Tax Deferred Wealth

Privacy

Privacy Policy

Effective October 2026. What we collect through this website, why, who it goes to, and your choices.

Who we are

Tax Deferred Wealth is a program operated by Open1031 Inc. Questions about this policy can be sent through our contact form or by phone at 408‑655‑9296.

What we collect

When you use a form on this website, we receive what you enter: your name, email address, and, if you give them, your phone number, your role (for example, owner, agent or advisor), your brokerage and your message.

When you visit, our hosting and security providers process technical information such as your IP address and browser type, to deliver the site and to protect the forms from spam. Our website analytics do not use cookies and do not identify you personally.

How we use it

  • To reply to your message or request.
  • To tell you about agent briefings, if you asked to hear about them.
  • To send occasional updates, only if you agreed to receive them. Every email has an unsubscribe link.

We do not sell your personal information, and we do not share it for cross-context behavioral advertising.

Who we share it with

  • Brevo, which stores contact details and sends our email.
  • Cloudflare, which hosts this site, keeps the details you send through our forms so our team can follow up, filters spam on our forms and provides privacy-focused analytics.
  • Our email provider, which receives form messages.
  • The program’s partners, when you ask us to connect you with them, and only what’s needed for that.

We may also disclose information if the law requires it.

How long we keep it

We keep contact details while we’re in touch with you and for a reasonable period afterward, unless you ask us to delete them sooner.

Your choices

You can unsubscribe from our emails at any time. You can ask us what information we hold about you, or ask us to correct or delete it, through our contact form or by phone at 408‑655‑9296. California residents have these rights, among others, under the California Consumer Privacy Act to the extent it applies to us, and we won’t treat you differently for using them.

Children

This website is not intended for children under 16, and we do not knowingly collect their information.

Changes

If we change this policy, we’ll update the date at the top of this page.