You agree to the privacy policy below, and the Privacy Policy for Substack, the technology provider.
PRIVACY POLICY Last Updated: January 2026
1. Introduction Momentum Wealth Research, LLC (”The Publisher,” “we,” “us”) values your privacy. This policy explains how we collect, use, and protect your personal information. We are an affiliate of Momentum Wealth Planning, LLC (”The RIA”), a federally registered investment adviser.
2. Information We Collect We collect information you provide directly to us, including:
Contact Information: Name and email address.
Payment Information: Payment data is processed securely by our third-party provider (Stripe). We do not store full credit card numbers.
Usage Data: We track interaction with our newsletter to improve our content.
Advertising Data: We use tracking pixels (such as the Meta Pixel) to measure the effectiveness of our advertising campaigns.
3. How We Use Your Information We use your data strictly to:
Deliver the newsletter and editorial content.
Process subscription payments.
Analyze trends to improve our research product.
4. Data Sharing with Affiliates (Compliance Only) As an affiliate of Momentum Wealth Planning, LLC, we may share your contact information with The RIA solely for administrative, legal, and compliance purposes (e.g., to conduct conflict checks or maintain required books and records).
Firewall Provision: Your data will not be used by Momentum Wealth Planning to market advisory services to you.
5. No Solicitation Between Entities We maintain a strict separation between our publishing business and our advisory business.
No Cross-Solicitation: Momentum Wealth Planning (”The RIA”) is strictly prohibited from using subscriber contact information obtained from Momentum Wealth Research to solicit advisory clients.
No Sales Calls or Emails: You will not receive cold calls, marketing emails, or sales outreach from The RIA as a result of your subscription to this newsletter.
Subscriber-Initiated Only: Any engagement for personalized wealth management services must be initiated entirely by you.
6. Third-Party Platforms Our newsletter is hosted on the Substack platform. By using our service, you also acknowledge that your data is subject to Substack’s Privacy Policy.
7. Your Rights & Opt-Out
Email Marketing: You may opt out of receiving newsletter communications at any time by clicking the “Unsubscribe” link at the bottom of our emails.
Ad Tracking: You can opt out of certain ad tracking by adjusting your device or browser settings.
8. Contact Us If you have questions about this policy or our data practices, please contact us at: Contact@MomentumWealthResearch.com