Privacy Policy

The Equity Architect collects email addresses and contact information when you use our tools, download resources, or submit forms. This information is used to deliver requested content, send relevant educational material, and connect you with advisory services.

We use Wealthbox as our client relationship management (CRM) system to store your contact information and our correspondence. You may unsubscribe from email communications at any time using the link in any email we send.

We do not sell your personal information to third parties.

Questions? Email us at jon@carolinawealth.com.