Privacy Policy

Modern Private Wealth (“MPW,” “we,” “our,” or “us”) values your privacy. This Privacy Policy explains how we collect, use, disclose, and protect personal information when you visit our website, communicate with our team, or use our services.

By using our website at www.modernprivatewealth.com, you consent to the practices described in this policy.

1. Information We Collect

We collect information in two primary ways:

a) Information you provide directly and
b) Information collected automatically through technology.

Information You Provide

When you contact us through our website forms, subscribe to our newsletter, or schedule a consultation, we may collect:

• Name
• Email address
• Phone number
• Company or employer (if applicable)
• Any information voluntarily shared in message fields

Information Collected Automatically

When you visit our website, we may automatically collect:

• Browser type, device type, and operating system
• IP address and approximate geographic location
• Pages visited, time spent, and referring links
• Clickstream data and browsing behavior

This information helps us understand user behavior, improve website performance, and enhance user experience.

2. Cookies and Tracking Technologies

We use cookies and similar technologies to improve functionality, personalize content, and analyze website performance.Cookies are small files stored on your device that help us recognize you and track activity on our site.

We use the following types of cookies:

• Essential cookies – Enable site functionality such as form submissions.
• Performance cookies – Help us measure and improve website performance.
• Analytics cookies – Collected through tools like Google Analytics and Microsoft Clarity to understand visitor behavior.

You can control or delete cookies through your browser settings. Note that disabling cookies may affect certain website features.

3. Use of Analytics Tools

Google Analytics

We use Google Analytics to understand website usage patterns. Google Analytics collects data such as pages visited, duration of visit, browser type, and device information. This information is anonymized and aggregated for reporting.You can opt out of Google Analytics tracking by installing the Google Analytics Opt-Out Browser Add-on.

Microsoft Clarity

We also use Microsoft Clarity to capture how visitors interact with our website through anonymized heatmaps and session recordings. This helps us identify usability improvements and enhance site performance.Microsoft Clarity may collect data such as page views, scrolls, clicks, and navigation behavior. This data is processed in compliance with applicable privacy laws and is never used to identify individual users.

4. How We Use Your Information

We use the information we collect to:

• Respond to inquiries and provide client support
• Deliver newsletters and updates when subscribed
• Improve our website’s functionality, design, and content
• Monitor usage trends and measure marketing performance
• Maintain compliance with legal and regulatory requirements

We do not sell or rent personal information to third parties.

5. Sharing of Information

We may share limited information in the following cases:

• With service providers who assist in website management, analytics, or communications
• When required by law or regulation to comply with legal obligations or government requests
• In connection with business operations such as audits or cybersecurity monitoring

All vendors and service providers are required to protect your information in accordance with privacy and security standards.

6. Data Security

We use administrative, technical, and physical safeguards to protect your information against unauthorized access, alteration, or disclosure. While we take reasonable measures to protect your data, no method of transmission over the Internet is completely secure.

7. Data Retention

We retain personal information only for as long as necessary to fulfill the purposes outlined in this policy or as required by applicable law.

8. Links to Third-Party Websites

Our website may include links to third-party sites. These external websites are governed by their own privacy policies. Modern Private Wealth is not responsible for the content, privacy practices, or security of third-party sites.

9. Your Privacy Choices

You can:

• Opt out of marketing emails by following the unsubscribe link in any message.
• Adjust browser settings to block or delete cookies.
• Contact us to review, correct, or delete personal information we hold about you (subject to legal and regulatory limits).

10. Children’s Privacy

Our website and services are intended for adults. We do not knowingly collect personal information from individuals under the age of 18.

11. Changes to This Policy

Modern Private Wealth may update this Privacy Policy periodically to reflect changes in technology, regulation, or business practices. Updates will be posted on this page with a revised effective date.

12. Contact Information

If you have questions or concerns about this Privacy Policy or how we handle your information, please visit our Contact Us page.