Scope and our role
The Wealth District LLC (doing business as “The Wealth District,” “we,” “us,” or “our”) operates this website and Clarity. This Privacy Policy applies when you visit this website, contact The Wealth District, or use Clarity. Dr. P provides financial advice and financial services. Clarity explains those services, offers general information, and helps visitors find contact options; it does not replace personal advice from Dr. P. We do not use Clarity to make decisions about credit, insurance, employment, housing, or other similarly significant matters.
Information we process
We may process information you choose to provide through our non-AI contact channels, including your name, email address, telephone number, messages, and questions. Clarity’s current chat and voice channels do not submit callback or appointment requests.
When you use voice services, microphone or telephone audio is processed in real time. We may also process limited technical information such as IP address, browser or device details, session timestamps, duration, connection status, call-routing information, and consent or opt-out records.
AI, chat, and voice services
Clarity is an artificial-intelligence assistant—not a human and not Dr. P. It represents Dr. P as his virtual assistant. We use automated chat and voice technology to explain his services, answer general questions, and direct visitors to verified public contact options. Clarity’s website voice and text channels cannot book, transfer, submit callbacks, or record opt-out requests.
Voice audio must be transmitted to our voice-technology providers and processed live so Clarity can respond. In the current configuration, The Wealth District does not retain audio recordings or voice-conversation transcripts. Limited call attributes and consent records may be retained for security, reliability, and compliance. If recording or retained transcription is enabled later, we will provide a separate notice and obtain any consent required before recording begins.
Starting a browser voice conversation or calling us authorizes processing for that conversation only. It does not authorize unrelated future marketing calls or texts. Read our AI Voice Notice.
Automatic browser reconnection is a separate, optional choice for your current visit. If enabled, it permits live microphone processing to resume seven minutes after you end a call while this website is visible and active. You can turn it off in Clarity’s controls or switch to text. It is cleared when you reload or leave the website. A minimized call stays connected until you end it.
How we use information
- Operate, secure, troubleshoot, and improve the website and AI services.
- Provide requested educational information and answer questions.
- Respond to inquiries you send through our non-AI contact channels.
- Prevent fraud, abuse, and unauthorized use.
- Maintain consent and do-not-call records and comply with law.
We do not sell voice recordings, chat content, or telephone numbers, and we do not use those materials for cross-context behavioral advertising.
Please do not send sensitive information
Do not submit Social Security numbers, financial-account or payment-card numbers, passwords, one-time access codes, government identification numbers, medical information, or other sensitive information through Clarity or website chat. The Wealth District does not request this information through its AI assistants.
Retention and security
We retain information only for as long as reasonably necessary for the purposes described here. Inquiries sent through non-AI contact channels may be kept while we respond and for a limited period afterward for service and business records. Limited AI security attributes expire automatically. Consent, telemarketing, do-not-call, and related compliance records may be retained for at least five years, or longer when needed to continue honoring an opt-out or comply with law.
We use administrative, technical, and organizational safeguards designed to protect personal information. No online or telecommunications system can be guaranteed completely secure.
Your choices and privacy rights
Clarity cannot record an opt-out in its current configuration. You may ask us not to call by saying “stop” during a call or emailing thewealthdistrictllc@gmail.com.
Depending on where you live, applicable law may provide rights to request access to, correction of, deletion of, or a copy of certain personal information, or to appeal our response. We may verify your identity before fulfilling a request.
Children and external links
Our services are intended for adults and are not directed to children under 13. We do not knowingly collect personal information from children under 13. This website may link to third-party websites; their privacy practices are governed by their own policies.
Contact us
Questions, privacy requests, and opt-out requests may be sent to The Wealth District LLC at thewealthdistrictllc@gmail.com or (682) 622-9716. We may update this policy as our services or legal obligations change; the effective date above will show the latest revision.