Privacy Policy for Web Users and Visitors

At The Enrichment Group , we are serious about protecting your privacy. We provide this privacy policy (Policy) to explain how we collect, use and protect your personal information as you interact with us online.  As a user (referred to here as “users”, “members”, “visitors”, “you”, “your”) of website, you indicate your agreement to and acceptance of the terms of this Policy, and consent to the collection, retention and use of your personally identifiable information consistent with this Policy, as amended from time to time.

We reserve the right to change this Policy at any time by posting a new privacy statement on our website. If we make any changes to the way we use your personal information, we will announce the change on our Website, or by sending you an email. You are bound to any changes on the Policy when you use our Website after changes have been posted.

If you are visiting our site from outside the United States, there may be special rules or limitations on your use of this website.

Information Collected by the Company

We collect information about users during their registration for our various subscription lists and memberships, their participation in certain activities on our website, their interactions with us through online communications, and through the use of cookies.

A. Information that You Provide To Us

If a user wishes to become a registered user, or to subscribe to our mailing list and/or newsletter, we collect and retain contact information that is given to us, such as name, email and mailing address. We may also keep track of your correspondence with the company through email, social media networks, the community forum or support.

B. Information that is Collected Automatically 

When users request pages from our server, our web server automatically collects some information about the users, including their IP addresses, “cookie” information and the page you requested. These IP addresses are used by computers to send the requested pages to users, and cookies allow us to recognize your browser or mobile device and to keep track of when our web pages are visited, and by how many people. You may prevent or disable cookies, but this may impact your ability to use the features on our website.

If you click on a link to a third party website, such third party may also transmit cookies to you. This Privacy Policy does not cover the use of cookies by any third parties.

Use of Information

Except as disclosed to you or as otherwise described in this Policy, as may be amended from time to time, The Company will not share any personally identifiable information that subscribers or website users provide to us with any third party for their direct marketing purposes.

In certain cases we may collaborate with third party affiliates. These affiliates may provide products or services to you, however, these will be recognizable to you. We will share information associated with the transaction only to the extent that it is related to the transaction or service, and that you have given permission for the transaction. We do not control or take responsibility for third party websites.

In order to provide our services to you, we partner with companies and people who perform tasks on our behalf. At times, we need to share your personal information with them in order to provide the service. These partners do have the right to use your personal information, and we will never share more than what is necessary to complete the transaction.

The Company will disclose info to the extent necessary to comply with applicable laws or legal processes (e.g., subpoenas). We will cooperate with law enforcement authorities.

If The Company should ever file for bankruptcy or merge with another company, or if we should decide to buy, sell or reorganize some part or all of our business, The Company may be required to disclose your personally identifiable information to prospective or actual purchasers or receive such information from sellers. The Company intends to seek appropriate protection for information disclosed or received in these types of transactions.

Any information disclosed in public areas of the site will become public information. The Company cannot control the use of information disclosed in public forums, such as bulletin boards, news groups, or chat rooms. The Company will treat any postings by users, feedback, emails or suggestions to us as NON-CONFIDENTIAL and as NON-PROPRIETARY.


If you have an account with us, it is protected by your own personal password. You must prevent unauthorized access to your account by protecting your password and limiting access to your device or computer.

The Company uses reasonable precautions to keep the personal information disclosed to us secure and to disclose such information only to responsible third parties. Please note that The Company makes no guarantee that information provided to us will not be accessed, disclosed, altered or destroyed by breach of firewalls or secure server software. The Company is not responsible for circumvention of any privacy settings or security measures contained on the site, and any personal information you give is at your own risk. The Company is not responsible for the content or the privacy policies of websites to which it may provide links or the websites of its advertisers.

How to Opt-Out

To request that we remove your personally identifiable information from our database or to “opt-out” of any further email or contact you may update your user profie settings, or send a request to The Company will make a good faith effort to comply with such written requests within thirty days of receipt of the request, and depending on the nature of the request, such request may be subject to a nominal fee.

Privacy Policy for Clients

At The Enrichment Group, we share our clients’ concerns about privacy. We understand that you want to know how we treat the personal information that we obtain from you in the course of providing you with our planning and investment services. We do not disclose any nonpublic, personal information about our clients or former clients to anyone, except as permitted by law.

What kind of information do we collect and where do we get it?

Most of the personal information we compile comes from the data organizer that you fill out when you establish a relationship with us. We also collect information on your account application(s) or other forms that you fill out, by telephone or in a personal meeting. We also receive transaction information on the accounts that we manage for you. We limit access to this information to those permitted by law, such as:

  • Persons who perform a business function for us
  • Regulatory or law-enforcement authorities

With your permission, we may also provide such information to professionals such as your accountant or attorney.

Other information we may collect from you indirectly includes your Internet provider’s address, browser type, and operating system used when you access our Web site. We may do this through the use of cookies, which are small text files sent from the Web server to your computer. Cookies help us to know you better by providing operational data we can use to aid your interaction with our Web site and improve its navigation and usability.

Standing alone, cookies, graphic interchange formats (GIFs) and other Web tools, as well as data derived from them, do not identify you personally – they merely recognize your browser. Unless you choose to identify yourself by requesting additional information through our Web site about our service, you will remain anonymous.

How do we protect your personal information?

We restrict access to nonpublic, personal information about you to only those employees and agents who need to know that information to provide products or services to you. In addition, we safeguard your privacy with our correspondents. We maintain physical, electronic, and procedural safeguards that comply with applicable federal regulations to protect your nonpublic, personal information.

At The Enrichment Group, we work hard to establish and maintain your trust. If you have any questions or concerns regarding the privacy of your nonpublic, personal information, please call your planner at (305) 274-1600 or e-mail us at

If you have any difficulty in contacting The Enrichment Group, Inc. during normal business hours you may contact Westminster Financial Securities, Inc. directly at (800) 235-7526.

For more information regarding this policy, or if you object to the sharing of information as described above, please contact The Enrichment Group, Inc., 7355 SW 87th Avenue, Suite 300, Miami Florida 33173 or at the phone or email address listed above.

Policies Effective: June 14, 2013