Metcalf Partners  ←  Back to Main Page

Privacy Policy

Last updated: January 1, 2025  |  Metcalf Partners Wealth Management

Contents
  1. Information We Collect
  2. How We Use Your Information
  3. Meta Pixel and Facebook Advertising
  4. Cookies and Tracking Technologies
  5. Phone and SMS Contact Consent
  6. Data Sharing and Third Parties
  7. We Do Not Sell Your Data
  8. Data Security
  9. Your Rights
  10. Investment Disclaimer
  11. Changes to This Policy
  12. Contact Us

Plain English summary: We collect the information you submit in our form. We use it to contact you about retirement planning services and to show relevant ads on Facebook. We do not sell your data. You can opt out at any time.

This Privacy Policy explains how Metcalf Partners Wealth Management ("Metcalf Partners," "we," "our," or "us") collects, uses, and protects your personal information when you visit this website or submit a form requesting information about our retirement planning services.

By using this website or submitting a form, you agree to the terms of this Privacy Policy.

1. Information We Collect

Information you provide directly

When you complete the application form on this website, we collect:

  • First and last name
  • Email address
  • Mobile phone number
  • Age range
  • Approximate investable asset range
  • Retirement timeline
  • Written responses you provide in open-text fields

Information collected automatically

When you visit this website, we automatically collect certain technical information, including:

  • IP address and general geographic location
  • Browser type and version
  • Pages visited and time spent on this website
  • Referring URL (how you arrived at this site)
  • Device type and operating system
  • Cookies and similar tracking technologies (see Section 4)

2. How We Use Your Information

We use the information we collect to:

  • Respond to your inquiry and determine whether you qualify for our Clarity Retirement Blueprint program
  • Contact you by phone, email, or text message regarding your retirement planning inquiry
  • Schedule and manage appointment calls
  • Send educational content, retirement planning updates, and relevant communications (you can opt out at any time)
  • Improve the performance and content of this website
  • Comply with legal and regulatory obligations applicable to registered investment advisers
  • Create and manage custom audiences on Facebook and Instagram for advertising purposes (see Section 3)

3. Meta Pixel and Facebook Advertising

This website uses the Meta Pixel (formerly Facebook Pixel), a piece of code provided by Meta Platforms, Inc. The Meta Pixel allows us to:

  • Measure the effectiveness of our Facebook and Instagram advertising campaigns
  • Track actions taken on this website (such as form submissions)
  • Create Custom Audiences to show relevant ads to people who have visited this site
  • Create Lookalike Audiences to reach new potential clients with similar characteristics
  • Optimize our ad delivery to people who are more likely to be interested in our services

The Meta Pixel tracks the following events on this website:

  • PageView: Recorded when you visit this website
  • Lead: Recorded when you submit the application form
  • Schedule: Recorded when you reach the booking confirmation page

The data collected through the Meta Pixel may be transmitted to and stored by Meta Platforms, Inc. in the United States. Meta's use of this data is governed by its own Privacy Policy. You can opt out of Facebook's use of cookies for advertising purposes at facebook.com/settings.

This website and the ads that link to it are operated by Metcalf Partners and are not affiliated with, sponsored by, or endorsed by Facebook, Inc. FACEBOOK is a trademark of FACEBOOK, Inc.

4. Cookies and Tracking Technologies

This website uses cookies and similar tracking technologies to improve your experience and to enable advertising features. These include:

  • Essential cookies: Required for the website to function properly
  • Analytics cookies: Used to understand how visitors interact with the site (e.g., pages viewed, time on site)
  • Advertising cookies: Used to serve relevant ads and measure ad performance, including the Meta Pixel described in Section 3

You can control cookies through your browser settings. Disabling certain cookies may affect the functionality of the website. For more information, visit aboutcookies.org.

By submitting the application form on this website, you provide express written consent to be contacted by Metcalf Partners via:

  • Phone calls (including automated or pre-recorded calls) to the number you provide
  • Text messages (SMS and MMS) to your mobile number
  • Email communications

This consent is for the purpose of discussing your retirement planning inquiry and Metcalf Partners' services. You are not required to provide consent as a condition of purchasing any product or service.

SMS opt-out

To stop receiving text messages from Metcalf Partners, reply STOP to any text message we send. You may also reply HELP for assistance. Message and data rates may apply. Message frequency varies based on your inquiry status.

Compliance

Our phone and SMS communications comply with the Telephone Consumer Protection Act (TCPA) and applicable state laws. We do not share your phone number with third parties for their own marketing purposes.

6. Data Sharing and Third Parties

We may share your information with the following categories of service providers and partners, strictly for the purposes described in this policy:

  • CRM and scheduling software: To manage your contact record, schedule calls, and track your inquiry (e.g., GoHighLevel)
  • Email marketing platforms: To send educational content and updates you have consented to receive
  • Phone and SMS platforms: To contact you regarding your inquiry (e.g., JustCall)
  • Meta Platforms, Inc.: Via the Meta Pixel, as described in Section 3
  • Website hosting: To host and operate this website (Netlify)
  • Compliance and legal: As required by applicable law, regulation, or legal process, including SEC and FINRA requirements applicable to registered investment advisers

All third-party service providers are required to handle your data in a manner consistent with applicable privacy laws and this policy.

7. We Do Not Sell Your Data

We do not sell, rent, or trade your personal information to any third party for their own marketing purposes. Your data is used only to contact you about Metcalf Partners' services and to fulfill the purposes described in this policy.

8. Data Security

We implement reasonable administrative, technical, and physical safeguards to protect your personal information against unauthorized access, disclosure, alteration, or destruction. These include secure data transmission (HTTPS), access controls, and regular security reviews.

No method of transmission over the internet or electronic storage is 100% secure. While we strive to protect your information, we cannot guarantee absolute security.

9. Your Rights

Depending on your state of residence, you may have certain rights regarding your personal information, including:

  • Access: The right to request a copy of the information we hold about you
  • Correction: The right to request correction of inaccurate information
  • Deletion: The right to request deletion of your personal information, subject to legal retention requirements
  • Opt-out of communications: The right to opt out of marketing communications at any time (reply STOP to texts, click Unsubscribe in emails, or contact us directly)

To exercise any of these rights, contact us at jeb.graham@metcalfpartners.com.

10. Investment Disclaimer

Metcalf Partners Wealth Management is a registered representative with and securities offered through LPL Financial, member FINRA/SIPC. Investment advice is offered through WCG Wealth Advisors, a registered investment adviser. WCG Wealth Advisors and Metcalf Partners Wealth Management are separate entities from LPL Financial.

Nothing on this website constitutes investment advice, tax advice, legal advice, or a solicitation to buy or sell any security. The information and materials on this website are provided for general informational and educational purposes only and do not constitute a complete description of our investment services.

The Clarity Retirement Blueprint is an educational and planning engagement. Past results are not indicative of future performance. All investing involves risk, including the potential loss of principal. Individual results will vary based on personal financial circumstances.

Metcalf Partners does not provide legal or tax advice. Please consult a qualified attorney or CPA for legal and tax matters.

Complimentary Blueprint availability is subject to qualification criteria and may change at any time.

11. Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, technology, legal requirements, or other factors. When we make material changes, we will update the "Last updated" date at the top of this page. Your continued use of this website after any changes constitutes your acceptance of the updated policy.

12. Contact Us

If you have questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us: