Privacy Policy

Last updated: June 13, 2026

Bold Wealth Management, Inc. is committed to protecting your privacy. This policy explains how we collect, use, disclose, retain, and protect personal information when you use our website, submit forms, use chat, or communicate with us.

Who We Are

Bold Wealth Management, Inc. is a real estate investment and wealth management firm headquartered at 3460 Preston Ridge Road, Suite 150, Alpharetta, Georgia 30005, United States.

You can contact us at info@boldwealthmanagement.com or +1 (770) 666-5085. For privacy requests, please use the subject line Data Rights Request.

Information We Collect

Identity and contact data such as name, email address, phone number, country, and communication preferences.
Inquiry details, project interests, investment preferences, stated budget ranges, messages, and attachments you choose to provide.
Technical and usage data such as IP address, browser, device information, pages visited, referral URL, cookies, and analytics events.
Communication records from forms, chat, email, phone calls, CRM notes, and follow-up activity.

How We Collect Information

Directly from you when you submit a form, use the LeadConnector chat widget, call us, email us, or subscribe to communications.
Automatically through cookies, server logs, Google Tag Manager, analytics tools, advertising pixels, and similar technologies.
From service providers, CRM and messaging tools, referral partners, and social media platforms where permitted by law.

Forms, Chat, CRM, and SMS

Our website may use Centernex embedded forms and LeadConnector chat or CRM tools to collect, route, and manage inquiries. Information submitted through these tools may include your name, email address, phone number, message, inquiry details, and interaction history.

If you consent to be contacted by phone, email, or text message, we may use your information for follow-up communications related to your inquiry. Message and data rates may apply. Message frequency may vary. Where supported, you can opt out of SMS by replying STOP and request help by replying HELP.

How We Use Information

To respond to your inquiries and provide information about our services and real estate investment opportunities.
To manage leads, CRM records, chat conversations, consultation requests, and follow-up communications.
To send newsletters, project updates, market information, and marketing communications where permitted or where you have consented.
To improve website performance, user experience, security, analytics, advertising measurement, and internal business operations.
To comply with legal obligations, recordkeeping duties, fraud prevention, security requirements, and applicable regulations.

Legal Bases

Where applicable privacy laws require a legal basis, we rely on consent, performance of a contract or pre-contractual steps, legitimate interests, and legal obligations. For Turkish residents, processing may also be subject to Law No. 6698 on the Protection of Personal Data (KVKK).

How We Share Information

We do not sell your personal information. We may share information with trusted service providers that support our website, forms, CRM, chat, hosting, analytics, advertising, email delivery, security, and business operations.

Centernex / LeadConnector for form, chat, CRM, lead management, and follow-up workflows.
Google services, including Google Tag Manager, analytics, advertising, and conversion measurement.
Hosting, deployment, email, security, analytics, and operational vendors such as Vercel, GitHub, email providers, and similar service providers.
Professional advisors, regulators, courts, law enforcement, or transaction parties where required by law or necessary to protect rights and security.
Business or investment partners only where relevant to your inquiry and where permitted by law or consent.

Cookies and Tracking

We use cookies and similar technologies for essential website functionality, language preferences, analytics, advertising measurement, remarketing, fraud prevention, and performance improvement. You can control cookies through your browser settings and any consent tools made available on the website.

International Data Transfers

Bold Wealth Management is based in the United States. If you access the site from outside the United States, including Turkey, the EEA, or the United Kingdom, your information may be transferred to and processed in the United States or other jurisdictions where our service providers operate.

Where required, we use appropriate safeguards such as contractual protections, consent, or other lawful transfer mechanisms.

Data Retention and Security

We retain personal information only as long as reasonably necessary for the purposes described in this policy, including inquiry handling, CRM records, legal compliance, accounting, security, and dispute resolution.

We use technical and organizational safeguards designed to protect personal information, including access controls, secure systems, and encrypted transmission where available. No internet transmission or storage method is completely secure.

Your Rights and Choices

Depending on your location, you may have rights to access, correct, delete, restrict, object to, or receive a copy of your personal information. You may also withdraw consent where processing is based on consent and opt out of marketing communications.

To exercise privacy rights, contact us at info@boldwealthmanagement.com. Turkish residents may indicate KVKK Başvurusu in the subject line. We may need to verify your identity before completing a request.

Children, Third-Party Links, and Updates

Our services are intended for adults and are not directed to children under 18. We do not knowingly collect personal information from children.

Our website may link to or embed third-party websites and services. Their privacy practices are governed by their own policies.

We may update this Privacy Policy from time to time. The updated version will be posted on this page with a revised last-updated date.