Privacy Policy

Last Updated: September 30, 2026

At Valorem Wealth ("Company", "we", "our", or "us"), we respect your privacy and are committed to protecting your personal information.

1. Information We Collect

We may collect the following types of information:

• Name, email address, and phone number
• Consultation and inquiry details
• General information you choose to share about your financial situation and goals
• Information submitted through forms, registrations, or surveys
• Technical data such as IP address, browser type, and device information
• Cookies and tracking technologies (see Section 6)

2. How We Use Your Information

We use your information to:

• Schedule and manage your consultations and follow-up calls
• Communicate with you (including SMS, email, and notifications)
• Send consultation confirmations, reminders, and scheduling updates
• Send educational content, firm updates, and information about our services
• Improve our website and client experience
• Ensure security, prevent fraud, and meet our legal and regulatory obligations

3. SMS Communications & Consent

By providing your phone number and opting in, you consent to receive SMS text messages from Valorem Wealth, including:

• Consultation confirmations, reminders, and updates
• Scheduling details and call logistics
• Educational content and marketing messages (where you opt in)
• Client support communications

Message frequency may vary. Message & data rates may apply.

You can opt out at any time by replying:

• STOP to unsubscribe
• HELP for assistance

4. No Sharing of SMS Opt-In Data

We do not sell, rent, or share SMS opt-in data or phone numbers with any third parties for marketing purposes. Your SMS consent and phone number are used solely for communications directly from Valorem Wealth. This data will never be shared with affiliates, partners, or any outside organizations for their own marketing use.

5. How We Protect Your Information

We implement appropriate industry-standard security measures to protect your personal data from unauthorized access, disclosure, alteration, or misuse. However, no method of transmission over the internet is 100% secure, and we cannot guarantee absolute security. Please do not send account numbers, Social Security numbers, or other sensitive financial details through website forms, email, or text message.

6. Cookies & Tracking Technologies

We use cookies and similar tracking technologies on our website to:

• Improve website functionality and performance
• Analyze user behavior and traffic patterns
• Personalize your browsing experience
• Support marketing and retargeting efforts

Types of cookies we may use:

• Essential Cookies — Required for the website to function properly
• Analytics Cookies — Help us understand how visitors interact with our site (e.g., Google Analytics)
• Marketing Cookies — Used to deliver relevant advertisements and track campaign performance

You can control or disable cookies at any time through your browser settings. Note that disabling certain cookies may affect the functionality of our website.

7. Your Rights

You have the right to:

• Access, update, or delete your personal information, subject to any records we are required to keep by law
• Opt out of marketing communications at any time
• Withdraw consent for SMS or email communications at any time
• Lodge a complaint with a relevant data protection authority

To exercise any of these rights, contact us using the information below.

8. Third-Party Services

We may use trusted third-party service providers to help operate our website and deliver our services (e.g., email platforms, SMS platforms, scheduling and CRM tools). These providers are contractually required to safeguard your data and may not use it for their own purposes.

We are not responsible for the privacy practices of third-party websites linked from our site and encourage you to review their individual policies.

9. Clients of Valorem Wealth

This Privacy Policy covers information collected through this website and our marketing communications. If you become a client, the nonpublic personal and financial information you provide in connection with our advisory services is also governed by the privacy notice provided to you as a client.

10. Data Retention

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

11. Age Restriction

Our services are intended for individuals 18 years of age or older. We do not knowingly collect personal information from minors. If you believe a minor has submitted information to us, please contact us immediately.

12. Legal Disclaimer

Communications from Valorem Wealth through this website, email, or text message are for general informational purposes only. They do not constitute investment, tax, or legal advice and do not create an advisory relationship. Advisory services are provided only under a written agreement. For advice specific to your situation, please consult a qualified professional directly.

13. Contact Information

If you have questions about this Privacy Policy, contact us:

Valorem Wealth
Attn: Marc Damiano
551 Madison Avenue, 12th Floor, New York, NY 10022
[email protected]
📞 (973) 903-5089