Privacy Policy

Dynamic Wealth Strategies, Inc. ("we," "us," "our") is a retirement income and wealth planning firm based in Palm Beach Gardens, Florida. Insurance products are offered through the insurance business Dynamic Wealth Strategies, and investment advisory services are offered through AE Wealth Management, LLC, an SEC Registered Investment Adviser. This policy covers the information we collect through this website, our booking pages, and the meetings scheduled through them.

Questions about this policy or your information can be sent to us at rebecca@dynamicwealthinc.com, by phone at 646.838.0161, or by mail at Dynamic Wealth Strategies, Inc., 800 Village Square Crossing, Suite 220, Palm Beach Gardens, FL 33410.

Information you give us: the answers you submit in our questionnaire and forms — such as your name, email address, phone number, state, age range, retirement timeline, approximate savings and the types of accounts you hold — plus anything you tell us before or during your meeting, which we may record in our notes.

Information collected automatically: your IP address, browser and device type, operating system, referring website, the pages you view, the buttons you click, the time you spend on the site, and advertising click identifiers (such as Meta fbclid or Google gclid) that tell us which ad brought you here.

Scheduling information: the date and time you book, your time zone, the email address the calendar invite is sent to, and whether you accept, reschedule or cancel.

To respond to you, confirm your booking, send your calendar invite and reminders, and run your meeting.

To assess whether our services are a fit — for example, whether you live in a state we serve and meet our $300,000 investable-asset guideline.

To send educational material, such as guides, event invitations and newsletters, where you have agreed to receive it. You can unsubscribe at any time.

To measure and improve our advertising and website, including understanding which ads and pages lead to booked meetings.

To meet our legal, regulatory and recordkeeping obligations, including those that apply to registered investment advisers and licensed insurance professionals.

We share information only with service providers that help us run our business and are bound to protect it, including our customer relationship management system (Zoho CRM), our scheduling tool (Calendly) and calendar (Microsoft Outlook), our video meeting provider (Zoom), our email and text-message providers, our form provider, and advertising platforms (Meta and Google) for measurement. We may also share information with AE Wealth Management, LLC or an insurance carrier if you choose to open an account or apply for a product, and with regulators or authorities when required by law.

We do not sell your personal information, and we do not share it with third parties for their own marketing purposes.

By submitting your phone number, you agree that Dynamic Wealth Strategies, Inc. may contact you by phone call and text message (SMS), including through automated technology, about your inquiry, booking and appointment reminders, and related educational information. Consent is not a condition of any purchase.

Message frequency varies, typically a few messages around each appointment. Message and data rates may apply. Reply STOP to any text to opt out, or HELP for help. You can also ask us to stop calling you at any time.

We use cookies and similar technologies, including the Meta Pixel, Google Ads conversion tracking and Google Analytics, to understand how visitors use this site and to measure and improve our ads. These tools may collect information about your activity on this and other websites.

You can opt out of personalized ads through Meta Ad Preferences, Google Ad Settings and the Digital Advertising Alliance; opt out of Google Analytics with the Google Analytics opt-out add-on; or block cookies in your browser settings.

Depending on where you live, including under the California Consumer Privacy Act (CCPA) and, where applicable, the EU/UK General Data Protection Regulation (GDPR), you may have the right to know what personal information we hold about you, to receive a copy, to correct it, to delete it, to opt out of targeted advertising, and to not be discriminated against for exercising these rights.

To exercise any of these rights, contact us at rebecca@dynamicwealthinc.com, by phone at 646.838.0161, or by mail at Dynamic Wealth Strategies, Inc., 800 Village Square Crossing, Suite 220, Palm Beach Gardens, FL 33410. We will verify your request and respond within the time required by law. Some records must be kept to meet regulatory obligations even after a deletion request.

We keep your information for as long as needed to respond to you, provide our services and meet legal and regulatory recordkeeping requirements, and then delete or de-identify it.

We protect information with administrative, technical and physical safeguards, including access controls and encrypted connections. No method of transmission or storage is completely secure, so we cannot guarantee absolute security.

This site is intended only for adults 18 and older who live in the United States. We serve all U.S. states except New York. We do not knowingly collect information from anyone under 18; if you believe a minor has provided us information, contact us and we will delete it.

We may update this policy from time to time. When we do, we will post the new version on this page and update the effective date above. Significant changes will be highlighted on this site before they take effect. Your continued use of the site after an update means you accept the revised policy.