What this site collects, and what we do with it.

What we collect

Information you give us. When you book a call, subscribe to the letters, or send a form on this site, we receive what you enter: your name, your email address, and anything you tell us about your situation. Calls are scheduled through Calendly, which collects the details you enter on its booking page under its own privacy policy.

Information collected automatically. Our hosting provider keeps standard server logs, which can include your IP address, browser type, and the pages you visit. The site loads fonts from Google Fonts, so Google may receive your IP address when a page loads. We do not use advertising cookies and we do not run advertising trackers.

How we use it

To respond to you, to schedule and hold the call you asked for, to send you the letters if you subscribed, and to keep the books and records a registered investment adviser is required to keep. Every letter includes an unsubscribe link.

What we share

We do not sell personal information. We share it only with the service providers that run this site and our scheduling and email delivery, with a custodian when you become a client, and when the law or a regulator requires it.

Your choices

You can unsubscribe from the letters at any time. To ask what we hold about you, or to have it corrected or deleted where the law allows, email mateo@bfawealth.com or use the form on the Book a Checkup page.

Security

We use reasonable safeguards to protect the information we hold. No method of storage or transmission is completely secure, and we cannot promise otherwise.

Children

This site is not directed to anyone under 18, and we do not knowingly collect information from children.

Changes

If this policy changes, the new version will be posted here with a new effective date.

Contact

BFA Wealth Management, LLC, Delray Beach, Florida. Email mateo@bfawealth.com or use the form on the Book a Checkup page.