Who we are

Serenity Wealth Advisors LLC (“we”, “us”, the “Firm”) operates this website at serenitywealthadvisors.com. Our main office is at 806 Reisterstown Rd, 2nd Fl, Suite 5, Pikesville, MD 21208, with a satellite office at 937 Truro Ln, Crofton, MD 21114. You can reach us on 410-870-7440 or at serenitywealthadvisorsmd@gmail.com.

This policy covers this website only. Information you give us once you become an advisory client is governed by the separate privacy notice we deliver to clients alongside our Form ADV disclosure documents.

What this website collects directly

Almost nothing. These pages are static files. There is no login, no database, no shopping cart and no server-side form processing on our side.

Contact form: the form on our Contact Us page does not send anything to a server. It assembles a message and hands it to your own e-mail application, addressed to us. Nothing is stored on this website and nothing is transmitted to a third party. The message reaches us as an ordinary e-mail, and we ask you not to include account numbers, Social Security numbers or other sensitive information in it.
Server logs: like every website, our hosting provider records standard request information — IP address, date and time, the page requested, browser and referring page — for security and reliability purposes.

Third-party services used on this site

Some pages embed tools operated by other companies. When a page loads, or when you interact with one of these tools, that company receives information — typically your IP address, device and browser details, and the page you were on — and may set its own cookies. Each is governed by its own privacy policy.

Google Analytics — measures how the site is used, in aggregate.
Calendly — the scheduling widget and the “Schedule time with me” badge. Anything you enter to book a meeting (name, e-mail, the details you type) goes to Calendly and then to us.
Mailchimp — our newsletter sign-up. Subscribing is double opt-in: you must confirm from a message sent to your inbox. You can unsubscribe from any newsletter we send.
PreciseFP — the questionnaires on Prospective Client Resources. What you enter there goes to PreciseFP and then to us.
Asset-Map and RightCapital — the planning tools and client portal linked from Client Resources.
Vimeo and YouTube — embedded video. The YouTube embed uses the no-cookie domain, which limits tracking until you press play.
Google Maps — the office map on the Contact Us page.

How we use information

We use what you send us to answer your question, arrange a meeting and, if you go on to become a client, to provide financial planning and advisory services. We use aggregate analytics to understand which pages are useful and to improve the site.

We do not sell your personal information, and we do not share it with anyone for their own marketing purposes.

Cookies

This site sets no cookies of its own. The third-party tools listed above may set cookies in your browser. You can block or delete cookies in your browser settings, and you can use browser or extension-level controls to block analytics. Blocking cookies may stop the scheduling widget, questionnaires or embedded video from working.

Data retention

E-mails you send us are kept in our mail system for as long as we need them for business and regulatory recordkeeping. Newsletter subscriptions are kept until you unsubscribe. Information held inside Calendly, PreciseFP, Asset-Map, RightCapital and Google Analytics is retained according to those services’ own settings and policies.

Security

This site is served over HTTPS. Because it is a set of static files with no server-side processing, database or administrator login, the usual attack surface of a content-managed website is not present here. No method of transmission over the internet is completely secure, so please do not send account numbers, Social Security numbers, passwords or other sensitive data by e-mail or through this website.

Children

This website is intended for adults. We do not knowingly collect information from children under 13. If you believe a child has sent us information, contact us and we will delete it.

Your choices

You can ask us what information we hold about you, ask us to correct it, or ask us to delete information that we are not required to keep for regulatory reasons. Write to serenitywealthadvisorsmd@gmail.com or call 410-870-7440. Depending on where you live, you may have additional rights under state privacy law.

Links to other sites

Where we link out — to a custodian, a planning tool, the CFP Board or a video — you leave this site and that company’s privacy policy applies. We are not responsible for the content or practices of other websites.

Changes to this policy

If we change how this site handles information, we will update this page and the “last updated” date at the top of it.

Privacy Policy