Privacy Policy

Last Updated: 11/11/2026

At The Vine Wealth, we take your privacy seriously. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or use our services.

1. Information We Collect

We collect information that you provide directly to us, including but not limited to your name, email address, phone number, financial information, and any other details you choose to provide when requesting a quote, scheduling a consultation, or contacting us.

2. How We Use Your Information

We use the information we collect to:

Provide, operate, and maintain our services
Process insurance applications and quotes
Communicate with you regarding your inquiries
Send you updates, marketing communications, and promotional offers
Improve our website and customer service

3. Information Sharing and Disclosure

We may share your information with trusted third-party insurance carriers, service providers, and partners who assist us in operating our website, conducting our business, or serving our users, so long as those parties agree to keep this information confidential.

4. Data Security

We implement reasonable security measures to maintain the safety of your personal information. However, no method of transmission over the Internet or electronic storage is 100% secure, and we cannot guarantee absolute security.

5. Contact Us