Privacy Policy

Valorem Wealth
Effective Date: 1/23/26

 

Valorem Wealth (“Company,” “we,” “us,” or “our”) values your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, store, and protect your information when you visit our website or interact with our services.

 

By using our website, you consent to the practices described in this Privacy Policy.


1. Who We Are

Company Name: Valorem Wealth
Website: https://valoremwealth.com
Contact Email: marc@valoremwealth.com


2. Information We Collect

We may collect the following types of information:

 

A. Personal Information You Provide

When you fill out a form, schedule an appointment, subscribe to a newsletter, or contact us, you may provide information such as:

  • Name

  • Email address

  • Phone number

  • Mailing address (if provided)

  • Any information you submit through forms or messages

B. Automatically Collected Information

When you visit our website, we may automatically collect certain information, including:

  • IP address

  • Browser type

  • Device type

  • Pages visited and time spent on pages

  • Referring website or source

  • General location data (city/state level)


3. How We Use Your Information

We may use your information to:

  • Respond to inquiries and provide customer support

  • Schedule appointments or consultations

  • Provide requested services or information

  • Send updates, educational content, or marketing messages (if you opt in)

  • Improve website performance, user experience, and service offerings

  • Maintain security and prevent fraud or misuse

  • Comply with legal obligations and regulatory requirements


4. Cookies and Tracking Technologies

We may use cookies and similar technologies to:

  • Improve site functionality

  • Understand how visitors interact with our website

  • Track marketing and advertising performance

You can disable cookies through your browser settings. Note that some parts of the website may not work properly if cookies are disabled.


5. Sharing Your Information

We do not sell your personal information.

We may share your information only in the following cases:

 

A. Service Providers

We may share information with trusted third-party vendors who help operate our website or support business functions (such as hosting providers, analytics tools, email platforms, or CRM software). These vendors are required to protect your information.

 

B. Legal and Compliance Requirements

We may disclose information when required to do so by law or in response to legal requests (such as subpoenas or regulatory inquiries).

 

C. Business Transfers

If Valorem Wealth undergoes a business transition (such as a merger or acquisition), your information may be transferred as part of that transaction.


6. Data Security

We use reasonable administrative, technical, and physical safeguards designed to protect your personal information. However, no method of transmission over the Internet is 100% secure, and we cannot guarantee absolute security.


7. Your Choices and Rights

Depending on your state or country, you may have rights related to your personal information, including:

  • Requesting access to your personal data

  • Requesting corrections or updates

  • Requesting deletion of your information

  • Opting out of marketing communications

To request any of the above, contact us at marc@valoremwealth.com.


8. Email Communications

If you receive emails from us, you may unsubscribe at any time using the “unsubscribe” link in the email (if included), or by contacting us directly at marc@valoremwealth.com.


9. Third-Party Links

Our website may contain links to other websites. We are not responsible for the privacy practices of third-party sites. We encourage you to review their privacy policies before sharing any information.


10. Children’s Privacy

Our website and services are not intended for children under the age of 13. We do not knowingly collect personal information from children. If we learn we have collected information from a child, we will delete it promptly.


11. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with a new “Effective Date.” Your continued use of the website after changes are posted means you accept the updated policy.


12. Contact Us

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

 

Valorem Wealth
Email: marc@valoremwealth.com
Website: https://valoremwealth.com