Privacy & cookies
A straightforward account of how this website handles cookies and the information you choose to share.
We use one essential cookie, securemynt_cookie_notice, to remember that you dismissed the cookie notice. It lasts up to six months, is limited to this site, and is not used for advertising or analytics. You can clear it through your browser settings; the notice will then appear again. We do not currently set optional advertising or analytics cookies.
When you submit a consultation or advisor inquiry, the details you provide are emailed to our team so we can respond. When you request a protection plan, your selected profile and concerns are processed by an AI service to create the plan and are emailed to our team along with any optional email address you provide. Avoid submitting passwords, account numbers, or other highly sensitive information.
This site loads typefaces from Google Fonts. Your browser may connect to Google to retrieve them. Essential technical requests may also be processed by our hosting and email providers to operate this website and deliver your inquiries.
For questions about information you have submitted, contact our private client team.