Privacy policy.

Last updated September 27, 2026

Valerio Wealth Management respects the sensitivity of financial conversations. This page explains what information this website collects, how it is used, and the choices you have. It is written to be read, not skimmed past.

What we collect

This site collects personal information in three ways.

• The fit form. The “See if you’re a fit” form sends us your name, your email address, the answers you select about your goals and asset range, and any note you write.
• Scheduling. The scheduling page embeds Zoom Scheduler, which collects the name, email and phone number you enter under Zoom’s own privacy policy. If you arrive there from the fit form, the name and email you just gave us are filled in for you so you do not have to type them twice.
• Analytics. The site also uses Google Analytics, which sets cookies and records page views, device type and approximate location in aggregate. When the fit form is submitted, the asset range you selected is also sent to Google Analytics as an event, without your name or email, so we can see which pages lead to inquiries. You can block analytics cookies in your browser without affecting the site.

How it is used

Form submissions are used for exactly one purpose: replying to your inquiry and, if we both decide to work together, beginning that conversation. Your information is never sold, rented, or shared with third parties for their marketing. You will not be added to a mailing list you did not ask for.

Where information is stored

This site is hosted on Netlify, and form submissions are processed and stored by Netlify’s form service, then delivered to our email. Video on the Insights page is embedded through YouTube’s privacy-enhanced player, which does not set advertising cookies unless you play a video. This site does not use advertising trackers or social media pixels.

Your choices

You can browse every page of this site without submitting any personal information. If you have submitted an inquiry and would like us to stop contacting you, email us or reply to any message from us and we will. As an investment adviser we are required to keep certain business records, so an inquiry may be retained for that purpose.

Client privacy policy

Clients of Valerio Wealth Management receive the firm’s client privacy policy, which describes how client nonpublic personal information is collected, used, and safeguarded under the Gramm-Leach-Bliley Act and the privacy rules that apply to state-registered investment advisers. It is available here: client privacy policy (PDF). That policy supplements, not replaces, this website policy.

Contact

Questions about this policy can be sent to [email protected] or through the contact form on any page of this site.