Legal
Privacy Policy
Last updated: January 2026
PGW Financial Wealth Advisors ("we," "us," or "our") respects your privacy. This policy explains what information we collect through this website, how we use it, and the choices you have.
Information We Collect
When you submit a form on this site — such as requesting a report, downloading a guide, or scheduling a review — we collect the information you provide, which may include your name, email address, phone number, and any details you choose to share about your retirement situation. We may also automatically collect standard technical information such as your IP address, browser type, and pages visited through cookies and similar analytics technologies.
How We Use Your Information
We use the information you provide to respond to your request, prepare the materials or review you asked for, follow up with you, and improve our services. We may use analytics and advertising tools (such as Google and Meta) to understand how visitors use our site and to measure the effectiveness of our marketing.
How We Share Information
We do not sell your personal information. We may share it with trusted service providers who help us operate our website, send email, and manage leads, and only to the extent needed to perform those services. We may also disclose information if required by law.
Your Choices
You may opt out of marketing communications at any time by contacting us. You can also set your browser to refuse cookies, though some site features may not work as intended.
Contact Us
If you have questions about this policy or your information, contact us at thartle@pgwfinancial.com or call (727) 692-5866.