Privacy Policy

Introduction

Modernize Wealth ("Modernize Wealth," "we," "us," or "our") respects your privacy and is committed to transparency regarding how information is collected, used, and protected through our website at modernizewealth.com.

This Privacy Policy explains our website information practices, including information you voluntarily provide, information collected through analytics and marketing technologies, and the privacy choices available to you.

This policy applies to visitors to our website throughout the United States. Additional protections or rights may apply based on your state of residence and applicable law.

1. Information We Collect

Information You Provide

When you contact Modernize Wealth, submit an inquiry, request information, or schedule a consultation, we may collect:

• Your name
• Email address and telephone number
• Appointment preferences
• Information included in your message or inquiry
• Other information you voluntarily provide

Please do not submit Social Security numbers, financial account numbers, passwords, or other sensitive financial information through general website forms or email communications.

Information Collected Automatically

When you visit our website, certain information may be collected automatically through website technologies, including:

• IP address and approximate geographic location
• Device type, browser, and operating system
• Pages viewed and time spent on the website
• Referral sources and search-related information
• Interactions with website content and features
• Cookie identifiers and related technical information

This information supports website functionality, performance measurement, security, and improvements to the visitor experience.

2. How We Use Your Information

We may use information collected through our website to:

• Respond to inquiries and consultation requests
• Communicate with prospective and existing clients
• Provide information about our services
• Maintain and improve website functionality
• Evaluate website traffic and marketing performance
• Measure the effectiveness of advertising campaigns
• Identify and address technical or security issues
• Comply with applicable legal and regulatory obligations

Where permitted by applicable law and your privacy preferences, we may also use website interaction information to support advertising measurement and marketing optimization.

3. Website Analytics and Marketing Technologies

Modernize Wealth uses or may implement third-party services to understand website performance, support communications, and evaluate marketing activities.

Google Analytics 4 (GA4)

Google Analytics helps us understand how visitors use our website, including traffic sources, page views, engagement, and website interactions. Information collected through Google Analytics may include device information, browser characteristics, approximate location, and online identifiers.

Google Tag Manager (GTM)

Google Tag Manager is used to manage website measurement and marketing technologies. The information processed depends on the individual services and tags configured through the platform.

Google Search Console

Google Search Console provides information about our website's visibility and performance in Google Search, including search traffic, indexing, and technical performance. It is not itself a behavioral advertising pixel.

Meta Pixel

We may use the Meta Pixel to measure the effectiveness of advertising on Meta platforms, including Facebook and Instagram. Depending on its configuration, this technology may collect or transmit information about website visits, interactions, device characteristics, and online identifiers. Such information may be used for advertising measurement and audience development, subject to applicable law and available privacy controls.

Other Third-Party Services

We may use additional website hosting, security, scheduling, communication, and performance measurement services. These providers may process information as necessary to support their services and in accordance with applicable agreements and privacy requirements.

4. Cookies and Similar Technologies

Our website may use cookies, pixels, and related technologies to support functionality, measure performance, remember preferences, and evaluate marketing activity.

These technologies generally fall into the following categories:

• Essential Cookies: Support core website functionality, security, and technical operations.
• Analytics Cookies: Help us understand website usage and performance.
• Marketing Cookies: Support advertising measurement, campaign attribution, and audience development.
• Preference Cookies: Remember certain visitor settings and preferences where enabled.

Where required by applicable law, nonessential cookies and tracking technologies will be subject to appropriate consent or preference controls.

You may manage cookies through your browser settings and any privacy preference controls made available on our website. Restricting certain cookies may affect some website functionality.

For additional information, please review our Cookie Policy.

5. How Information May Be Shared

We may disclose website information to trusted service providers that assist us with:

• Website hosting and maintenance
• Analytics and performance measurement
• Marketing and advertising services
• Appointment scheduling and communications
• Website security and operational support
• Legal, regulatory, and compliance requirements

We may also disclose information when required by law, in response to lawful government or regulatory requests, or when reasonably necessary to protect our rights, website, or users.

Some advertising technologies may involve the disclosure of online identifiers or browsing activity that qualifies as a sale, sharing, or targeted advertising under certain state privacy laws, even when no money is exchanged for that information.

We do not use our website to offer personal financial account information for sale.

6. Financial Services and Client Information

Modernize Wealth provides wealth management and financial planning services through its financial professionals and affiliated financial services providers.

Securities and advisory services are offered through LPL Financial, a registered investment adviser and member FINRA/SIPC.

Information collected during a formal financial services relationship may be governed by additional financial institution privacy notices, account agreements, federal regulations, and applicable state laws.

These requirements may include the Gramm-Leach-Bliley Act and SEC Regulation S-P.

This website Privacy Policy does not replace any privacy notice or disclosure provided in connection with an LPL Financial account or advisory relationship.

For additional information regarding LPL Financial's privacy practices, please review the LPL Financial Privacy Policy.

7. Information Security

We use reasonable administrative and technical safeguards appropriate to our website operations to help protect information against unauthorized access, misuse, alteration, or disclosure.

However, no website, electronic communication, or data storage system can be guaranteed completely secure.

Sensitive financial records, account credentials, and confidential documents should be transmitted only through secure communication channels approved by your financial professional.

8. Data Retention

We retain information collected through our website for as long as reasonably necessary to fulfill the purposes described in this Privacy Policy, maintain appropriate business records, and comply with applicable legal and regulatory requirements.

Retention periods may vary depending on the nature of the information, its intended purpose, and any applicable recordkeeping obligations.

9. State Privacy Rights

Depending on your state of residence, applicable privacy laws, and the nature of the personal information involved, you may have certain rights regarding your personal information.

These rights may include:

• Requesting access to personal information collected about you
• Requesting correction of inaccurate personal information
• Requesting deletion of eligible personal information
• Requesting information about certain disclosures of personal information
• Opting out of certain targeted advertising, sales, or sharing of personal information
• Appealing certain privacy-related decisions where required by law

These rights vary by jurisdiction and may be subject to exemptions, verification requirements, and limitations applicable to regulated financial information.

To submit a privacy-related inquiry or request, please use the contact information provided below. We will review and respond to requests in accordance with applicable law.

Where required, additional privacy disclosures or choices will be made available through our website.

10. Third-Party Websites and Services

Our website may contain links to external websites, financial account platforms, scheduling services, and other third-party resources.

These third parties operate under their own privacy policies and information-handling practices. We encourage visitors to review those policies before providing personal information.

Modernize Wealth is not responsible for the privacy practices of independently operated third-party websites or services.

11. Children's Privacy

Our website is intended for adults seeking financial planning and wealth management information.

We do not knowingly collect personal information from children under the age of 13 through our website. If we become aware that such information has been collected, we will take appropriate steps to delete it in accordance with applicable law.

12. Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in website functionality, technology, business practices, or applicable legal requirements.

When updates are made, the Last Updated date at the beginning of this policy will be revised.

We encourage visitors to review this page periodically to stay informed about our website privacy practices.

13. Contact Modernize Wealth

If you have questions regarding this Privacy Policy or wish to submit a privacy-related request, please contact us:

Please do not include sensitive financial account information in general email inquiries.