Privacy and cookie policy

• Information you send through the contact form or a request form: your name, email, phone number if you give it, the topic or request you choose, an approximate asset range if you choose one, and your message.
• With your consent, analytics data about which pages are visited and how the site is used, collected by Vercel Web Analytics and Google Analytics. This data does not identify you by name.
• Necessary cookies that make the site work and remember your cookie choice.

• To reply to you and, if you ask, to set up a conversation.
• To send the newsletter, if you subscribed, until you unsubscribe.
• To understand which pages are useful and improve the site.
• We do not sell personal information, and we do not share it with other organizations for their marketing.

Form submissions are delivered to the firm by an email service provider. Analytics, when you allow it, is processed by Vercel and by Google. The map on the contact page is loaded from OpenStreetMap, which receives your IP address when the map loads. Newsletter signups happen on a page run by Campaign Monitor, the firm's newsletter provider. Documents you send through the secure upload page go to Egnyte, and meetings you book online are scheduled through Calendly. Each provider handles data under its own privacy policy. Client account information is held by your custodian or insurer under their policies, not by this website.

When you first visit, a banner asks whether you accept analytics cookies. Necessary cookies are always on because the site does not work without them. You can change your choice at any time by opening Cookie Settings in the footer.

You can ask what information we hold about you from this website, ask us to correct or delete it, or unsubscribe from the newsletter at any time. Email eliriano@lirianowealth.com or call 617-969-2933. We keep form submissions only as long as needed to respond and to meet our recordkeeping obligations as a registered investment adviser.

If this policy changes, the effective date at the top changes with it. Continued use of the site after a change means you accept the updated policy.