Website Privacy Policy

Wheeler Financial, LLC

Last Updated: 9/18/2026

1.Introduction

This Website Privacy Policy (“Policy”) explains how Wheeler Financial, LLC (“Wheeler Financial,” “we,” “us,” or “our”) collects, uses, and shares information about visitors to our website at wheelerfinancial-llc.com (the “Website”).

We are an independent financial planning practice associated with Raymond James Financial Services, Inc. We are committed to protecting the privacy of our clients and Website visitors.

2. Scope of This Policy

This Policy applies only to information collected through our Website. It describes our practices with respect to visitors browsing our site, submitting inquiries through our forms, and interacting with content on our pages.

This Policy does not govern the nonpublic personal information you provide in connection with investment advisory or brokerage services. The collection, use, and protection of your financial account information is governed by the privacy practices of Raymond James Financial Services, Inc. Please refer to the Raymond James Privacy Notice for information about how your financial and account data is handled.

3. Information We Collect

Information You Provide to Us

When you use the contact and inquiry forms on our Website, we collect the information you choose to submit, which may include:

Your email address
Your telephone number (if you provide it)
Any information you include in the message or inquiry field

We collect this information so that we can respond to your questions and communicate with you about our services.

Information Collected Automatically

When you visit our Website, certain information is collected automatically, including:

Your IP address
Browser type and device information
Pages viewed and general activity on the Website
Referring website or source

This information is collected through cookies and similar technologies, and through the third-party services described below.

4. Cookies and Tracking Technologies

Our Website uses cookies and similar technologies to operate the site, understand how visitors use it, and improve the visitor experience.

When you first visit our Website, you will be presented with a consent banner that allows you to accept or decline non-essential cookies. You can change your preferences at any time through the consent controls on our site.

For a detailed and continuously updated list of the specific cookies used on our Website, please see our Cookie Policy.

5. Third-Party Services

We use the following third-party services on our Website. Each may collect or process certain information as described:

Google Analytics — provides website statistics and analytics to help us understand and improve Website performance. Processes IP address, device and browser information, and Website activity.
Google reCAPTCHA — protects our contact forms from spam and abuse. Processes IP address and interaction data.
YouTube — used to display embedded video content on the Website. May process IP address, device information, and viewing activity.
Cloudflare — provides Website security and performance services. Processes IP address.
think2perform — powers an interactive values exercise available on our Website.

These services are governed by their own privacy policies. We encourage you to review the privacy practices of any third party whose service you interact with. For Google services (Google Analytics, reCAPTCHA, and YouTube), see the Google Privacy Policy.

6. How We Use Information

We use the information we collect to:

Respond to your inquiries and communicate with you
Operate, maintain, and secure our Website
Analyze and improve Website performance and content
Comply with legal and regulatory obligations applicable to our business

7. How We Share Information

We do not sell your personal information for money.

We may share information in the following limited circumstances:

With service providers — the third-party services described in Section 5, which process data on our behalf to provide their functions (analytics, security, spam prevention, video, and interactive content).
With Raymond James — where information relates to your interest in or receipt of advisory or brokerage services, consistent with the Raymond James Privacy Notice.
For legal and regulatory reasons — where required to comply with applicable law, regulation, legal process, or the recordkeeping and supervisory requirements applicable to our business, or to protect the rights, property, or safety of our clients, our firm, or others.

Please note: certain uses of analytics and similar technologies may be considered “sharing” or a “sale” of personal information under some state privacy laws, even though no money changes hands. See Section 8 for how to opt out.

8. Your Privacy Choices

Cookie Consent

You may accept or decline non-essential cookies through the consent banner and consent controls on our Website at any time.

Do Not Sell or Share My Personal Information

You may opt out of the use of analytics and similar technologies that may be considered a “sale” or “sharing” of personal information under applicable state law. To do so, use the Do Not Sell or Share My Personal Information link, or adjust your cookie preferences on our Website.

Global Privacy Control (GPC)

Our Website recognizes and honors the Global Privacy Control (GPC) browser signal. If you have enabled GPC in your browser or browser extension, we will treat it as a valid request to opt out of the sale or sharing of personal information for that browser.

California Residents

While Wheeler Financial may not meet the definition of a “business” subject to the California Consumer Privacy Act (CCPA), as amended by the California Privacy Rights Act (CPRA), we voluntarily extend the following choices to California residents. Subject to applicable law, you may request to:

Know what personal information we have collected about you
Request deletion of your personal information
Opt out of the sale or sharing of your personal information

To submit a request, use our Data Request Form or contact us using the details in Section 12. We will not discriminate against you for exercising any of these choices.

9. Data Retention

We retain personal information only for as long as reasonably necessary for the purposes described in this Policy, or as required to meet legal, regulatory, and recordkeeping obligations applicable to our business. Analytics data collected through our Website is retained in accordance with the settings of our analytics provider (currently up to 14 months for user-level data).

10. Data Security

We maintain reasonable administrative, technical, and physical safeguards designed to protect the information collected through our Website. However, no method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security.

11. Links to Other Websites

Our Website may contain links to third-party websites that are not operated or controlled by Wheeler Financial. We are not responsible for the privacy practices or content of those websites. We encourage you to review the privacy policy of any website you visit.

12. Children’s Privacy

Our Website is intended for adults and is not directed to children. We do not knowingly collect personal information from children under the age of 13. If you believe a child has provided us with personal information, please contact us and we will take appropriate steps to delete it.

13. Changes to This Policy

We may update this Policy from time to time. When we do, we will revise the “Last Updated” date at the top of this page. We encourage you to review this Policy periodically.