Last Updated: December 3, 2018
Submitting Information to MWM
A User may submit information on the Website for various purposes. The information that is voluntarily submitted is only used by MWM for the purpose of the submission or as specifically described below. The ways information is submitted to the Website is described below:
Contact Us: When a User requests to be contacted by MWM or contacts MWM with a question, we will ask the User to provide basic contact information (name and email address). That contact information and message is sent to MWM. The contact information only is sent to Redtail, a web-based, customer relationship management platform designed specifically for financial professionals.
By providing your contact information in this manner, you consent to be contacted by MWM for promotional and marketing purposes. You can opt out any time by emailing email@example.com or by following the instructions at the bottom of any marketing email received
Third Party Links and Interactive Features: Users may click through to third party websites for the use of interactive forms, services, and systems. MWM does not track, retain or use any of the data input into those third-party forms. We are not responsible for the website content or privacy practices of such third parties.
Cookies and Tracking Information
Social Network Widgets
Our Website may include social network sharing widgets that may provide information to their associated social networks or third parties about your interactions with our web pages that you visit, even if you do not click on or otherwise interact with the plug-in or widget. Information is transmitted from your browser and may include an identifier assigned by the social network or third party, information about your browser type, operating system, device type, IP address, and the URL of the web page where widget appears. If you use social network tools or visit social networking sites, you should read their privacy disclosures, to learn what information they collect, use, and share.
How to Opt-Out of Receiving Promotional Emails
Users may opt-out of receiving certain future communications for marketing purposes, both from MWM or sent by MWM on behalf of third parties. Users may opt-out of receiving communications based on topic/purpose or may opt out of all such promotional emails:
by following the instructions at the bottom of the email received
by contacting us directly at firstname.lastname@example.org
Once you have submitted your email address to opt-out of all promotional mailings, please note that you may continue to receive emails for a time while our system updates your request. Regardless of recorded opt-out preferences, MWM reserves the right to send emails or other communications for administrative or transactional purposes.
Information from Children Under 13
On our Website, we do not intentionally gather Personal Information about visitors under the age of 13. If you believe we have inadvertently collected information about your child, please contact us and we will attempt to delete the information.
How You Can Contact Us
Merino Wealth Management
211 W. Wacker Dr., Ste. 301
Chicago, IL 60606