Modera Wealth Management collects information from you when you submit a request form and through routine activity on this site. This policy explains what we collect, why we use it, and how we keep it safe.
1. What you tell us
When you fill out our request form, we collect your name, email address, phone number, ZIP code, and an estimate of your investable assets. You control what you share with us.
2. Technical information we gather automatically
Our hosting provider records standard details about your visit: which browser you use, which pages you view, and where you came from. This helps us understand how the site is working and where to make it better.
3. How we use what you share
The firm uses your information to respond to your request, determine whether our services might be right for your situation, and stay in touch as you requested. We also use it to improve the site, refine our communications, and meet legal duties we have.
4. Sharing your information
We do not sell your personal information. We may share it with service providers who help us operate—for example, email delivery or hosting services—under strict confidentiality agreements. We disclose information when the law requires it.
5. Phone and text messages
By providing a phone number, you consent to calls and text messages from us or our staff about your request. Standard message and data rates may apply to texts. You can stop receiving messages at any time by replying STOP or by asking us through the request form.
6. Your rights over your data
You may ask us to show you, correct, or delete any information we hold about you. You can also ask us to stop contacting you. Some states grant additional privacy rights; residents of California and similar jurisdictions may have extra protections under state law. Submit requests through the request form or by contacting us.
7. Cookies and site storage
This site does not use advertising cookies or tracking technology that follows you across other websites. We do not sell information about your browsing. Our hosting and security partner may set one strictly necessary cookie to prevent automated attacks.
Your browser's local storage may keep a small record of the first page you visited, the website that referred you here, and the result of any calculator you used. This data stays for up to 30 days and is only transmitted when you submit a request form. You can clear all cookies and site data anytime through your browser settings.
8. Keeping your information safe
The firm uses reasonable safeguards to protect the information you provide. No method of internet transmission is entirely secure, and we cannot guarantee absolute safety.
9. Changes to this policy
This privacy policy may be updated at any time. The current version always appears on this page. Your continued use of the site after changes means you accept them.
10. How to reach us
The firm / 724 300 East / Salt Lake City, UT 84111 / United States
Privacy Policy · Modera Wealth Management, Inc. · 724 300 East, Salt Lake City, UT 84111, United States ·
Updated