Privacy Policy

Last Updated: January 1, 2026

Introduction

Wiz Management ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or use our services.

Information We Collect

Personal Information

We may collect personal information that you voluntarily provide to us when you:

  • Request a consultation or contact us
  • Subscribe to our newsletter or mailing list
  • Fill out a form on our website
  • Engage our accounting and financial services

This information may include:

  • Name and contact information (email address, phone number, mailing address)
  • Company name and business information
  • Financial information necessary to provide our services
  • Tax identification numbers and related documentation

Automatically Collected Information

When you visit our website, we may automatically collect certain information about your device, including:

  • IP address and browser type
  • Operating system and device information
  • Pages visited and time spent on pages
  • Referring website or source

How We Use Your Information

We use the information we collect to:

  • Provide, maintain, and improve our accounting and financial services
  • Process your requests and respond to your inquiries
  • Send you newsletters, marketing communications, and updates (with your consent)
  • Analyze website usage and improve user experience
  • Comply with legal obligations and professional standards
  • Prevent fraud and maintain security

How We Share Your Information

We do not sell or rent your personal information to third parties. We may share your information with:

  • Service Providers: Third-party vendors who perform services on our behalf (e.g., cloud hosting, email services, payment processors)
  • Professional Advisors: Lawyers, accountants, and other professional advisors as necessary
  • Legal Authorities: When required by law or to protect our rights and safety
  • Business Transfers: In connection with a merger, acquisition, or sale of assets

Data Security

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. These measures include:

  • Encryption of data in transit and at rest
  • Regular security assessments and audits
  • Access controls and authentication requirements
  • Employee training on data protection
  • Secure cloud infrastructure with redundant backups

However, no method of transmission over the internet or electronic storage is 100% secure. While we strive to use commercially acceptable means to protect your personal information, we cannot guarantee absolute security.

Data Retention

We retain your personal information for as long as necessary to fulfill the purposes outlined in this Privacy Policy, unless a longer retention period is required or permitted by law. As a professional services firm, we are required to maintain certain records for specific periods in accordance with professional standards and legal requirements.

Your Rights and Choices

Depending on your location, you may have the following rights regarding your personal information:

  • Access: Request access to the personal information we hold about you
  • Correction: Request correction of inaccurate or incomplete information
  • Deletion: Request deletion of your personal information (subject to legal obligations)
  • Restriction: Request restriction of processing in certain circumstances
  • Portability: Request transfer of your information to another service provider
  • Objection: Object to processing of your information for certain purposes
  • Opt-Out: Unsubscribe from marketing communications at any time

To exercise these rights, please contact us at privacy@wizmanagement.com.

Cookies and Tracking Technologies

We use cookies and similar tracking technologies to enhance your experience on our website. Cookies are small data files stored on your device. You can control cookie preferences through your browser settings. However, disabling cookies may limit your ability to use certain features of our website.

Types of Cookies We Use:

  • Essential Cookies: Necessary for website functionality
  • Analytics Cookies: Help us understand how visitors use our website
  • Functional Cookies: Remember your preferences and settings
  • Marketing Cookies: Used to deliver relevant advertisements (with your consent)

Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of these external sites. We encourage you to review the privacy policies of any third-party sites you visit.

Children's Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If you believe we have inadvertently collected information from a child, please contact us immediately.

International Data Transfers

Your information may be transferred to and processed in countries other than your country of residence. These countries may have data protection laws different from your jurisdiction. We ensure appropriate safeguards are in place to protect your information in accordance with this Privacy Policy.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. We will notify you of any material changes by posting the updated policy on our website and updating the "Last Updated" date. Your continued use of our services after such changes constitutes acceptance of the updated policy.

Contact Us

If you have questions or concerns about this Privacy Policy or our data practices, please contact us at:

Wiz Management
123 Financial District
New York, NY 10004
Email: privacy@wizmanagement.com
Phone: (555) 012-3456

Specific State Privacy Rights

California Residents (CCPA/CPRA)

If you are a California resident, you have additional rights under the California Consumer Privacy Act (CCPA) and California Privacy Rights Act (CPRA), including the right to know what personal information we collect, the right to delete personal information, and the right to opt-out of the sale of personal information. We do not sell personal information.

Nevada Residents

Nevada residents have the right to opt-out of the sale of certain personal information. We do not sell personal information as defined under Nevada law.

European Economic Area (EEA) Residents

If you are located in the EEA, you have rights under the General Data Protection Regulation (GDPR), including the right to access, rectify, erase, restrict processing, object to processing, and data portability.