Privacy Policy

This policy explains how the Beyond Wealth website (the “Site”), operated by Beyond Wealth LLC (“Beyond Wealth”, “we”, “us”), handles information about visitors. Discretion is central to our work, and we have built the Site to collect as little as possible.

The short version

• The Site has no forms, accounts or newsletter sign-ups, and sets no cookies of its own.
• We measure visits with privacy-focused analytics that do not use cookies or identify you.
• If you book a consultation, you share your details with our scheduling provider so we can arrange the call.
• We do not sell or rent personal information.

Information we collect

Visiting the Site

We use Umami, a privacy-focused analytics service, to understand how the Site is used — for example, which pages are visited and which buttons are clicked. It does not use cookies, does not collect personal information, and does not track you across other websites. All analytics data is aggregated.

Our hosting provider, Netlify, processes standard technical information (such as IP address and browser type) when it delivers pages to you, in order to operate and secure the Site.

Booking a consultation

When you book a consultation, the booking form is provided by Calendly. You provide your name, email address and any other details the form asks for directly to that service, and it shares them with us so we can arrange and prepare for the call. The scheduling provider may use cookies within its booking window; its use of your information is governed by its own privacy policy.

Contacting us

If you email us, we receive your email address and whatever you choose to include in your message.

How we use information

• To arrange, prepare for and follow up on consultations you request.
• To respond to your messages.
• To understand, in aggregate, how the Site is used, and improve it.
• To operate and secure the Site, and to comply with legal obligations.

We do not use your information for advertising, and we do not sell, rent or trade it.

Client confidentiality

This policy covers the Site only. The confidentiality of any advisory engagement is governed by the agreement for that engagement, not by this policy.

Service providers

We rely on a small number of providers to operate the Site, each of which processes information only as needed to provide its service:

• Netlify — website hosting.
• Umami — cookie-free, aggregate website analytics.
• Calendly — consultation scheduling.
• Google Fonts — typefaces used to display the Site.

The Site also links to third-party services such as YouTube, Spotify and Apple Podcasts. Those services have their own privacy policies, and we are not responsible for their practices.

How long we keep information

We keep booking and correspondence information only as long as needed for the purposes above, then delete it, unless the law requires us to keep it longer.

Your choices and rights

You may ask us to access, correct or delete personal information we hold about you by contacting us below. Depending on where you live — for example, California or the European Union — you may have additional rights under local law, and we will honor requests made under those laws.

Children

The Site is intended for adults. We do not knowingly collect information from anyone under 18.

Changes to this policy

If we change this policy, we will post the updated version on this page and revise the date above.

Contact

Questions about this policy or your information: hello@domineydrew.com