Privacy Policy

Last Updated: October 12, 2025

At Clarity Retirement & Wealth, your privacy is important to us. We are committed to protecting your personal information and maintaining your trust. This Privacy Policy explains how we collect, use, and safeguard the information you provide through our website and services.

1. Information We Collect

We may collect personal information you provide directly to us, such as your name, email address, phone number, or financial details when you:

  • Request a consultation or fill out a contact form

  • Subscribe to newsletters or updates

  • Engage in services or communications with our advisors

We may also collect non-personal information automatically, such as your browser type, IP address, and site usage data, to improve our website experience.

2. How We Use Your Information

We use your information to:

  • Provide financial planning and advisory services

  • Respond to inquiries and deliver requested information

  • Improve our website and communications

  • Comply with legal and regulatory requirements

We will never sell, rent, or share your personal information with unaffiliated third parties for marketing purposes.

3. How We Protect Your Information

We implement reasonable security measures designed to protect your data from unauthorized access, use, or disclosure. However, please note that no online transmission is completely secure, and you share information at your own risk.

4. Cookies and Tracking Technologies

Our website may use cookies or similar technologies to enhance user experience and collect analytics. You can modify your browser settings to refuse cookies, though some parts of the site may not function properly as a result.

5. Your Rights

Depending on your location, you may have rights to access, correct, or delete your personal data. To exercise these rights, please contact us using the information below.

6. Third-Party Links

Our website may contain links to third-party sites. We are not responsible for the content, security, or privacy practices of those websites.

7. Updates to This Policy

We may update this Privacy Policy periodically. Any changes will be reflected on this page with an updated revision date.

8. Contact Us

If you have any questions about this Privacy Policy or how your information is handled, please contact:

Clarity Retirement & Wealth
158 Charles L McCombs Blvd, Second Floor
New Bedford, MA 02745
Phone: 774-992-7444
Email: info@clarityrw.com