Iron Path Wealth Management

Fee-Only Fiduciary Advisor

Privacy Policy

Privacy Policy

Effective Date: June 9, 2026

Iron Path Wealth Management (“we,” “us,” or “our”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, and safeguard information when you visit our website (the “Site”). By using the Site, you agree to the practices described in this policy.

This policy applies to information collected through the Site only. It does not govern information collected through other channels, such as in-person consultations, financial account agreements, or third-party platforms.

1. Information We Collect

Automatically Collected Information

When you visit the Site, we automatically collect certain technical information through cookies and analytics tools, including:

  • Pages viewed and time spent on each page
  • Browser type, operating system, and device type
  • IP address (collected in anonymized or truncated form where possible)
  • Referring URLs (the page you visited before arriving at our Site)
  • General geographic location (country or region level)
  • Interactions with Site content (clicks, scrolls, downloads)

This information is collected in aggregate and is not used to identify you personally.

Information You Voluntarily Provide

If you choose to contact us through the Let’s Talk Calendly embed, we may collect your name, email address, phone number, and any message content you submit. This information is used solely to respond to your inquiry.

2. Cookies and Tracking Technologies

We use cookies and similar tracking technologies to operate and improve the Site. A cookie is a small data file stored on your device. We use the following types:

  • Strictly Necessary Cookies — Required for the Site to function properly. These cannot be disabled.
  • Analytics Cookies — Help us understand how visitors use the Site so we can improve performance and content (e.g., Google Analytics). These collect anonymized data.
  • Preference Cookies — Remember your settings and choices to improve your experience on return visits.

You can control or disable cookies through your browser settings. Note that disabling cookies may affect some Site functionality. Most browsers also support “Do Not Track” signals — where technically feasible, we honor these signals.

3. How We Use the Information We Collect

We use the information collected through the Site to:

  • Analyze Site traffic and user behavior to improve content and navigation
  • Diagnose and fix technical issues
  • Understand which pages and content are most useful to visitors
  • Respond to inquiries submitted through the Site
  • Comply with applicable legal obligations

We do not sell, rent, or trade your personal information to third parties for marketing purposes.

4. Third-Party Analytics Providers

We use Google Analytics to help us understand Site usage. Google Analytics uses cookies to collect data such as pages visited, session duration, and traffic sources. This data is processed by Google and subject to Google’s own Privacy Policy, available at https://policies.google.com/privacy.

We have enabled IP anonymization in Google Analytics, which means your full IP address is not stored. You may opt out of Google Analytics tracking by installing the Google Analytics Opt-Out Browser Add-On at https://tools.google.com/dlpage/gaoptout.

We may engage other third-party service providers (such as website hosting or security services) who may have limited access to Site data as necessary to perform their services. These providers are contractually required to protect your information and may not use it for any other purpose.

5. Gramm-Leach-Bliley Act (GLBA) Notice

As a financial services firm, Iron Path Wealth Management is subject to the Gramm-Leach-Bliley Act (GLBA) and its implementing regulations. This website privacy policy governs only the information collected through the Site.

Our full GLBA Privacy Notice, which describes how we collect, share, and protect your nonpublic personal information as a client, is provided to clients separately at account opening and annually thereafter. If you are an existing client and would like a copy, please contact us directly.

6. Data Security

We take reasonable technical and organizational measures to protect the information collected through the Site against unauthorized access, loss, or misuse. These measures include encrypted data transmission (HTTPS), access controls, and regular security reviews of our service providers.

No method of transmission over the internet is completely secure. While we work hard to protect your information, we cannot guarantee absolute security.

7. Data Retention

Analytics data is retained in accordance with our analytics provider’s default retention settings (typically 26 months in Google Analytics, though we may configure shorter periods). Contact form submissions are retained only as long as necessary to respond to your inquiry and are then deleted or archived securely.

8. Your Choices and Rights

Depending on your location, you may have certain rights regarding your personal information, including:

  • The right to access or request a copy of the information we hold about you
  • The right to request correction of inaccurate information
  • The right to request deletion of your information, subject to legal retention requirements
  • The right to opt out of certain data collection or sharing

To exercise any of these rights, or to ask questions about how we handle your data, please contact us using the information in Section 11 below. We will respond within a reasonable timeframe and in accordance with applicable law.

9. Children’s Privacy

The Site is not directed to individuals under the age of 13, and we do not knowingly collect personal information from children.

10. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, technology, or legal obligations. When we make changes, we will update the effective date at the top of this document. We encourage you to review this policy periodically. Your continued use of the Site after any update constitutes your acceptance of the revised policy.

11. Contact Us

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

Iron Path Wealth Management

15 Crabapple Ln, Sandy Hook, CT, 06482-1539

Phone: +1 (203) 321-3444

Investment advisory services are offered through Iron Path Wealth Management. Past performance is not indicative of future results. This website is for informational purposes only and does not constitute investment advice.