Covenant Wealth Advisors Privacy Policy
Last updated: 9/21/2026
This policy explains how Covenant Wealth Advisors, a d/b/a of Fonville Wealth Management LLC ("CWA," "we," "us"), collects, uses, and shares information when you visit covenantwealthadvisors.com or interact with our online content, forms, calculators, newsletters, and advertising.
If you are a CWA client, the handling of your nonpublic personal information is governed by our Privacy Notice under SEC Regulation S-P, available at covenantwealthadvisors.com/privacy-notice. That notice controls where the two documents differ with respect to client information.
This policy does not apply to the practices of third parties we do not own or control.
This site is intended for residents of the United States. We do not direct our services to individuals in the European Economic Area or the United Kingdom.
1. Information we collect
1.1 Information you give us. Name, email address, telephone number, and any information you enter into our forms, calculators, webinar registrations, checklist and guide downloads, newsletter signup, or contact requests. If you schedule a strategy session or consultation, we collect the scheduling details you provide.
1.2 Information collected automatically. When you visit our site, we and our service providers automatically collect: IP address, approximate geographic location derived from IP address, browser and device type, operating system, referring and exit URLs, pages viewed, links clicked, time and duration of visit, and similar technical data.
1.3 Cookies and similar technologies. Our site uses cookies, pixels, tags, and local storage. We use them for four purposes:
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Strictly necessary: site function, security, and load balancing. These cannot be turned off.
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Performance and analytics: understanding how visitors use the site.
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Functional: remembering preferences.
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Advertising and targeting: measuring ad performance and delivering ads to you on other platforms.
You can manage non-essential cookies through our cookie consent banner, which appears on your first visit and can be reopened at any time using the "Cookie Settings" link in our footer. You may also configure your browser to refuse cookies, though parts of the site may not function.
1.4 Website hosting. Our site is built and hosted on Wix. Wix processes technical data about your visit on our behalf as our service provider, under a data processing agreement. See Wix's privacy policy for its own practices.
1.5 Google Analytics. We use Google Analytics 4 to understand site usage, including browser and device type, approximate geographic location, pages viewed, and traffic sources. We have enabled Google Analytics Advertising Features, which may include Remarketing, Google Display Network Impression Reporting, and Demographics and Interest Reporting. [CONFIRM which are enabled] You can opt out of Google Analytics using the Google Analytics Opt-out Browser Add-on, and you can control the ads you see through Google Ads Settings.
1.6 Meta (Facebook and Instagram). We deploy the Meta Pixel on our site. When you visit, the pixel may transmit to Meta your IP address, browser and device information, the pages you viewed, and actions you took, which Meta uses to measure our advertising and to deliver our ads to you and to similar audiences on Meta platforms. You can control how Meta uses this information through your Meta Ad Preferences and Off-Facebook Activity settings.
1.7 What we do not collect through advertising and analytics tools. We configure our analytics and advertising tools so they do not receive account numbers, Social Security numbers, or other nonpublic financial information you enter into our forms or calculators.
2. How we use information
We use the information described above to:
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Operate, secure, and improve our website
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Respond to your inquiries and schedule meetings
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Deliver our newsletter, webinars, checklists, and other content you request
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Analyze site traffic and content performance
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Advertise and market our services, including retargeting you with CWA ads on Google, Meta, YouTube, and LinkedIn based on pages you visited
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Build and evaluate audiences for our advertising
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Comply with legal, regulatory, and recordkeeping obligations, including those under the Investment Advisers Act
3. How we share information
3.1 Service providers. We share information with vendors who perform services for us, including website hosting, email delivery, analytics, advertising, CRM, scheduling, and customer support. They are contractually restricted to using the information only to provide services to us.
3.2 Advertising partners. As described in Sections 1.5 and 1.6, we share online identifiers and browsing activity with Google and Meta for advertising measurement and targeting.
3.3 Legal and protective disclosures. We may disclose information to comply with law, regulation, subpoena, court order, or governmental or regulatory request, including SEC examination requests, or where we believe disclosure is necessary to prevent harm or to protect our rights.
3.4 Business transfers. In connection with a merger, acquisition, or sale of assets, subject to the confidentiality protections in this policy.
3.5 We do not sell your personal information for money. We do share online identifiers and browsing activity with advertising partners for cross-context behavioral advertising. Some state privacy laws define that activity as a "sale" or a "share." You can opt out using the mechanisms in Section 6.
4. Do Not Track and Global Privacy Control
We honor the Global Privacy Control (GPC) signal. When our site receives a GPC signal from your browser, we treat it as a request to opt out of the sharing of your personal information for targeted advertising. We do not currently respond to other Do Not Track signals, because no common standard exists.
5. Retention
We retain website and marketing information only as long as needed for the purposes described above:
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Analytics data: [14 months, GA4 default]
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Newsletter and marketing contacts: until you unsubscribe, plus 7 years
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Prospect inquiries that do not become client relationships: 7 years
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Records we are required to keep under Advisers Act Rule 204-2, including advertising and communications: at least five years from the end of the fiscal year in which they were created
6. Your rights and choices
Everyone. You may contact us at info@mycwa.com to request access to, correction of, or deletion of the personal information you provided. You may unsubscribe from marketing email using the link in any message. You may manage cookies through our consent banner.
Residents of states with comprehensive privacy laws. Depending on your state, you may have the right to: confirm whether we process your personal information and access it; correct inaccuracies; delete it; obtain a portable copy; opt out of targeted advertising, sale, and profiling with legal or similarly significant effects; and appeal a denial of a request.
We will not discriminate against you for exercising these rights.
To exercise a right, email info@mycwa.com with "Privacy Request" in the subject line, or call (804) 729-5265. We will verify your identity before responding, generally by confirming information we already hold. You may use an authorized agent, who must provide written authorization. We respond within 45 days, extendable once by an additional 45 days with notice. If we deny your request, you may appeal by replying to our response; we will respond to appeals within 60 days and, where required by your state's law, tell you how to contact your Attorney General.
Note that information governed by the Gramm-Leach-Bliley Act, which includes most information we hold about clients and prospective clients in connection with advisory services, is exempt from these state-law rights. Client information is handled under our Regulation S-P Privacy Notice.
Telephone and email. By providing your telephone number on our forms, you consent to receive calls and text messages from CWA about our services. Consent is not a condition of receiving any product or service. You may revoke consent at any time by replying STOP to a text, telling us on a call, or emailing info@mycwa.com. We maintain an internal Do Not Call list.
7. Security and incident notification
We maintain administrative, technical, and physical safeguards designed to protect information against loss, theft, unauthorized access, disclosure, alteration, and destruction. No system is perfectly secure.
If we determine that a security incident has compromised your personal information, we will notify you and any required authorities as required by applicable law, including Regulation S-P, which requires notice to affected individuals as soon as practicable and no later than 30 days, and the Virginia breach notification statute, Va. Code § 18.2-186.6.
8. Third-party sites
Our site links to third-party websites and platforms, including YouTube, LinkedIn, Facebook, and Instagram. We are not responsible for their content or privacy practices. Review their policies before providing information.
9. Children
Our site is intended for adults and is not directed to children. We do not knowingly collect personal information from anyone under 18. We do not knowingly sell or share for targeted advertising the personal information of anyone under 16. If you believe a minor has provided us information, contact info@mycwa.com and we will delete it.
10. Changes to this policy
We may update this policy. We will change the "Last updated" date and, for material changes, post a prominent notice on the site for at least 30 days. Prior versions are available on request.
11. Contact us
Covenant Wealth Advisors
8001 Franklin Farms Drive, RM 208
Richmond, VA 23229
(804) 729-5265
Attention: Chief Compliance Officer