Privacy

Website privacy notice.

Last updated August 2026. This notice explains what happens to information collected through valencewm.com. If you are a Valence client, our Privacy Policy governs the information we hold as your investment adviser.

What we collect

Information you send us. If you use our contact form, we receive the name, email address, and description of your situation that you enter. If you email or call us, we receive whatever you choose to share. Please do not send account numbers, Social Security numbers, or other sensitive identifiers through the website.

Information collected automatically. Like most websites, ours records basic technical data such as pages viewed, approximate location derived from IP address, referring site, and device and browser type.

Where your contact form submission goes

A contact form submission is emailed to our firm mailbox and recorded in our client relationship management system so we can respond and keep track of the conversation. It is not sold, rented, or shared for advertising.

Analytics and session recording

These are optional and off until you accept them. When you first visit, a banner asks whether to allow analytics. Nothing loads unless you choose Accept, and if your browser sends a Global Privacy Control signal we treat that as a decline and never ask.

If you accept, we use Google Analytics 4 to understand how visitors find and move through the site. It sets cookies and collects the technical data described above.

We also use Microsoft Clarity, which records site interactions such as clicks, scrolling, and mouse movement, and can replay those sessions to show us where a page is confusing. Our Clarity project is configured with strict masking, so text on the page, including anything typed into a form, is hidden in the recording. We use these recordings to improve the website, not to identify individual visitors.

Your choice

You can change your mind at any time.

Declining stops anything new from loading. If you accepted earlier and want existing cookies removed, your browser's settings will clear them, and Google also offers a browser opt-out add-on for Analytics.

Other services this site connects to

Scheduling an introductory call is handled by Calendly, and the client portal is hosted by RightCapital. When you use those links you are on their systems, subject to their privacy practices. The site itself is hosted by Vercel.

How long we keep it

We keep inquiries for as long as needed to respond and to meet the recordkeeping obligations that apply to registered investment advisers.

Questions

Email hello@valencewm.com or write to Valence Wealth, LLC, 20551 N. Pima Rd., Suite 200, Scottsdale, AZ 85255.

See also our firm disclosures and the client Privacy Policy (PDF).