Heritage Privacy Policy
Effective Date: September 9, 2025
Heritage (“we,” “our,” or “us”) values your trust and is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website and use our investment services.
1. Information We Collect
We may collect the following types of information:
Personal Information: Name, email address, phone number, mailing address, account details, and other identifiers you provide when you create an account, request information, or invest with us.
Financial Information: Bank account details, investment preferences, transaction history, and related records necessary for processing investments.
Technical Information: IP address, browser type, device information, cookies, and analytics data regarding website usage.
Regulatory Information: Identity verification documents (e.g., government-issued ID, tax forms) to comply with applicable laws and regulations.
2. How We Use Your Information
We may collect the following types of information:
Personal Information: Name, email address, phone number, mailing address, account details, and other identifiers you provide when you create an account, request information, or invest with us.
Financial Information: Bank account details, investment preferences, transaction history, and related records necessary for processing investments.
Technical Information: IP address, browser type, device information, cookies, and analytics data regarding website usage.
Regulatory Information: Identity verification documents (e.g., government-issued ID, tax forms) to comply with applicable laws and regulations.
3. Sharing of Information
We do not sell your personal information. We may share it only with:
Service Providers: Vendors that help us with technology, compliance, audits, or operations.
Regulators & Authorities: When required by law, regulation, or legal process.
Business Partners: Limited sharing with custodians, administrators, or other financial institutions necessary to facilitate investments.
4. Cookies & Tracking
Our website uses cookies and similar technologies to:
Recognize returning visitors.
Analyze website traffic and usage.
Customize content and improve performance.
You can manage cookies through your browser settings, but disabling them may limit website functionality.
5. Data Security
We implement administrative, technical, and physical safeguards to protect your personal information. While no system is 100% secure, we continuously work to minimize risks of unauthorized access, loss, or misuse.
6. Your Rights
Depending on your jurisdiction (e.g., under GDPR or CCPA), you may have the right to:
Access, update, or correct your personal information.
Request deletion of your data (subject to legal and regulatory requirements).
Opt out of certain communications.
Request details about data sharing.
To exercise your rights, please contact us (see Section 9).
7. Data Retention
We retain personal and financial information only as long as necessary to:
Provide investment services.
Comply with applicable laws and regulations.
Maintain legitimate business records.
8. Third-Party Links
Our website may contain links to third-party sites. We are not responsible for their privacy practices, and we encourage you to review their policies.
9. Contact Us
For questions or concerns regarding this Privacy Policy or your personal information, please contact us at:
Heritage
11440 W. Bernardo Ct., Suite 390
San Diego, CA 92127
Email: contact@hwmi.com
Phone: 858-613-9191
10. Updates to This Policy
We may update this Privacy Policy from time to time. Any changes will be posted on our website with an updated effective date.