Privacy Policy

Who this policy covers

ACV Wealth Management LLC is responsible for the inquiry information collected through this website. This policy covers browsing, planning tools, and website inquiries, including inquiries routed from the linked Investments and Tax areas. A separate privacy notice may apply to an established financial-services relationship and will be provided where required. This website policy does not replace such a notice.

Information you provide

The inquiry form collects your first and last name, email address, phone number and phone type, state or other location, selected service or topic, message, confirmation that you are at least 18 years old, and permission to respond. The system also records a submission reference, submission time, consent record, and email-notification status.

Do not submit Social Security numbers, account credentials, financial account numbers, tax documents, or confidential transaction materials. The form does not accept payments or document uploads. If a later engagement requires sensitive documents, agree on an appropriate delivery method first.

Planning-tool inputs

The calculators perform their calculations in your browser. Their financial inputs and results are not automatically included in your inquiry or sent to ACV by the calculator code. If you choose to put a number or result in your message, it becomes part of the information you submit.

Technical information and cookies

Hosting and security providers may process technical information such as IP addresses, browser and device details, request times, and access or error logs to deliver and protect the website. The website does not currently install advertising analytics or advertising-tracking pixels.

The restricted Investments and Tax areas use essential security cookies for verification and access. Verification-challenge cookies last up to five minutes; successful access-session cookies last up to eight hours. Blocking these cookies can prevent access to those areas. The public Wealth Management page and inquiry form do not require those access cookies.

How information is used and shared

Inquiry information is used to review your request, respond, coordinate related follow-up, maintain inquiry records, and help prevent duplicate or abusive submissions. Submitting the form does not automatically subscribe you to a newsletter or authorize an investment transaction.

Inquiries are stored in a nonpublic database on the website’s hosting infrastructure. Hosting and database services are supplied through the site platform and Cloudflare. Resend may process your inquiry details to deliver email notifications to ACV, and the receiving email provider may process those messages. Authorized personnel and service providers may access information as needed to operate these services.

ACV does not sell website inquiry information or share it for third-party targeted advertising. Information may also be disclosed when legally required, to respond to valid legal process, to protect rights or security, or at your direction. The information needed to fulfill a request may be shared with an outside professional with your authorization.

Retention and protection

Inquiry records and related communications are retained as needed to handle requests and follow-up, maintain business records, resolve issues, and meet applicable legal obligations. Closing the website does not delete a submitted inquiry. Deletion requests may be limited by required retention and by copies in provider logs or backups.

The website uses encrypted connections and access controls to help protect information. No website, email service, or storage system can guarantee complete security. Please share only the information needed for an initial conversation.

Your choices and privacy requests

You can ask to review, correct, or delete inquiry information, or stop further inquiry follow-up, by using our contact form. Identify the request as a privacy request and include the email address used for the inquiry. Do not send identity documents or account numbers with the initial request.

We may need to verify your identity before disclosing or changing information. We will review requests in accordance with applicable law; some information may need to be retained. Additional privacy rights depend on your location and the laws applicable to the business.

Adults only

This website, its planning tools, and its inquiry form are intended only for individuals age 18 and older. Individuals under 18 must not use the inquiry form or submit personal information through this website. The inquiry form requires confirmation that you are at least 18 years old. If you are a parent or guardian and believe someone under 18 has submitted personal information, please use our contact form so we can review and address it.

Other websites

Third-party websites linked from this site have their own information practices. Review their policies before submitting information.

Policy changes

Updates will be posted here with a revised date. Any additional notice or consent required by applicable law will be provided before a change is applied.