Legal

Privacy Policy

Last updated: pending legal review

This page is a working placeholder. The definitive version will be posted once RIA counsel has reviewed it. If you have a specific privacy question in the meantime, email hello@merinowealth.com.

What this policy covers

How Merino Wealth Management (“Merino,” “we,” “us”) handles personal information you share with us through this website, including the qualifier intake form.

Information we collect

Information you provide through the qualifier intake: name, email address, phone number (if supplied), and the free-text notes you write into the form. Plus your stated approximate investable-asset range, employer type, and equity compensation volume. Aggregated website analytics via our analytics provider.

How we use it

To evaluate whether Merino Wealth is a fit for your situation. To contact you if you are. To maintain the records our regulators require. We do not sell personal information.

Sub-processors

We use third-party providers to run this website and our client services. Each of them signs a data-processing commitment. The specific list will appear here after counsel review and includes, at minimum, our CRM provider, our analytics provider, and our email delivery provider.

Your rights

You can ask to see, correct, or delete the personal information we hold about you. Email the address above.

Questions

Contact Jessica Merino, CFP — hello@merinowealth.com.