Dear Visitor,

We thank you for visiting our website. Here at Gray Private Wealth, LLC (hereinafter “GPW”), we strive to deliver the power of more for our clients and maintain the highest standards of quality and service. We value the trust and confidence our clients place in us and make every effort to keep you up to date on important company and industry news.  As such, below you will find our brief statement about privacy with regards to our website. If you have any questions, please feel free to contact us.

Disclaimer

The information contained in this website is general in nature and is based on authorities that are subject to change.  It is not, and should not be construed as accounting, legal or tax advice or opinion provided by GPW.  The material presented may not be applicable to, or suitable for, specific circumstances or needs, and may require consideration of non-tax factors and tax factors not described herein. Contact a tax professional prior to taking any action based upon this information.  Changes in tax laws or other factors could affect, on a prospective or retroactive basis the information contained herein; GPW assumes no obligation to inform the reader of any such changes.

The information contained in this website (including any attachments and/or re-directs to other online sources) is not intended to and cannot be used to avoid penalties under the Internal Revenue Code. This material supports the marketing and promotion of wealth management services.  Seek advice based on your particular circumstances from independent tax, legal, accounting, insurance, investment and financial advisors.

Privacy Statement

We are committed to safeguarding the privacy of our website visitors, including but not limited to our prospective and current clients.

We use cookies on our website.  A cookie is a file containing an identifier that is sent by a web server to a web browser and is stored by the browser.  Insofar as those cookies are not strictly necessary for the provision of our services, we will ask you to consent to our use of cookies when you first visit our website.  Many websites store log files (or cookies) on a web server. This log can include details such as the website visitor’s IP address, type of browser, page from which a visitor was referred to the site, visit time, etc. GPW’s website host, Media Temple, keeps log files of visitor data on its servers. Information regarding Media Temple’s privacy policy is available here:  https://mediatemple.net/legal/privacy-policy/

Additionally, cookies are often used to remember a visitor’s preferences when interacting with a website. This is typically done to enhance the visitor’s experience.  GPW uses cookies on its website for the following purposes: (1) to authentic our visitors, (2) to personalize their experience or our marketing efforts toward them, (3) for security to prevent fraudulent use of login credentials and to protect our website and services generally; (4) to analyze our website performance and the services we provide.  The cookies expire at various intervals depending on the type of data collected.  Should you want more information about the length of time cookies are stored, please reach out to us at info@grayprivatewealth.com.

Your personal information is collected and processed on a voluntary basis via GPW’s website. For example, website visitors may choose to request information about our services, to subscribe to our e-newsletters, to sign up for our webinars, seminars and other events, to schedule a meeting, or to download a report or other content by completing our online forms.

Through these services, we may collect and process personal information, including but not limited to, your geographic location, region, preferred language, IP address, user preferences, contact information and recent search results.  By completing an online form via our website, you may opt-in to saving your contact information such as your name, company name, email address, mailing address, phone number, and website, which will be stored in cookies. The process of automatically storing your information is for your convenience so that you do not have to fill in your details again when you complete another form via our website.

Your personal information may also be collected and processed when it is necessary: (i) for the performance of a contract to which you are a party; (ii) to protect your personal information (e.g. when processing payments through our website); (iii) to comply with a legal obligation of GPW; or (iv) for the performance of a task carried out in the public interest.

GPW does not transfer, sell, rent or lease this information to third parties.

You may consent to receive emails or mailings from GPW from time to time informing you of company news, industry news, tax updates, webinar, seminar and other event information such as reminders and feedback requests, or notifying you of offers by us or our affiliates.

If you have subscribed to one of our e-newsletters and wish to be removed from this list, you may unsubscribe by following the instructions included within the e-newsletter. If you wish to be removed from our mailing list, you may also contact us at any time at info@grayprivatewealth.com

Additionally, certain third-party service providers use cookies on GPW’s website.  GPW uses Google Analytics to gain insights and improve the functionality of our website for site visitors.  Through the use of cookies, Google Analytics collects information about user activity which we can analyze in order to enhance the user experience. Website users who do not want their data collected with Google Analytics can install the Google Analytics opt-out browser add-on. Google’s privacy policy can be found at https://policies.google.com

We publish Google AdSense internet based advertisements on our website.  These are tailored by Google to reflect your interests.  To determine your interests, Google tracks your behavior on our website and other websites across the web using cookies.  You can view, delete or add interest categories associated with your browser by visiting https://adssettings.google.com.

In addition to the above, in accordance with the EU General Data Protection Regulation (GDPR), our customers and website visitors have the right to:

1. access of your personal data obtained by us;
2. rectification of your personal data obtained by us;
3. erasure of your personal data obtained by us;
4. restriction of our processing of your personal data;
5. object to our processing of your personal data;
6. portability of your personal data;
7. withdraw your consent to our use of your personal data at any time; and
8. lodge a complaint with a supervisory authority regarding use of your personal data.

Should you wish to exercise any of your above-listed rights, please contact us at any time at info@grayprivatewealth.com.

We may update this policy from time to time by publishing a new version on our website.  Please check this page occasionally to ensure you are satisfied with any changes to this policy.

You can revoke your consent any time using the Revoke consent button.