RothWise Privacy Policy

About this policy

Last updated: November 11, 2026.

This policy explains how RothWise collects and uses information when you visit the website or use our planning and presentation software.

Information we collect

We collect account and registration information, such as your name, email address, sign-in credentials, and account preferences. We also process information you submit through forms, support requests, and appointment scheduling.

Advisors may enter client names, ages, filing status, state, income, account balances, and planning assumptions. Saved client profiles and analysis inputs are stored in the advisor account. They are not automatically deleted when a session ends. Advisors can delete saved client profiles through the application.

We collect technical information such as browser and device information, IP addresses, usage events, and logs to operate, secure, and improve the service.

How we use information

We use information to provide accounts, generate planning illustrations and presentations, save client work, process subscriptions, deliver requested emails, respond to requests, prevent misuse, and understand how the service is used.

Advisors are responsible for having permission to enter client information and for entering only information needed for the analysis. RothWise is a planning and presentation tool, not a provider of tax, legal, or investment advice.

Cookies and analytics

RothWise uses cookies and browser storage for sign-in sessions, account functionality, and analytics. Google Analytics 4 measures page views and actions such as calculator use, registrations, checkout starts, and booking interactions. Microsoft Clarity provides interaction analysis, including session recordings and heatmaps.

These analytics services may process device and browser information, IP addresses, cookies, and interactions under their own privacy policies. Our custom analytics events are designed not to send names, email addresses, phone numbers, or financial inputs. This does not mean third-party services collect no technical information.

You can manage cookies and storage in your browser, use Google's analytics opt-out tools, or block analytics requests. Blocking essential cookies may prevent sign-in or other features from working.

Service providers and sharing

We use service providers for hosting, database storage, authentication, email delivery, analytics, scheduling, and payments. These include Replit, Resend, Google Analytics, Microsoft Clarity, Calendly, and Stripe. Information needed for a requested feature may be processed by the providers supporting that feature, including AI services when you use AI-assisted features.

Stripe processes payment details and subscriptions. We receive billing and subscription information needed to manage your account; payment card details are handled by Stripe. A 14-day trial requires a credit card and is followed by paid billing unless canceled before the trial ends.

We do not sell personal information for money. We may disclose information to comply with law, protect users and the service, or as part of a business transfer. Third-party services have their own terms and privacy policies.

Retention, security, and your choices

We retain account, saved client, and billing-related information as needed to provide the service and meet legal, security, and recordkeeping obligations. Deleting a profile removes it from the active application, but copies may remain in backups or records for a limited operational or legal purpose.

We use reasonable safeguards, but no system or transmission is completely secure. Do not enter information you are not authorized to share. You may request access, correction, or deletion of your personal information using the contact details below. Applicable law may provide additional rights; some records must be retained.

The service is intended for adults and professional use, not children under 13. Information may be processed in the United States and other locations used by service providers.

Changes and contact

We may update this policy and will identify the revised date on this page. Please review it when you use the service.

For privacy questions, data requests, account questions, or legal notices, write to SBC Social Marketing LLC operating RothWise, 2 Fulton St W, Grand Rapids, MI 49503, United States. Include enough information to identify your account, but do not send passwords or sensitive client financial details.