Legal
Privacy Policy
Kish Rao Wealth Strategy is an educational brand operated by Yardley Estate Holdings, LLC. This Privacy Policy explains how information may be collected, used, and handled when you visit this website, contact Kish Rao Wealth Strategy, or use a third-party service linked from this website.
1. Information you provide
You may choose to provide information when you:
- contact us by email;
- schedule a conversation through an external scheduling service;
- communicate with us after requesting information; or
- otherwise contact us directly.
The information you provide may include your name, email address, telephone number, scheduling information, and the contents of your communication.
This website does not ask visitors to submit Social Security numbers, account credentials, tax documents, health information, or other sensitive financial records.
2. Information collected automatically
The website host and technical service providers may automatically process limited technical information needed to operate, secure, and deliver the website. This may include:
- IP address;
- browser and device type;
- operating system;
- requested pages;
- access times;
- referral information; and
- security and diagnostic logs.
Kish Rao Wealth Strategy does not currently use a separate analytics platform on this website. If analytics or additional tracking tools are added later, this Privacy Policy will be updated before or when those tools are activated.
3. How information is used
Information may be used to:
- respond to questions and requests;
- schedule and prepare for conversations;
- provide requested information;
- maintain business records;
- protect the website and communications from misuse;
- comply with applicable legal or regulatory obligations; and
- improve the website and visitor experience.
We do not sell personal information.
4. Scheduling and other external services
The website may link to third-party services, including the external scheduling destination currently used for Wealth Strategy Conversations.
When you leave this website and use a third-party service, that provider may collect information under its own terms and privacy policy. Kish Rao Wealth Strategy does not control the privacy practices of independent third-party websites or services.
Visitors should review the privacy notices supplied by those providers before submitting information.
5. Email communications
If you contact us by email, we may retain the message and related contact information to respond, maintain records, and continue the conversation.
We do not currently operate a public newsletter signup through this website. If an email subscription service is introduced later, visitors will be told what they are joining and how to unsubscribe.
6. Text messages and SMS
Kish Rao Wealth Strategy does not currently offer a website-based SMS signup or marketing-text program.
If SMS communications are introduced later:
- participation will require separate and explicit consent;
- consent will not be assumed from general website use;
- consent will not be pre-checked;
- message frequency and purpose will be disclosed at the point of signup;
- message and data rates may apply;
- instructions for obtaining help and stopping messages will be provided; and
- this Privacy Policy and the Terms of Use will be updated as needed.
7. Information sharing
We may share limited information with service providers that help us operate the website, deliver communications, manage scheduling, maintain records, or protect our systems.
Those providers may process information only as necessary to perform their services or as otherwise permitted under their own agreements and applicable law.
We may also disclose information when reasonably necessary to:
- comply with law, regulation, legal process, or a valid governmental request;
- protect rights, safety, security, or property;
- investigate fraud, abuse, or security incidents; or
- complete a lawful business reorganization or transfer.
We do not share mobile information with third parties or affiliates for their independent marketing or promotional purposes.
8. Data retention
Information is retained only for as long as reasonably necessary for the purpose for which it was collected, for legitimate business-record needs, or to meet legal and regulatory requirements.
Retention periods may vary depending on the nature of the communication and the reason the information was provided.
9. Data security
We use reasonable administrative and technical measures intended to protect information against unauthorized access, misuse, alteration, or loss.
No internet transmission, email system, or electronic-storage method can be guaranteed to be completely secure.
10. Your choices and requests
You may contact us to request that we:
- provide information about personal information we maintain about you;
- correct inaccurate contact information;
- delete information when legally and operationally appropriate; or
- stop non-required communications.
Requests may be sent to:
kish@kkrwealthgroup.com
We may need to verify the request before taking action. Some information may be retained when required for legal, regulatory, security, recordkeeping, or legitimate business purposes.
11. Children’s privacy
This website is intended for adults and is not directed to children under 13. We do not knowingly solicit personal information from children through this website.
12. Cookies
The website host or essential technical services may use cookies or similar technologies required to operate, secure, and display the website.
No separate advertising or behavioral analytics platform is currently used on this website. If nonessential cookies or analytics are added later, the website and this policy should be updated accordingly.
13. External links
This website may contain links to third-party websites, media platforms, podcasts, scheduling services, and educational resources. Their privacy practices are governed by their own policies.
14. Changes to this policy
This Privacy Policy may be updated when the website, services, technology, or legal requirements change. The revised policy will be posted on this page with a new effective date.
15. Contact
Questions or requests regarding this Privacy Policy may be sent to:
Kish Rao Wealth Strategy
An educational brand operated by Yardley Estate Holdings, LLC
To schedule a Wealth Strategy Conversation, visit the scheduling page.