Cookie Policy

Introduction

Modernize Wealth ("we," "us," or "our") uses cookies and similar technologies on our website at modernizewealth.com to support website functionality, understand visitor interactions, and evaluate the effectiveness of our digital marketing activities.

This Cookie Policy explains what cookies are, how we use them, the types of technologies that may operate on our website, and how you can manage your preferences.

This policy applies to visitors throughout the United States. Certain privacy choices and requirements may vary based on applicable federal and state laws.

1. What Are Cookies?

Cookies are small text files that websites place on your computer, smartphone, or other device when you visit them. They help websites recognize certain browser information, remember preferences, maintain functionality, and understand how visitors interact with website content.

Cookies may be placed directly by the website you visit (first-party cookies) or by third-party services integrated into the website (third-party cookies).

Some cookies expire when you close your browser, while others remain on your device for a defined period or until deleted.

Related technologies, including pixels, tags, and local storage, may perform similar functions and are also addressed in this policy.

2. How Modernize Wealth Uses Cookies

We use cookies and similar technologies for several purposes, including:

• Supporting essential website functionality and security
• Remembering visitor privacy and cookie preferences
• Understanding website traffic and visitor engagement
• Identifying technical issues and improving website performance
• Measuring the effectiveness of marketing and advertising campaigns
• Supporting advertising audiences and campaign optimization where permitted

Not every visitor will encounter the same cookies or technologies. Their use may depend on the pages visited, services enabled, browser settings, location, and consent preferences.

3. Categories of Cookies

Cookies and similar technologies used on our website may fall into the following categories:

Strictly Necessary Cookies

These cookies support essential website operations, security, and the storage of privacy preferences. They are generally required for the website to function as intended and cannot be disabled through our cookie preference center.

Functional Cookies

Functional cookies may support enhanced website features, remember visitor preferences, or enable optional third-party functionality. Certain features may not work as intended if these cookies are disabled.

Analytics and Performance Cookies

These cookies help us understand how visitors use the website, including page views, engagement, navigation patterns, and technical performance. The information is used to evaluate and improve the website experience.

Advertising and Marketing Cookies

These cookies and related technologies may help measure advertising campaigns, understand interactions associated with advertisements, and support relevant advertising audiences on third-party platforms.

Depending on the technology and applicable privacy laws, related information may be shared with advertising service providers.

4. Analytics and Advertising Services

Modernize Wealth uses or may implement the following services as part of our website measurement and marketing activities.

Google Analytics 4 (GA4)

Google Analytics helps us evaluate website traffic, visitor engagement, page performance, and other interactions. Depending on configuration and consent preferences, Google Analytics may use cookies and online identifiers to distinguish visits and support website measurement.

For more information, visit Google's Privacy Policy.

Google Tag Manager (GTM)

Google Tag Manager helps us manage website analytics and marketing tags. It is a tag management system rather than a standalone advertising cookie. Individual technologies deployed through Google Tag Manager may collect information or use cookies according to their functions and the consent settings applied.

Google Search Console

Google Search Console helps us monitor how our website appears and performs in Google Search. It provides search visibility and technical performance information and does not itself require a visitor-tracking cookie on our website.

Meta Pixel

We may use the Meta Pixel to understand interactions associated with advertising on Facebook and Instagram, measure campaign effectiveness, and support advertising audiences.

Depending on configuration and consent preferences, Meta technologies may process information such as website interactions, browser details, and online identifiers.

For more information, visit Meta's Privacy Policy.

Additional Website Services

Our website may use other services supporting website security, appointment scheduling, embedded content, communications, or technical functionality. These services may introduce additional cookies or similar technologies depending on how they are configured.

5. Cookie Consent and Preference Management

Modernize Wealth uses CookieYes, a cookie consent management platform, to provide visitors with information about cookies and tools for managing certain tracking preferences.

Depending on applicable law and website configuration, visitors may be presented with options to accept, reject, or customize nonessential cookie categories.

Strictly necessary cookies may remain active because they support core website functionality and privacy preference management.

Where consent is required, nonessential technologies will be managed according to the choices provided through our consent management system.

You can review or update your preferences using the cookie settings control available on our website.

Changing your preferences will affect future use of the relevant technologies, subject to applicable technical limitations. It may not automatically remove cookies already stored on your device. Those can generally be deleted through your browser settings.

6. Google Consent Mode

Our website may use Google Consent Mode in connection with Google Analytics and other supported Google measurement technologies.

This technology allows supported Google tags to adjust their behavior based on consent signals communicated through our cookie management system.

Depending on the configuration, some measurement signals may be transmitted without the use of advertising or analytics cookies, even when consent has not been granted.

Cookie preferences and related technical controls are implemented in accordance with our website configuration and applicable legal requirements.

7. Third-Party Cookies and Technologies

Some cookies and similar technologies may be placed or operated by third-party service providers that support website functionality, analytics, communications, or advertising.

These providers may process information under their own privacy policies and applicable agreements.

Modernize Wealth does not independently control every aspect of how third-party providers process information after it is received through their services.

We encourage visitors to review the privacy policies of relevant service providers for additional information.

8. How to Manage Cookies Through Your Browser

In addition to the preferences available through CookieYes, most web browsers allow you to control cookies through their settings.

Depending on your browser, you may be able to:

• View cookies stored on your device
• Delete existing cookies
• Block cookies from specific websites
• Restrict third-party cookies
• Configure automatic deletion of cookies

Browser settings vary by provider and device. Restricting certain cookies may affect website features or require you to reselect your preferences.

You may also have additional privacy controls available through your device, browser extensions, or advertising platform settings.

9. State Privacy Rights

Certain state privacy laws provide eligible individuals with additional rights relating to personal information collected through cookies, pixels, and other online tracking technologies.

Depending on applicable law, these rights may include the ability to opt out of certain targeted advertising, sales, or sharing of personal information.

Some state laws also require businesses to recognize qualifying browser-based opt-out preference signals. We will honor such signals where required by applicable law and supported by our website's privacy controls.

These rights and requirements vary by jurisdiction and may be subject to exemptions or other legal limitations.

For additional information about your privacy rights, please review our Privacy Policy.

10. Changes to This Cookie Policy

We may update this Cookie Policy periodically to reflect changes in website technologies, third-party services, privacy practices, or applicable legal requirements.

Updates will be reflected by revising the Last Updated date at the beginning of this policy.

We encourage visitors to review this page periodically for current information about our cookie practices.

11. Contact Modernize Wealth

If you have questions about this Cookie Policy or the technologies used on our website, please contact us: