top of page

Privacy Policy

Effective Date: June 21, 2026

Introduction

BDE Wealth respects your privacy and is committed to protecting the information you share with us. This Privacy Policy explains how we collect, use, store, and protect information obtained through our website, forms, educational programs, communications, and related services.

By using this website, you consent to the practices described in this Privacy Policy.

Information We Collect

We may collect information that you voluntarily provide, including:

  • Name

  • Email address

  • Phone number

  • Mailing address

  • Business information

  • Appointment requests

  • Information submitted through contact forms, applications, assessments, surveys, or educational resources

We may also collect certain technical information automatically, including:

  • IP address

  • Browser type

  • Device information

  • Website usage data

  • Pages visited

  • Referral sources

How We Use Information

Information collected may be used to:

  • Respond to inquiries

  • Schedule appointments

  • Deliver educational resources

  • Communicate regarding services, programs, workshops, or events

  • Improve website functionality and user experience

  • Maintain business records

  • Comply with legal and regulatory obligations

We do not sell your personal information.

Email Communications

If you subscribe to updates, download resources, register for events, complete forms, or otherwise provide contact information, you may receive communications from BDE Wealth.

These communications may include:

  • Educational content

  • Event announcements

  • Resource updates

  • Business communications

  • Marketing communications

You may unsubscribe at any time using the unsubscribe link included in email communications.

Third-Party Service Providers

We utilize trusted third-party service providers to operate portions of our business and website, including but not limited to:

  • Wix

  • GoHighLevel

  • Google

  • Email marketing platforms

  • Scheduling platforms

  • Payment processors

  • Analytics providers

These providers may process information on our behalf in accordance with their own privacy policies and security standards.

Cookies and Tracking Technologies

This website may use cookies, pixels, analytics tools, and similar technologies to improve user experience and better understand website activity.

Cookies may be used to:

  • Remember user preferences

  • Improve website performance

  • Measure marketing effectiveness

  • Analyze visitor behavior

You may adjust browser settings to refuse certain cookies; however, some website features may not function properly.

Information Security

Reasonable administrative, technical, and physical safeguards are implemented to protect personal information from unauthorized access, disclosure, alteration, or destruction.

While we take reasonable precautions, no electronic transmission or storage system can be guaranteed completely secure.

Children's Privacy

This website is not intended for children under the age of 13.

We do not knowingly collect personal information from children under 13 years of age.

Disclosure of Information

We may disclose information:

  • When required by law

  • To comply with legal processes

  • To protect our rights and property

  • To prevent fraud or security threats

  • In connection with business transfers or organizational changes

We do not sell personal information to third parties.

Your Privacy Rights

Depending upon your jurisdiction, you may have rights regarding access, correction, deletion, or limitation of your personal information.

Requests regarding personal information may be submitted using the contact information listed below.

External Links

This website may contain links to third-party websites or resources.

BDE Wealth is not responsible for the privacy practices, content, or policies of external websites.

Users should review the privacy policies of any third-party websites they visit.

Changes to This Policy

BDE Wealth reserves the right to update this Privacy Policy at any time.

Changes become effective upon posting to this page. Continued use of the website constitutes acceptance of any updated policy.

Contact Information

Questions regarding this Privacy Policy may be directed to:

BDE Wealth
Montgomery, Illinois 60538
info@bdewealth.com
630-474-1055
https://bdewealth.com

Our Commitment

We believe trust is built through transparency, stewardship, and responsible management of information.

Protecting your privacy is part of our commitment to serving individuals, families, and business owners with integrity.

Steward wisely. Learn continuously. Build intentionally. Leave a legacy. 👑🌳💎

15.png

This is who we are partnered with

Montgomery, IL 60538 I  630-474-1055info@bdewealth.com

BDE Wealth operates in collaboration with independent professionals, licensed specialists, and strategic partner firms to support individuals, families, and business owners in making informed financial decisions. Services and recommendations are provided within the scope of applicable licensing, professional standards, and engagement agreements.

BDE Wealth serves as a Legacy Wealth Strategist and Financial Educator focused on stewardship, structure, sovereignty, and intentional wealth design. Our mission is to help people better understand money, business ownership, taxes, risk management, and legacy planning so they can make informed decisions with confidence.

 

Tax preparation and tax advisory services are provided through Tax Deivas, LLC and its licensed professionals. IRS Circular 230 applies. Legal services are provided only through properly licensed attorneys. Insurance products and services are offered through properly licensed and appointed insurance professionals, and all underwriting decisions, premiums, contractual obligations, and guarantees are determined solely by the issuing carrier.

Some links on this website may be affiliate links. If you choose to use them, BDE Wealth may receive compensation at no additional cost to you. We only share resources aligned with our commitment to stewardship, structure, education, and long-term legacy building.

Copyright © 2015–2026 Beasley's Dynamic Enterprises. All Rights Reserved.

⚖️Legal & Privacy

bottom of page