Privacy Policy

Last updated: March 18, 2026

Radius Wealth Management, Inc. (CRD# 168159) ("we", "our", "us") is a registered investment adviser with the U.S. Securities and Exchange Commission. We respect your privacy and are committed to protecting the personal information you share with us in accordance with SEC Regulation S-P (Privacy of Consumer Financial Information).

Information We Collect

We may collect the following categories of information when you use our website, financial planning tools, or interact with our advertisements:

Information You Provide

Name, email address, and phone number
Financial information you voluntarily provide (assets, income, debts, retirement goals, tax information)
Responses to questionnaires, quizzes, or intake forms

Information Collected Automatically

Device and browser information (type, operating system, screen size)
Pages visited, time spent, and interaction patterns
IP address and approximate geographic location
Referral source (how you found our website)

How We Use Your Information

To provide personalized financial planning analysis and educational estimates
To contact you about our advisory services if you request it
To improve our tools, services, and website experience
To measure the effectiveness of our advertising campaigns
To comply with legal and regulatory obligations

We do not sell your personal information to third parties.

Advertising & Tracking Technologies

We use the following technologies to measure advertising effectiveness and improve your experience:

Technology	Purpose	Data Shared
Meta (Facebook) Pixel	Measure ad performance, conversion tracking	Page views, form submissions (hashed email/phone for matching)
Meta Conversions API	Server-side conversion tracking (backup to Pixel)	Hashed email, hashed phone number, event type
Cookies	Session management, user preferences	Anonymous session identifiers

Data sent to Meta for advertising purposes is cryptographically hashed (SHA-256) before transmission. Meta uses this data to attribute conversions and optimize ad delivery. Meta's data use is governed by Meta's Privacy Policy.

Opting Out of Tracking

Browser: Disable cookies in your browser settings or use a browser extension (such as uBlock Origin)
Meta: Adjust your Facebook Ad Preferences
Do Not Track: We honor browser Do Not Track signals where technically feasible

Third-Party Services

Our tools may use the following third-party services, each governed by their own privacy policies:

Anthropic — AI-powered financial analysis (data is not stored or used for training)
Plaid — Account connections using bank-level encryption
Google — Authentication services
Meta Platforms — Advertising and conversion tracking
SendGrid — Email delivery
Calendly — Meeting scheduling
OnePageCRM — Client relationship management

Data Security

We use industry-standard security measures to protect your data, including HTTPS encryption in transit, hashed storage of sensitive identifiers, and secure third-party integrations. Financial account connections through Plaid use bank-level AES-256 encryption.

Data Retention

We retain your personal information for as long as necessary to provide services and comply with regulatory obligations. SEC regulations require us to retain certain records for a minimum of 5 years. You may request earlier deletion of non-required data.

Data Deletion

You may request deletion of your personal data at any time by contacting us at christian@radiuswealth.ai or calling (617) 765-2200. We will process your request within 30 days, subject to regulatory retention requirements.

Your Rights

Depending on your jurisdiction, you may have the right to:

Access the personal information we hold about you
Request correction of inaccurate information
Request deletion of your data (subject to regulatory requirements)
Opt out of advertising tracking
Receive a copy of your data in a portable format

Children's Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children.

Changes to This Policy

We may update this privacy policy periodically. Material changes will be posted on this page with an updated revision date.

Contact Us

Radius Wealth Management, Inc.
CRD# 168159 | SEC Registered Investment Adviser
Boston, MA & Vero Beach, FL
(617) 765-2200
christian@radiuswealth.ai