Effective date: September 15, 2025
Contact: bryan@mynetworthadvisor.com
Who we are
NetWorth Advisors, Inc provides branding, websites, CRM and related marketing services for independent truckers and small fleets. This Privacy Policy explains how we collect, use and share personal information when you visit our website, contact us, or use our services.
Our role
We act as a business that decides how to handle personal information collected on our website and through our own service offerings. When we operate a CRM or other tools on behalf of a client, we act as a service provider that processes information under the client’s instructions.
Information we collect
The Information you provide
- Contact details such as name, email, phone and company
- Business details such as fleet size and service areas
- Messages, form submissions and calendar bookings
- Preferences for communications and marketing
Information collected automatically
- Log and device data such as browser type, IP address and pages viewed
- Cookies and similar technologies that remember settings and measure use
- Call, text and voicemail metadata if you contact numbers listed on our site
Any Information from other sources
- Public and commercial sources that help us validate business details
- Service partners that assist with payments, communications and analytics
How we use information
- Provide, operate and improve our website and services
- Respond to inquiries, schedule meetings and deliver support
- Set up and manage CRM features for you or for our clients
- Personalize content and measure performance
- Send service messages and, with consent where required, marketing messages
- Protect against fraud, abuse and security risks
- Comply with law and enforce agreements
Legal bases for users in the EEA or UK
We process personal information when one or more of the following applies
- To perform a contract or take steps at your request
- For our legitimate interests such as improving services and securing systems
- With your consent
- To comply with legal obligations
How we share information
We share personal information as needed with
- Vendors that provide hosting, CRM, scheduling, communications, analytics and customer support
- Payment and billing providers if you purchase services
- Professional advisors and auditors
- Other parties when required by law, to protect rights and safety, or with your direction
If we undergo a business transaction such as a merger or sale, personal information may be transferred as part of that event.
Cookies and similar technologies
We use cookies and similar technologies to keep our site running, remember preferences and understand how visitors use our site. You can adjust cookie settings in your browser. Some features may not work as intended without cookies.
Your choices
- Marketing emails You can unsubscribe using the link in any message or by emailing us
- Text messages You can reply STOP to end messages that use automated texting
- Cookies You can set your browser to block or delete cookies
- Do not track signals We honor legally required signals where applicable
Privacy rights
Your rights depend on where you live. Subject to limits in the law, you may request
- Access to the personal information we hold about you
- Correction of inaccurate information
- Deletion of your information
- A portable copy of your information
- To object to or restrict certain processing
- To withdraw consent where we rely on consent
Residents of some United States states may also have the right to opt out of targeted advertising and to request that we do not sell or share personal information as those terms are defined in state law.
You can exercise rights by emailing bryan@mynetworthadvisor.com. We may need to verify your identity before completing a request. You may authorize an agent to act for you as allowed by law.
Data retention
We keep personal information only as long as needed for the purposes described in this Policy, to comply with legal obligations, and to resolve disputes. When information is no longer needed we will delete or de identify it.
Children’s privacy
Our website and services are not directed to children under 13. We do not knowingly collect personal information from children. If you believe a child has provided personal information to us, contact us and we will take appropriate steps to remove it.
Security
We use administrative, technical and physical safeguards designed to protect personal information. No method of storage or transmission is perfectly secure, and we cannot guarantee absolute security.
International transfers
We may process and store information in countries other than where you live. When we transfer personal information internationally, we use legally recognized safeguards where required.
Third party links and services
Our website may link to third party sites or include third party tools. Their privacy practices are governed by their own policies.
Changes to this Policy
We may update this Privacy Policy from time to time. The updated version will be posted on our website with a new effective date.
Contact
To ask questions or exercise your privacy rights, email bryan@mynetworthadvisor.com.