Privacy Policy

Last updated: January 2025

Introduction

Clarity Financial Advisors (“we,” “our,” or “us”) is committed to protecting the privacy and security of our clients' and website visitors' personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or engage our advisory services.

Information We Collect

We may collect personal information that you voluntarily provide to us when you:

• •Complete our contact form or request a consultation
• •Become a client and provide financial information for advisory purposes
• •Subscribe to our newsletter or request informational materials
• •Communicate with us via email, phone, or other channels

This information may include your name, email address, phone number, mailing address, financial information, and any other information you choose to provide.

How We Use Your Information

We use the information we collect to:

• •Provide financial advisory and wealth management services
• •Respond to your inquiries and fulfill your requests
• •Send periodic communications about our services and market insights
• •Comply with legal and regulatory obligations
• •Improve our website and client experience

Information Security

We implement appropriate technical and organizational security measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. Our security practices include encryption of sensitive data, secure server infrastructure, regular security assessments, and strict access controls for our team members.

Information Sharing

We do not sell, trade, or otherwise transfer your personal information to third parties for marketing purposes. We may share your information with trusted service providers who assist us in operating our business (such as custodians, compliance consultants, and technology providers), provided they agree to keep your information confidential. We may also disclose your information when required by law or regulatory request.

Cookies and Website Analytics

Our website may use cookies and similar technologies to enhance your browsing experience and collect aggregate usage data. This data helps us understand how visitors interact with our website and improve its functionality. You can control cookie settings through your browser preferences.

Your Rights

You have the right to access, correct, or delete your personal information in our records. You may also opt out of receiving marketing communications from us at any time. To exercise any of these rights, please contact us using the information provided below.

Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or applicable laws. We will post the updated policy on this page with a revised effective date.

Contact Us

If you have questions about this Privacy Policy or our data practices, please contact us at info@clarityfinancial.com or by writing to our office at One International Place, Suite 2600, Boston, MA 02110.