Privacy Policy
Privacy Policy
YOUR PRACTICE RUNS ON MORE THAN MEDICINE.
You didn't spend years in training to spend your evenings reconciling accounts or wondering why your collections don't match what you billed. That's not your job — it's ours.
At Wellness Wealth Solutions, we work primarily with small medical practices. We know how your revenue flows, where it tends to get stuck, and what your numbers actually mean for the way you practice. Clear financials. Real insight.
WELLNESS WEALTH SOLUTIONS
Privacy Policy
DOCUMENT NOTE: All fields marked in [RED BRACKETS] must be completed before this document is published. This policy has been drafted for compliance with Washington State law and the California Consumer Privacy Act (CCPA/CPRA). It does not address HIPAA compliance, which is governed separately. Because Wellness Wealth Solutions handles financial data of medical practices, review by a qualified attorney is strongly recommended before publishing.
Effective Date: March 27, 2026
Last Updated: March 27, 2026
This Privacy Policy describes how Wellness Wealth Solutions ("Company," "we," "us," or "our"), operated by Tom Enquist, collects, uses, shares, and protects information when you visit our website at https://wellnesswealthsolutions.com (the "Site") or engage our services. By using the Site, you agree to the practices described in this Policy.
WELLNESS WEALTH SOLUTIONS
Privacy Policy
DOCUMENT NOTE: All fields marked in [RED BRACKETS] must be completed before this document is published. This policy has been drafted for compliance with Washington State law and the California Consumer Privacy Act (CCPA/CPRA). It does not address HIPAA compliance, which is governed separately. Because Wellness Wealth Solutions handles financial data of medical practices, review by a qualified attorney is strongly recommended before publishing.
Effective Date: March 27, 2026
Last Updated: March 27, 2026
This Privacy Policy describes how Wellness Wealth Solutions ("Company," "we," "us," or "our"), operated by Tom Enquist, collects, uses, shares, and protects information when you visit our website at https://wellnesswealthsolutions.com (the "Site") or engage our services. By using the Site, you agree to the practices described in this Policy.
OUR SERVICES
What we do — and why it's different
Medical-Specific Bookkeeping
Accurate books, built around how medical practices actually get paid.
We clean up and maintain your financials with an understanding of medical billing cycles, payer mixes, and procedure-level categorization — not just generic income and expense buckets.
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OUR SERVICES
What we do — and why it's different
Medical-Specific Bookkeeping
Accurate books, built around how medical practices actually get paid.
We clean up and maintain your financials with an understanding of medical billing cycles, payer mixes, and procedure-level categorization — not just generic income and expense buckets.
Service-Line Profitability
Find out which parts of your practice are carrying the weight — and which ones aren't.
Most bookkeepers give you totals. We give you the breakdown so you can see which procedures are most profitable, which service lines are underperforming, and where the growth opportunities are.
Advisory Support
Someone in your corner when the decisions get real.
We meet with you regularly to walk through your financials and help you think through key decisions such as hiring, pricing, capacity, and contracts.
CFO Services: Forecasting & Long-Term Planning
A financial roadmap for the practice you're building.
We help you plan ahead with cash flow forecasting, scenario planning, and long-term strategic planning so you can grow your practice with confidence.
1. Information We Collect
We collect information in the following ways:
a. Information You Provide Directly
Contact and inquiry information: name, email address, phone number, and business name when you submit a contact form, schedule a consultation, or communicate with us.
Client onboarding information: business financial records, bank account and transaction data, billing records, and related financial documentation provided for bookkeeping and advisory services.
Communications: records of emails, phone calls, or messages you send to us.
b. Information Collected Automatically
When you visit the Site, we may automatically collect certain technical information, including:
IP address and approximate geographic location (city/region level);
Browser type and version;
Pages visited, time on page, and referring URLs;
Device type and operating system.
This information is collected through standard web server logs and, if applicable, cookies or similar tracking technologies. See Section 7 (Cookies) for more information.
c. Information from Third Parties
We may receive information about you from third-party service providers (such as scheduling platforms or payment processors) in connection with your use of our services.
2. How We Use Your Information
We use the information we collect to:
Respond to your inquiries and schedule consultations;
Provide, manage, and improve our bookkeeping, advisory, and financial services;
Prepare financial reports and communicate insights relevant to your business;
Comply with applicable legal obligations, including tax laws and regulatory requirements;
Protect the security and integrity of our business and your information;
Send you service-related communications (e.g., invoices, engagement updates); and
With your consent, send you informational content or marketing communications.
3. How We Share Your Information
We do not sell your personal information. We may share your information in the following limited circumstances:
Service providers: We may share information with trusted third-party vendors who help us operate our business (e.g., scheduling software, cloud storage, accounting software, email platforms). These vendors are contractually required to protect your information and use it only for the purposes we specify.
Your CPA or other advisors: With your explicit authorization, we may share financial information with your accountant, tax preparer, or other professionals working on your behalf.
Legal requirements: We may disclose information when required to do so by law, court order, subpoena, or regulatory authority.
Business transfer: In the event of a merger, acquisition, or sale of substantially all of our assets, your information may be transferred as part of that transaction. We will notify you via the Site or email before your information is transferred and becomes subject to a different privacy policy.
With your consent: We may share information for any other purpose with your prior written consent.
4. Data Retention
We retain personal and financial information for as long as necessary to provide our services and comply with applicable legal, tax, and accounting retention requirements. Financial records related to client engagements are generally retained for a maximum of 6 months following the end of the engagement, unless a longer period is required by law. When information is no longer needed, we securely delete or anonymize it.
5. Data Security
We implement reasonable administrative, technical, and physical safeguards designed to protect your information from unauthorized access, use, alteration, or disclosure. These measures include password-protected software and two-factor authentication. However, no method of transmission over the Internet or method of electronic storage is 100% secure, and we cannot guarantee absolute security.
In the event of a data breach involving your personal information, we will notify you as required by applicable law, including Washington’s Data Breach Notification Law (RCW 19.255.010) and California’s breach notification requirements (Cal. Civ. Code § 1798.82).
6. Your Rights
Washington State Residents
Washington’s My Health MY Data Act (effective 2024) provides residents with rights over personal health data. To the extent Wellness Wealth Solutions handles any personal health-related financial data, we will honor requests to access, correct, or delete such data as required by applicable law.
Washington’s data breach law (RCW 19.255.010) requires us to notify you promptly if your personal information is compromised.
California Residents — CCPA/CPRA Rights
If you are a California resident, you have the following rights under the California Consumer Privacy Act (CCPA), as amended by the California Privacy Rights Act (CPRA):
Right to Know: You may request disclosure of the categories and specific pieces of personal information we have collected about you, the purposes for collection, and the categories of third parties with whom we share it.
Right to Delete: You may request that we delete personal information we have collected about you, subject to certain exceptions (e.g., information needed to complete a transaction or comply with a legal obligation).
Right to Correct: You may request correction of inaccurate personal information we hold about you.
Right to Opt Out of Sale or Sharing: We do not sell or share personal information for cross-context behavioral advertising. If this changes, we will update this Policy and provide a "Do Not Sell or Share My Personal Information" link.
Right to Limit Use of Sensitive Personal Information: To the extent we collect sensitive personal information (e.g., financial account information), you have the right to limit our use of it to that which is necessary to provide the services.
Right to Non-Discrimination: We will not discriminate against you for exercising your CCPA/CPRA rights.
To exercise any of these rights, please submit a verifiable request to us using the contact information in Section 10. We will respond within 45 days as required by law. We may need to verify your identity before processing your request.
You may also designate an authorized agent to make a request on your behalf.
7. Cookies and Tracking Technologies
Our Site may use cookies and similar tracking technologies to improve user experience and analyze Site usage. You may control or disable cookies through your browser settings; however, some features of the Site may not function properly without them.
We DO use third-party analytics tools such as Google Analytics on this Site. We use Google Analytics to understand how visitors use the Site. Google Analytics collects information anonymously and reports website trends without identifying individual visitors. You may opt out of Google Analytics tracking at https://tools.google.com/dlpage/gaoptout.
We DO NOT currently display a cookie consent banner. If required by future regulation or business changes, one will be implemented.
8. Children’s Privacy
Our Site and Services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children under 18. If we become aware that a child under 18 has provided us with personal information, we will take steps to delete such information promptly.
9. Third-Party Links
The Site may contain links to third-party websites. We are not responsible for the privacy practices or content of those sites. We encourage you to review the privacy policy of any third-party site you visit.
10. Contact Us — Privacy Requests and Questions
To exercise your privacy rights, ask questions about this Policy, or report a privacy concern, please contact us:
Wellness Wealth Solutions
Attn: Tom Enquist — Privacy
9309 W Kite Dr
Cheney, WA 99004
Email:[email protected]
Phone: 425-290-2803
We will acknowledge your request within 5 Business days and respond fully within 45 days (or as otherwise required by applicable law).
11. Changes to This Privacy Policy
We may update this Privacy Policy from time to time. When we do, we will post the revised Policy on the Site with an updated "Last Updated" date. If we make material changes, we will provide more prominent notice (such as a notice on the Site homepage or an email to known clients). Your continued use of the Site following the posting of changes constitutes acceptance of those changes.
12. Governing Law
This Privacy Policy is governed by the laws of the State of Washington. To the extent California law provides you with additional privacy rights, those rights are honored as described in this Policy.
1. Information We Collect
We collect information in the following ways:
a. Information You Provide Directly
Contact and inquiry information: name, email address, phone number, and business name when you submit a contact form, schedule a consultation, or communicate with us.
Client onboarding information: business financial records, bank account and transaction data, billing records, and related financial documentation provided for bookkeeping and advisory services.
Communications: records of emails, phone calls, or messages you send to us.
b. Information Collected Automatically
When you visit the Site, we may automatically collect certain technical information, including:
IP address and approximate geographic location (city/region level);
Browser type and version;
Pages visited, time on page, and referring URLs;
Device type and operating system.
This information is collected through standard web server logs and, if applicable, cookies or similar tracking technologies. See Section 7 (Cookies) for more information.
c. Information from Third Parties
We may receive information about you from third-party service providers (such as scheduling platforms or payment processors) in connection with your use of our services.
2. How We Use Your Information
We use the information we collect to:
Respond to your inquiries and schedule consultations;
Provide, manage, and improve our bookkeeping, advisory, and financial services;
Prepare financial reports and communicate insights relevant to your business;
Comply with applicable legal obligations, including tax laws and regulatory requirements;
Protect the security and integrity of our business and your information;
Send you service-related communications (e.g., invoices, engagement updates); and
With your consent, send you informational content or marketing communications.
3. How We Share Your Information
We do not sell your personal information. We may share your information in the following limited circumstances:
Service providers: We may share information with trusted third-party vendors who help us operate our business (e.g., scheduling software, cloud storage, accounting software, email platforms). These vendors are contractually required to protect your information and use it only for the purposes we specify.
Your CPA or other advisors: With your explicit authorization, we may share financial information with your accountant, tax preparer, or other professionals working on your behalf.
Legal requirements: We may disclose information when required to do so by law, court order, subpoena, or regulatory authority.
Business transfer: In the event of a merger, acquisition, or sale of substantially all of our assets, your information may be transferred as part of that transaction. We will notify you via the Site or email before your information is transferred and becomes subject to a different privacy policy.
With your consent: We may share information for any other purpose with your prior written consent.
4. Data Retention
We retain personal and financial information for as long as necessary to provide our services and comply with applicable legal, tax, and accounting retention requirements. Financial records related to client engagements are generally retained for a maximum of 6 months following the end of the engagement, unless a longer period is required by law. When information is no longer needed, we securely delete or anonymize it.
5. Data Security
We implement reasonable administrative, technical, and physical safeguards designed to protect your information from unauthorized access, use, alteration, or disclosure. These measures include password-protected software and two-factor authentication. However, no method of transmission over the Internet or method of electronic storage is 100% secure, and we cannot guarantee absolute security.
In the event of a data breach involving your personal information, we will notify you as required by applicable law, including Washington’s Data Breach Notification Law (RCW 19.255.010) and California’s breach notification requirements (Cal. Civ. Code § 1798.82).
6. Your Rights
Washington State Residents
Washington’s My Health MY Data Act (effective 2024) provides residents with rights over personal health data. To the extent Wellness Wealth Solutions handles any personal health-related financial data, we will honor requests to access, correct, or delete such data as required by applicable law.
Washington’s data breach law (RCW 19.255.010) requires us to notify you promptly if your personal information is compromised.
California Residents — CCPA/CPRA Rights
If you are a California resident, you have the following rights under the California Consumer Privacy Act (CCPA), as amended by the California Privacy Rights Act (CPRA):
Right to Know: You may request disclosure of the categories and specific pieces of personal information we have collected about you, the purposes for collection, and the categories of third parties with whom we share it.
Right to Delete: You may request that we delete personal information we have collected about you, subject to certain exceptions (e.g., information needed to complete a transaction or comply with a legal obligation).
Right to Correct: You may request correction of inaccurate personal information we hold about you.
Right to Opt Out of Sale or Sharing: We do not sell or share personal information for cross-context behavioral advertising. If this changes, we will update this Policy and provide a "Do Not Sell or Share My Personal Information" link.
Right to Limit Use of Sensitive Personal Information: To the extent we collect sensitive personal information (e.g., financial account information), you have the right to limit our use of it to that which is necessary to provide the services.
Right to Non-Discrimination: We will not discriminate against you for exercising your CCPA/CPRA rights.
To exercise any of these rights, please submit a verifiable request to us using the contact information in Section 10. We will respond within 45 days as required by law. We may need to verify your identity before processing your request.
You may also designate an authorized agent to make a request on your behalf.
7. Cookies and Tracking Technologies
Our Site may use cookies and similar tracking technologies to improve user experience and analyze Site usage. You may control or disable cookies through your browser settings; however, some features of the Site may not function properly without them.
We DO use third-party analytics tools such as Google Analytics on this Site. We use Google Analytics to understand how visitors use the Site. Google Analytics collects information anonymously and reports website trends without identifying individual visitors. You may opt out of Google Analytics tracking at https://tools.google.com/dlpage/gaoptout.
We DO NOT currently display a cookie consent banner. If required by future regulation or business changes, one will be implemented.
8. Children’s Privacy
Our Site and Services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children under 18. If we become aware that a child under 18 has provided us with personal information, we will take steps to delete such information promptly.
9. Third-Party Links
The Site may contain links to third-party websites. We are not responsible for the privacy practices or content of those sites. We encourage you to review the privacy policy of any third-party site you visit.
10. Contact Us — Privacy Requests and Questions
To exercise your privacy rights, ask questions about this Policy, or report a privacy concern, please contact us:
Wellness Wealth Solutions
Attn: Tom Enquist — Privacy
9309 W Kite Dr
Cheney, WA 99004
Email:[email protected]
Phone: 425-290-2803
We will acknowledge your request within 5 Business days and respond fully within 45 days (or as otherwise required by applicable law).
11. Changes to This Privacy Policy
We may update this Privacy Policy from time to time. When we do, we will post the revised Policy on the Site with an updated "Last Updated" date. If we make material changes, we will provide more prominent notice (such as a notice on the Site homepage or an email to known clients). Your continued use of the Site following the posting of changes constitutes acceptance of those changes.
12. Governing Law
This Privacy Policy is governed by the laws of the State of Washington. To the extent California law provides you with additional privacy rights, those rights are honored as described in this Policy.
Your privacy is important to us.
If you have any questions about how your information is collected or used, please contact us.
MEET TOM
Founder of Wellness Wealth Solutions
Tom started Wellness Wealth Solutions after seeing how different medical practices were from other small businesses. Insurance reimbursements, procedure-level revenue, and the gap between what’s billed and what’s collected create financial patterns that most generalist bookkeepers simply don’t understand.
Today, Tom works closely with small medical practices to help them gain clarity in their numbers and make better business decisions with confidence.
MEET TOM
Founder of Wellness Wealth Solutions
Tom started Wellness Wealth Solutions after seeing how different medical practices were from other small businesses. Insurance reimbursements, procedure-level revenue, and the gap between what’s billed and what’s collected create financial patterns that most generalist bookkeepers simply don’t understand.
Today, Tom works closely with small medical practices to help them gain clarity in their numbers and make better business decisions with confidence.
MEET TOM
Founder of Wellness Wealth Solutions
Tom started Wellness Wealth Solutions after seeing how different medical practices were from other small businesses. Insurance reimbursements, procedure-level revenue, and the gap between what’s billed and what’s collected create financial patterns that most generalist bookkeepers simply don’t understand.
Today, Tom works closely with small medical practices to help them gain clarity in their numbers and make better business decisions with confidence.
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Let's take a look at your numbers.
A 30-minute conversation is usually enough to spot where your financials need attention — and where the opportunity is. No pressure, no pitch deck. Just a straightforward look at your practice and whether we're a good fit.
Your privacy is important to us.
If you have any questions about how your information is collected or used, please contact us.
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