Effective Date: October 02, 2026
Business Name: Everest Wealth LLC
Website: https://everest-leads.com/

1. Introduction

Everest Wealth LLC (“Everest Wealth,” “we,” “our,” or “us”) respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard information when you visit our website, interact with our chat widget, submit a form, request information, or communicate with us by phone, email, or text message.

By using our website or services, you acknowledge that you have read this Privacy Policy.

2. Information We Collect

We may collect the following categories of information:

Contact information: Name, phone number, email address, and mailing address.

Information you provide: Responses to forms, chat messages, service inquiries, and information you voluntarily submit.

Communication preferences: Your consent to receive SMS messages, marketing communications, and other notifications, as well as your opt-out preferences.

Technical information: IP address, browser type, device information, website usage data, and information collected through cookies or similar technologies.

We only request information that is reasonably necessary for our business purposes.

3. How We Use Your Information

Everest Wealth LLC may use the information we collect to:

Respond to inquiries and requests for information.

Provide information about our services, offers, promotions, and updates.

Send SMS messages and other communications when you have provided the required consent.

Schedule appointments and manage customer communications.

Improve our website, services, customer experience, and marketing operations.

Maintain records of consent and comply with applicable legal and regulatory requirements.

Prevent fraud, protect our business, and enforce our policies.

We do not use consent for transactional communications as authorization for marketing messages. Marketing messages are sent only when the appropriate marketing consent has been obtained.

4. SMS/Text Messaging Privacy and Consent

Everest Wealth LLC may send SMS/text messages to individuals who have expressly opted in to receive them through our website, chat widget, forms, or other approved consent methods.

Depending on the consent provided, messages may include promotional offers, discounts, service announcements, appointment-related communications, and other relevant updates.

SMS consent is not a condition of purchasing any product or service. Marketing consent is separate, optional, and not required to submit a general inquiry or use services that do not require text messaging.

Message frequency varies. Message and data rates may apply.

You may opt out of SMS communications at any time by replying STOP to a message. After opting out, you may receive a confirmation of your request, but you will not receive further messages of that type unless you opt in again. For assistance, reply HELP or contact us using the contact information provided below.

We maintain records of SMS consent and opt-out requests as appropriate for compliance and operational purposes.

5. No Sale or Sharing of Mobile Information for Marketing

No mobile information will be shared with third parties or affiliates for their own marketing or promotional purposes. We do not sell, rent, or trade your mobile phone number or SMS consent information to third parties for their independent marketing activities.

Mobile information may be disclosed to service providers, including technology platforms and messaging providers, solely as necessary to operate our business, facilitate communications you have authorized, provide requested services, or comply with applicable law.

These service providers are expected to protect personal information and use it only for authorized purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties, except for aggregators and providers of the text messaging services.

6. How We Share Information

We may disclose personal information in the following limited circumstances:

Service providers: To technology vendors, website providers, CRM platforms, hosting providers, and messaging providers that help us operate our business.

Legal compliance: When disclosure is required by law, regulation, legal process, or a valid governmental request.

Business protection: When reasonably necessary to protect our rights, property, security, users, or business operations.

Business transfers: In connection with a merger, acquisition, restructuring, or transfer of business assets, subject to applicable privacy requirements.

We do not sell personal information in exchange for monetary consideration. We do not share SMS opt-in data or consent with third parties or affiliates for their own marketing purposes.

7. Cookies and Tracking Technologies

Our website may use cookies, pixels, analytics tools, and similar technologies to understand website traffic, improve website functionality, measure advertising performance, and enhance user experience.

You may be able to control cookies through your browser settings. Disabling certain cookies may affect website functionality.

8. Data Security and Retention

We use reasonable administrative, technical, and organizational measures to protect personal information against unauthorized access, disclosure, alteration, or destruction.

We retain information for as long as reasonably necessary to fulfill the purposes described in this policy, maintain appropriate consent and communication records, resolve disputes, and comply with legal obligations.

No method of electronic storage or transmission is completely secure, and we cannot guarantee absolute security.

9. Your Privacy Rights

Depending on applicable law, you may have the right to request access to, correction of, or deletion of certain personal information, subject to legal and operational requirements.

You may also withdraw marketing consent or opt out of SMS messages at any time by replying STOP.

To submit a privacy request, please contact us using the contact details below.

10. Third-Party Websites and Services

Our website may contain links to third-party websites or use third-party tools and platforms. Those services may have their own privacy policies and practices. Everest Wealth LLC is not responsible for the privacy practices of independent third-party websites.

11. Children's Privacy

Our website and services are not directed toward children under 13 years of age. We do not knowingly collect personal information from children under 13 through our website. If we become aware that such information has been collected, we will take appropriate steps to address it.

12. Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our business practices, services, or applicable laws. Any updates will be posted on this page with a revised effective date.

13. Contact Information

If you have questions about this Privacy Policy or how your information is handled, contact:

Everest Wealth LLC
Website: https://everest-leads.com/
Privacy Contact Email: [email protected]

Phone: (407) 580-2647