Last Updated: March 24, 2026
REI Wealth Management, LLC ("we," "us," "our") 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.
We may collect information about you in a variety of ways, including:
When you contact us or apply for financing, we may collect personally identifiable information such as your name, email address, phone number, company name, business address, financial information, and any other information you voluntarily provide.
To evaluate your financing application, we collect financial data including business revenue, tax returns, bank statements, credit reports, and other documentation necessary to assess creditworthiness.
When you visit our website, we may automatically collect certain information about your device, including your IP address, browser type, operating system, access times, and pages viewed.
We use the information we collect to:
We may share your information in the following circumstances:
We may share your information with third-party service providers who perform services on our behalf, such as credit bureaus, payment processors, data analytics providers, and IT service providers.
We may disclose your information if required to do so by law or in response to valid requests by public authorities (e.g., a court or government agency).
In connection with any merger, sale of company assets, financing, or acquisition of all or a portion of our business to another company, your information may be transferred.
Third-Party Marketing Disclosure: No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
If you opt in to receive SMS or text messages from REI Wealth Management, LLC, the following terms apply:
By providing your mobile phone number and checking the SMS opt-in box on our contact form, you expressly consent to receive recurring marketing and promotional SMS/MMS messages from REI Wealth Management, LLC, sent using an automated telephone dialing system (ATDS). These messages may include offers, updates, and information about our financial products and services.
Message frequency varies. You may receive up to 4 messages per month, depending on your interactions and our promotional activities.
Message and data rates may apply. Please check with your mobile carrier for details on your messaging plan and any associated charges.
You may opt out of receiving SMS messages at any time by replying STOP to any message you receive from us. After sending STOP, you will receive one final confirmation message indicating that you have been unsubscribed. You will no longer receive messages from REI Wealth Management, LLC unless you re-opt-in.
For assistance, reply HELP to any message, or contact us at raymond@rei-wealth-management.com.
Consent to receive SMS messages is NOT a condition of purchasing any goods or services from REI Wealth Management, LLC. You may contact us by email or other means to access our services without providing SMS consent.
We will not share your mobile phone number or SMS opt-in data with third parties for their own marketing purposes. Your mobile information is used solely for the purpose of delivering the messages you consented to receive.
We use administrative, technical, and physical security measures to protect your personal information. While we have taken reasonable steps to secure the personal information you provide to us, please be aware that no security measures are perfect or impenetrable, and no method of data transmission can be guaranteed against interception or misuse.
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. Financial records and application data may be retained for several years to comply with regulatory requirements.
Depending on your location, you may have certain rights regarding your personal information, including:
To exercise any of these rights, please contact us at raymond@rei-wealth-management.com.
Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If you become aware that a child has provided us with personal information, please contact us, and we will take steps to delete such information.
We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page and updating the "Last Updated" date. You are advised to review this Privacy Policy periodically for any changes.
If you have questions or comments about this Privacy Policy, please contact us:
REI Wealth Management, LLC
14624 Chatsworth Manor Circle
Tampa, FL 33626
Email: raymond@rei-wealth-management.com