How we collect, use, and protect the personal information of clients and prospective clients.
Effective date: January 1, 2026 · Last updated: August 6, 2026
Wolfson Private Wealth, LLC (“WPW,” “we,” “our”) is committed to protecting the privacy and security of the personal information of our clients and prospective clients. This policy describes the categories of personal information we collect, how we use and protect it, and the limited circumstances under which we may share it.
In the course of providing investment advisory services, we may collect the following categories of personal information:
We use this information solely to provide and improve the investment advisory services for which you have engaged us, including portfolio construction, financial planning, tax coordination, account administration, regulatory compliance, and communication with you.
We do not sell client information to anyone, ever. We do not share client information with marketers, affiliates, or third parties for their own commercial use. We share information only as required to deliver our services and as permitted or required by law:
We maintain physical, electronic, and procedural safeguards designed to protect your information. Access is restricted to those personnel who require it to provide services to you. All electronic communication and document storage uses encryption in transit and at rest. We conduct periodic reviews of our information security practices.
We retain client records for the period required by Rule 69W-600.014, Florida Administrative Code, and other applicable regulation. After the required retention period, records are destroyed in a secure manner.
If you cease to be a client of WPW, we will continue to treat your personal information in accordance with this policy.
We measure how our public website is used, so we can tell which pages are useful and where visitors come from. Two systems do this, and they behave differently:
Our own measurement. We record the page visited, the referring website's domain, any campaign tag in the link you followed, your country, and whether you are on a phone or a computer. This uses no cookies. The session identifier is held only in your browser's temporary storage and is discarded when you close the tab. We do not record your IP address or your browser's user-agent string, and we strip query strings before storing anything, so an email address or token in a link is never retained.
Google Analytics 4. We also use Google Analytics, provided by Google LLC, on our public marketing pages. Google Analytics uses cookies and similar identifiers to recognise returning visitors and to attribute visits to marketing channels. Information generated about your use of the site is transmitted to and stored by Google. We have enabled IP anonymisation and switched off Google Signals and advertising personalisation, so this data is used for measurement rather than to retarget you elsewhere. Google's handling of the data is governed by its own privacy policy.
Where analytics is not used. Neither system runs on the client portal or on our administrative pages. Those are authenticated areas whose page addresses and titles can describe real client accounts, and we do not send that information to any analytics provider.
Your choices. If your browser sends a Do Not Track or Global Privacy Control signal, both systems are disabled automatically and nothing is recorded. You can also block or delete cookies in your browser settings, and Google offers a browser add-on that opts you out of Google Analytics on every site.
When you submit a form, request a meeting, or use one of the planning calculators on our website, we store what you entered in our own database so that we can respond to you and keep a record of the enquiry. That includes your name and email address, any note you wrote, and the figures you entered into a calculator. We do not ask for, and do not store, Social Security numbers, account numbers, or dates of birth from website enquiries. Scheduling is handled by Cal.com, Inc., which receives your name, email address and the time you chose in order to book the meeting.
Marketing email is sent only if you asked for it. Every such message includes a way to unsubscribe, and unsubscribing is recorded against your details so that you are not contacted again. Enquiry records are kept as part of our books and records; see Recordkeeping, below.
We may update this policy from time to time. The most current version will always be posted on this page and dated accordingly.
Our client portal includes an AI-powered research assistant, powered by Anthropic's Claude model. The assistant answers general questions about our firm's philosophy, investment concepts, tax planning, and related topics. It is not the advisor. It does not have access to your specific portfolio or financial plan, and it will not give personalized investment, tax, or legal advice.
Questions you ask the assistant are processed by Anthropic, PBC under Anthropic's Commercial Terms of Service. Anthropic does not train models on the content of these requests. Full conversations are logged by Wolfson Private Wealth for compliance purposes (see Recordkeeping, below). When you forward a conversation to your advisor, the transcript is emailed to the advisor and stored in our records.
As a Florida-registered investment adviser, Wolfson Private Wealth is subject to recordkeeping requirements under Rule 69W-600.014, Florida Administrative Code (which incorporates SEC Rule 204-2), which requires us to retain certain records of client communications. Accordingly:
All records are stored on encrypted infrastructure operated by Cloudflare, Inc. in the United States. Access is restricted to authorized personnel and, where applicable, the client. Records may be produced to regulators or made available for client review upon written request.
If you have any questions regarding this policy or our information practices, please contact us at Zach@wolfsonwealth.com.
Important Disclosures. Wolfson Private Wealth, LLC ("WPW") is an investment adviser registered with the Florida Office of Financial Regulation. Registration does not imply a certain level of skill or training. All investment strategies have the potential for profit or loss. Past performance is not indicative of future results. Diversification does not guarantee a profit or protect against loss.
Information presented on this website is for educational and informational purposes only, does not constitute investment, tax, legal, or accounting advice, and should not be construed as a solicitation, offer, or recommendation to buy or sell any security. Any client scenarios described are hypothetical composites for illustrative purposes only and do not represent any specific client, actual performance, or guarantee of results.
WPW does not offer tax or legal advice. Clients should consult qualified tax and legal professionals regarding their individual circumstances. Assets are custodied at Interactive Brokers LLC, a qualified custodian. WPW is not affiliated with Interactive Brokers LLC. The presence of a link to a third-party website does not imply endorsement.
Florida tax and asset protection commentary represents general information as of the publication date and is subject to change by legislative or regulatory action. WPW encourages all readers to obtain situation-specific counsel. Our complete disclosure brochure (Form ADV Part 2A) is available upon request and on the Investment Adviser Public Disclosure (IAPD) website.