Privacy Policy

Smarter Way Wealth, LLC (“we,” “our”) operates smarterwaywealth.com. This notice explains what we collect when you visit, how we use it, and how to contact us about your information.

Information we collect

The site includes a fee-savings calculator (at /save). The values you enter into the calculator (portfolio value, fees, growth rate, time horizon) are processed locally in your browser and may be reflected in the URL if you copy or share a link. We do not store your calculator inputs on our servers.

If you submit a vote on an interactive element, contact us, or sign up to be notified, we receive the information you choose to share (such as your selection or contact details).

Our hosting provider (Vercel), our error-monitoring provider (Sentry), and any analytics providers we use automatically receive standard request data — such as IP address, browser type, referring page, and timestamps — for the purpose of operating, securing, and improving the site.

How we use information

We use the information described above to operate and secure the site, monitor and fix errors, understand aggregate usage, and respond to inquiries you send us. We do not sell personal information.

Third parties

The site is hosted on Vercel and uses Sentry for error monitoring. These providers process technical request data on our behalf under their own privacy practices.

Your choices and contact

Connecticut residents and residents of other states with applicable privacy laws may have rights to access, correct, or delete personal information we hold about them. To make a request, or for any other privacy question, contact us at compliance@smarterwaywealth.com or (646) 418-2867.

Regulatory disclosures

For firm registration, Form ADV Part 2A, and other regulatory disclosures, see our Disclosures page. (Information there is not duplicated on this Privacy Policy to avoid drift.)

Updates to this notice

We will update this page when our practices change. The “Last updated” date above reflects the most recent revision.