Last updated July 2026
Grand Rounds Wealth ("we," "us," or "our") respects your privacy. This policy explains what information we collect through grandroundswealth.com, how we use it, and the choices you have.
When you submit a form on this site — to request a consultation, download a guide, or otherwise contact us — we collect the information you provide directly, which may include your name, email address, phone number, profession, and any details you choose to share about your insurance needs.
We do not knowingly collect sensitive personal health information through this website. Any medical or health information relevant to a policy application is collected separately, directly by the insurance carrier, as part of underwriting.
We do not sell your personal information to third parties.
We may share your information with insurance carriers and underwriters as part of obtaining quotes or processing an application, but only with your knowledge as part of that process. We may also share information with service providers who help us operate this website (such as form and hosting providers), under obligations to keep it confidential.
You can ask us to update or delete the information we hold about you, or unsubscribe from any email communications, at any time by contacting us at help@grandroundswealth.com.
This site may use basic analytics tools to understand how visitors use it. These tools do not collect personally identifiable information beyond what you voluntarily submit through a form.
We may update this policy from time to time. The "last updated" date at the top of this page reflects the most recent revision.
Questions about this policy can be sent to help@grandroundswealth.com or by phone at (740) 361-1217.
This page is provided as a general policy summary and is not a substitute for legal advice. Grand Rounds Wealth recommends reviewing this policy with qualified legal counsel to ensure it meets all applicable state and federal requirements.