Privacy
Two things live on this page: how we handle information from people who visit this website or contact us, and how we protect the personal information of our clients.
Part 1 — Website Privacy Policy
Who we are
This website is operated by Attuned Wealth LLC, a registered investment adviser in the State of New York. Questions about this policy can go to hello@attunedwealth.com or (646) 776-2260.
Information you give us
If you email us, call or text us, book a meeting, or fill out a form, we receive what you provide — typically your name, email address, phone number, and whatever you include in your message. Conversations with prospective clients sometimes include financial details you choose to share; we give that information the same protections we give client information (see Part 2 below).
Information collected automatically
Our site is hosted on Cloudflare Pages. Like most hosting providers, Cloudflare processes technical data — IP address, browser type, pages requested — to deliver the site and protect it from abuse.
We use Cloudflare Web Analytics, which is cookieless and does not collect personal information, fingerprint devices, or track you across other websites.
Cookies
We do not use advertising or cross-site tracking cookies. Our hosting provider may set strictly necessary cookies for security and performance — for example, bot protection.
Text messaging
If you opt in to receive text messages from us: message frequency varies, message and data rates may apply, you can reply STOP to opt out at any time, and you can reply HELP for help. Consent to receive texts is never a condition of becoming a client or purchasing anything.
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Text messaging opt-in data and consent will not be shared with any third parties.
How we use information
We use the information above to respond to you, schedule and hold meetings, provide advisory services if you become a client, send you things you’ve asked for, meet our legal and regulatory obligations — as a registered investment adviser, we are required to retain business communications — and protect the site and the firm from fraud and abuse.
How we share information
We do not sell personal information, and we do not share it with anyone for their own marketing. We share information only in these situations: with service providers who help us operate the firm — website hosting, email, phone and text service, scheduling, financial planning software, billing, and communications archiving — each under obligations to protect it; with your account custodian and similar parties as needed to serve you once you become a client; when law, regulation, or legal process requires it; or when you ask us to. None of this sharing includes text messaging opt-in data or consent, which we never share with anyone.
How long we keep it
We keep information as long as we need it for the purposes above, and at least as long as securities recordkeeping rules require — which can be several years, even after a relationship ends.
Security
We use administrative, technical, and physical safeguards designed to protect personal information. No method of transmission or storage is completely secure, but we take the obligation seriously.
Your choices
You can ask what personal information we hold about you, ask us to correct it, or ask us to delete it. We will honor those requests to the extent they are consistent with our recordkeeping obligations as a registered investment adviser — some records we are required to keep. Marketing emails include an unsubscribe link, and text messages stop when you reply STOP.
Children
This site is not directed to children under 13, and we do not knowingly collect their information.
Do Not Track signals
We do not track visitors across third-party websites, so the site behaves the same whether or not your browser sends a Do Not Track or Global Privacy Control signal.
Third-party sites
Links to our client portal, scheduling tool, custodian, and other third parties take you to services with their own privacy policies, which govern your use of them.
Changes to this policy
If this policy changes, we will post the updated version here with a new effective date.
Part 2 — Client Privacy Notice
This notice describes how Attuned Wealth LLC treats the nonpublic personal information of clients and former clients, consistent with federal privacy law (the Gramm-Leach-Bliley Act).
What we collect
In the course of working together, we collect information such as: your name, address, date of birth, and Social Security number; financial details like income, assets, liabilities, account numbers, tax information, and estate documents; transaction history in the accounts we manage; and information from third parties you authorize, like your custodian, CPA, or attorney.
Why we collect it
To provide financial planning and investment management, administer your accounts and billing, and meet our legal and regulatory obligations.
What we share, and with whom
We share client information only as needed to serve you and operate the firm: with your account custodian; with the software providers we use to run the practice — such as financial planning, billing, e-signature, and communications archiving tools — each obligated to protect your information; and with regulators or other parties when law or legal process requires it.
We do not sell client information. We do not share it with any third party for marketing. We have no affiliated companies. Because we share only as permitted by law, there is nothing you need to opt out of.
How we protect it
Access is limited to the people who need it to serve you, and we maintain safeguards consistent with federal standards for financial institutions.
Former clients
The same protections apply after a client relationship ends.
Questions
hello@attunedwealth.com · (646) 776-2260
Effective date: August 15, 2026.