and phone communications from Obsidian Wealth Management, LLC and its affiliated CRM systems (including GoHighLevel).

You may unsubscribe from email communications by clicking the unsubscribe link in any email. Opting out of marketing communications will not affect transactional or service-related messages tied to active engagements.

Mobile Information Sharing

We do not sell, rent, loan, trade, lease, or otherwise transfer for profit any phone numbers or personal information collected through SMS opt-in to any third party.

Mobile information collected as part of SMS consent — including phone numbers and opt-in data — will not be shared with third parties or affiliates for marketing or promotional purposes. Disclosure of mobile information is limited solely to:

• Service providers essential to SMS delivery (e.g., messaging platform providers)
• As required by law, regulation, or legal process

Information Sharing

We do not sell, trade, or rent your personal information to third parties. We may share your information only in the following circumstances:

• Service delivery: With trusted service providers and affiliated entities (including Mortgage Alchemists) as necessary to deliver our services
• Legal compliance: When required by law, regulation, legal process, or governmental request
• Business transfers: In connection with a merger, acquisition, or sale of assets
• Consent: With your explicit consent for any other purpose

Cookies & Tracking Practices

Our website may use cookies, pixels, and similar tracking technologies to enhance your experience and analyze site usage. These technologies may collect:

• Browser type, device information, and operating system
• IP address and approximate geographic location
• Pages visited, time spent on pages, and navigation paths
• Referring URLs and search terms used to find our site

We may use third-party analytics services (such as Google Analytics) and advertising platforms (such as Meta/Facebook Pixel) to understand website traffic and measure the effectiveness of our marketing efforts. These third parties may collect information about your online activities across different websites.

You can manage cookie preferences through your browser settings. Disabling cookies may affect certain functionality of the website.

Data Security & Handling

We implement appropriate technical and organizational security measures to protect your personal information, including:

• Encrypted data transmission (SSL/TLS) on all website forms
• Secure storage of personal and financial information within our CRM and advisory platforms
• Access controls limiting data access to authorized personnel only
• Regular review of security practices and procedures

However, no method of transmission over the Internet or electronic storage is 100% secure, and we cannot guarantee absolute security. In the event of a data breach, we will notify affected individuals as required by applicable law.

Data Retention

We retain your personal information for as long as necessary to fulfill the purposes outlined in this policy, comply with legal obligations, resolve disputes, and enforce our agreements. When data is no longer required, it will be securely deleted or anonymized.

Your Rights

Depending on your jurisdiction, you may have the following rights regarding your personal data:

• Access: Request a copy of the personal data we hold about you
• Correction: Request correction of inaccurate or incomplete data
• Deletion: Request deletion of your personal data, subject to legal retention requirements
• Restriction: Request that we restrict processing of your data in certain circumstances
• Portability: Request transfer of your data to another service provider where technically feasible
• Opt-out: Opt out of marketing communications at any time

To exercise any of these rights, please contact us at Wealth@obsidianwm.com. We will respond to your request within 30 days.

Changes to This Policy

We reserve the right to update this Privacy Policy at any time. Changes will be posted on this page with an updated effective date. Your continued use of our website after changes constitutes acceptance of the revised policy.

Contact Us

If you have questions about this Privacy Policy or your personal data, please contact: