We are not financial advisors. The content on this website and our on social channels are for informational and educational purposes only and merely cite our personal opinions. In order to make the best financial decision that suits your individual needs, you should conduct your own research and perhaps seek the advice of a licensed financial advisor if necessary. All investments involve some form of risk and there is no guarantee that you will be successful in making, saving, or investing money; nor is there any guarantee that you won't experience any loss when investing. Always remember that everyone's financial situation is unique, and to make smart decisions applicable for your situation and do independent research!


Winenance FI (“Winenance”) is committed to protecting your privacy online. This Privacy Policy describes the personal information we collect through this website at www.winenancefi.com (the “Site”), and how we collect and use that information.


The terms “we,” “us,” and “our” refers to Winenance. The terms “user,” “you,” and “your” refer to site visitors, customers, and any other users of the site.


The term “personal information” is defined as information that you voluntarily provide to us that personally identifies you and/or your contact information, such as your name, phone number, and email address.


The term “Service” is defined as information, advice and inspiration given via the website and blog, as well as information regarding financial lifestyle information and services provided by Winenance. The website may also sell digital and physical products to help further educate, inspire and help.


Use of www.WinenanceFI.com, including all materials presented herein and all online services provided by Winenance, is subject to the following Privacy Policy. This Privacy Policy applies to all site visitors, customers, and all other users of the site. By using the Site or Service, you agree to this Privacy Policy, without modification, and acknowledge reading it.



This Site only collects the personal information you voluntarily provide to us, which may include:

  •    Your First and Last Name

  •    Your Email Address

  •    Your Phone Number

  •    Any additional information supplied to schedule a consult or receive further information

The information you provide is used to process transactions, send periodic emails, and improve the service we provide. We do share your information with trusted third parties who assist us in operating our website, conducting our business and servicing clients and visitors. These trusted third parties agree to keep this information confidential. Your personal information will never be shared with unrelated third parties.

Anonymous Information Collected on this Website

We record anonymous web analytics and traffic data. Most of the information that we collect from this website is anonymous information, such as the pages you visit. Other anonymous data we may collect might include the name of your internet service provider, the website that you used to link to our site, the websites that you visit from our site, and your IP address. The data is used for statistical purposes, but you, as the individual user, remain anonymous. We use this anonymous information to help improve the content of this site and to compile aggregate statistics about individuals using our site for internal market research purposes.



We may record information relating to your use of the Site, such as the searches you undertake, the pages you view, your browser type, IP address, requested URL, referring URL, and timestamp information. We use this type of information to administer the Site and provide the highest possible level of service to you. We also use this information in the aggregate to perform statistical analyses of user behavior and characteristics in order to measure interest in and use of the various areas of the Site.



This site may earn income through affiliate relationships with some of the companies mentioned within. These are generally companies which we use or have used. As such, we may use affiliate links, in which we may earn a commission from, at no additional cost to you, and we will disclose at the header or footer of an article if affiliate links are included. You can trust that our opinions are not impacted by these relationships, and we will never affiliate with a company, product, or service that we would not personally use ourselves. 




We may send cookies to your computer in order to uniquely identify your browser and improve the quality of our service. The term “cookies” refers to small pieces of information that a website sends to your computer’s hard drive while you are viewing the Site. We may use both session cookies (which expire once you close your browser) and persistent cookies (which stay on your computer until you delete them). You have the ability to accept or decline cookies using your web browser settings. If you choose to disable cookies, some areas of the Site may not work properly or at all.



The Site may contain links to third party websites. Except as otherwise discussed in this Privacy Policy, this document only addresses the use and disclosure of information we collect from you on our Site. Other sites accessible through our site via links or otherwise have their own policies in regard to privacy. We are not responsible for the privacy policies or practices of third parties.



We maintain security measures to protect your personal information from unauthorized access, misuse, or disclosure. However, no exchange of data over the Internet can be guaranteed as 100% secure. While we make every effort to protect your personal information shared with us through our Site, you acknowledge that the personal information you voluntarily share with us through this Site could be accessed or tampered with by a third party. You agree that we are not responsible for any intercepted information shared through our Site without our knowledge or permission. Additionally, you release us from any and all claims arising out of or related to the use of such intercepted information in any unauthorized manner.



To access or use the Site, you must be 18 years old or older and have the requisite power and authority to enter into this Privacy Policy. Children under the age of 18 are prohibited from using the Site.



You may correct or remove your personal information and privacy preferences by contacting us via email at info@winenancefi.com.  



You acknowledge and agree that it is your responsibility to review this Site and this Policy periodically and to be aware of any modifications. We will notify you of any changes to this privacy policy by posting those changes on this page.



We appreciate you being part of this community. If you have questions about our privacy policy, please email us at info@winenancefi.com.