Wealth & Capital Consulting follows strict privacy and security protocols designed to safeguard client documents, identifying information, and credit data shared during the course of an engagement.
Information We Collect
We collect only the information necessary to evaluate your credit and funding readiness — including identification, income, asset, and credit profile data — provided directly by you or, with your written consent, by the bureaus.
How Information Is Used
Information is used solely in service of your stated objectives. We do not sell, lease, or transfer client information to third parties for marketing purposes.
Disclosure
We disclose information only with your written authorization, where required by law, or to lenders specifically identified in your funding strategy.
Security
We employ administrative, technical, and physical safeguards appropriate to the sensitivity of the information we hold. Documents are retained only as long as required to serve your engagement.
Contact
For privacy questions, reach the firm at ken@wealthandcapital.com or 980-201-4138.