Privacy policy

What this site collects

This website collects very little. There is no account system, no advertising network, and no sale of personal information. Two things account for essentially everything:

• What you send us on purpose. If you use the contact form, we receive the name, email address, phone number, topic, investable asset range, preferred office, and message you enter, along with the page you sent it from and the time you sent it. We use it to reply to you.
• Aggregate page analytics, only with your agreement. When analytics are allowed, we use Vercel Web Analytics to count page views and see which pages are useful. It does not use cross-site tracking cookies and does not build an advertising profile of you.

Cookies this site sets

• dfcw_consent records whether you accepted or declined optional analytics, so we do not keep asking. It lasts 180 days.
• dfcw_privacy_mode records which privacy rules apply to your region, so the site can show you the right choices. It holds a region policy setting, not a location or an identifier, and it lasts a few hours.
• A theme preference stored in your own browser, so the site remembers whether you chose light or dark. It never leaves your device.

Your choices

In regions that require prior consent, optional analytics stay off until you turn them on. Elsewhere you can turn them off at any time. You can reopen the choice whenever you like using Cookie settings in the footer, or the same control on this page.

If your browser sends a Global Privacy Control signal, we treat that as declining optional analytics unless you have made an explicit choice yourself. If you decline, we stop optional analytics immediately and clear the tracking state we can see.

What we do not do

• We do not sell or rent your personal information.
• We do not run advertising pixels or retargeting on this site.
• We do not use session recording or replay tools.
• We do not ask for account numbers, Social Security numbers, or other sensitive details through this website. Please do not send them here.

How long we keep what you send

Contact form messages arrive as email to our team and are kept in our business records for as long as needed to respond to you and to meet the recordkeeping obligations that apply to our industry.

Third parties

This site is hosted on Vercel, and contact form email is delivered by Resend. Scheduling links open Calendly, which has its own privacy policy. Following any external link takes you to a site governed by that operator's policy, not this one.

Contact

Questions about this policy, or a request about your information, can go to sdevlin@levelfourfinancial.com or 540.574.2508.