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. Forms on this site go to Netlify, which hosts the site. When a form asks for your email address, your email address and first name also go to Kit, the service we use to send email, under its own privacy policy. Checklist forms also tell Kit which checklist you asked for. Any campaign tags from the link you followed go to Kit with your email address.

Information collected automatically. Netlify, our hosting provider, keeps standard server logs, which can include your IP address, browser type, and the pages you visit.

Campaign tags. Some links to this site carry campaign tags, such as utm_source or utm_campaign, that name the ad, email or post you clicked. The site keeps those tags in your browser for your visit. It adds them to your Calendly booking and to any form you send, so we can see which campaign brought you. The tags describe the link, not you.

Analytics and advertising tools. This site uses tools that set cookies or similar identifiers in your browser: Google Analytics, Google Tag Manager, Google Ads conversion and remarketing tags, the LinkedIn Insight Tag, and the Meta Pixel. These tools record the pages you visit, actions you take on the site such as booking a call or subscribing to the letters, your approximate location, and information about your device and browser. We use this to understand how the site is used, to measure whether our advertising works, and to show our ads on Google, LinkedIn, Facebook and Instagram to people who have visited this site. Google, LinkedIn, and Meta receive this information under their own privacy policies, and they may collect information about your activity on this site and on other sites over time. We do not send these tools your name, your email address, or anything you type into a form on this site.

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 your personal information for money. Some state laws treat the advertising tools described above as a sale or sharing of personal information, and your choices about them are below. We share personal information only with the service providers that run this site, our scheduling and our email (Netlify, Calendly and Kit), with the analytics and advertising providers named above for the purposes described, 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.

You can block or delete cookies in your browser settings, and the site still works without them. You can opt out of Google Analytics with Google's browser add-on, turn off personalized ads from Google at adssettings.google.com, and limit ad personalization in your LinkedIn and Meta account settings. Some state privacy laws give you the right to opt out of the use of advertising cookies. Blocking cookies in your browser does that for this site, and you can also email mateo@bfawealth.com with the request.

This site does not respond to Do Not Track signals from your browser. To limit tracking here, block cookies or use the opt-outs above.

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, write to our mailing address at 3013 Yamato Rd, Ste B12 #121, Boca Raton, FL 33434, or use the form on the Book a Checkup page.