Last Updated: December 3, 2018

Merino Wealth Management (“MWM”) wants to provide transparency regarding our privacy practices. This privacy policy (“Privacy Policy”) describes when MWM gathers information that you (“User”) submit to us and that we collect about you, and when MWM may use, process, transfer, and share that information. This Privacy Policy applies to information that we collect through our website, (“Website”).

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 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

We use analytics and performance cookies to collect information about how you interact with our site, including identifying unique visitors and tracking your sessions on our site. A cookie is a small text file that is sent to a browser when a User accesses the Website. The Website does not require a User to use cookies, but it is possible that certain services may not function properly if a User chooses to refuse to receive a cookie.

To enable MWM to continually improve on our content, as well as for systems administration purposes,, the Website uses third party website analytic services that use cookies and web beacons to collect various non-personal information regarding visitors' use of the Website, including daily unique visitors, page views, length of time of page views, page navigation paths, time of day of visits, browser type used by visitors, the Internet Service Provider used to connect to the Internet and this Website, and the type of operating system used by visitors.  This gives us an idea of which parts of the Website Users are visiting. The collected information is not linked to any personally identifiable information.

In addition, MWM may partner with other third parties, including but not limited to social media websites, to manage advertising on other Internet websites. Our third-party partners may use cookies, Web beacons, JavaScript tags, and other storage technologies to collect or receive information about an IP address, device type, date and time of visit, browser type, and a User’s activities on this website or elsewhere on the Internet and use such information to provide measurement services and targeted advertising. The use of a User’s information by such third parties is governed by each third party’s privacy policy. Please note that a User exercising the right to opt-out in connection with one third party partner of ours will discontinue that User’s receipt of Our targeted ads through that third party partner only but will not discontinue receipt of Our targeted ads through other third party partners and will not terminate the use of cookies, Web beacons, JavaScript tags, and other storage technologies by Our third party partners to collect or receive information described above. Further, exercising the right to opt-out will not opt a User out of being served advertising; generic ads will still be displayed.

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

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

Should you have additional questions, comments, or concerns regarding this Privacy Policy, or to opt-out of certain information dissemination as permitted under this Privacy Policy, please contact us by regular mail, email, or phone:

Merino Wealth Management
211 W. Wacker Dr., Ste. 301
Chicago, IL 60606
Phone: 312-809-1109

Changes to Our Privacy Policy

This Privacy Policy is subject to revision and changes. We encourage you to visit this page periodically to review our current Privacy Policy.