Last updated: June 17, 2026

This Privacy Policy explains how Simplify Wealth, LLC (“Simplify Wealth,” “we,” “us,” or “our”) collects, uses, and shares information about you when you visit or interact with our website at https://www.simplify-wealth.com (the “Site”). By using the Site, you agree to the practices described in this policy.

Note about client financial information.
This policy describes how we handle information collected through our public website. It does not describe how we handle the nonpublic personal financial information of our clients, which is governed by our separate client privacy notice provided in connection with our services.

Who we are
Simplify Wealth, LLC
18258 Minnetonka Blvd Wayzata, MN 55391
Phone: (612) 799-1160
Email: info@simplify-wealth.com

Information we collect
We collect information in the following ways: Information you provide to us. When you fill out the contact form or otherwise reach out to us through the Site, we collect the information you choose to give us, which may include your name, email address, phone number, company or business details, and the contents of your message.

Information collected automatically.
When you visit the Site, certain information is collected automatically, including:
• Information about your browser, network, and device
• Your IP address
• The web pages you viewed before arriving at and while on the Site
• Your activity on the Site, such as pages visited, links clicked, searches, scrolling, and timestamps

This information is collected by our website hosting provider to operate, secure, and improve the Site.

Cookies and similar technologies
The Site uses cookies and similar technologies. These are small files or pieces of text stored on your device when you visit a website.
• Necessary cookies are always active and allow the Site to be delivered to you securely.
• Analytics and performance cookies help us understand site traffic and how visitors use the Site. Depending on your location and our cookie settings, these may be placed only after you acknowledge our cookie banner.

Analytics
We use website analytics to understand how visitors find and use the Site. To power these analytics, we collect information such as your browser, network, and device details, your IP address, the pages you viewed before arriving, and your activity on the Site (clicks, pages visited, scrolling, searches, and timestamps).

How we use your information
We use the information we collect to:
• Respond to your inquiries and communicate with you
• Operate, maintain, secure, and improve the Site
• Understand how visitors use the Site
• Comply with legal obligations and protect our rights

How we share your information
We do not sell your personal information, and we do not use visitor data for our own marketing or analytics. The only sharing that occurs is with the service providers who run the Site for us, such as our website hosting and analytics provider, who process information on our behalf under their own privacy policies. We may also disclose information if required by law or to protect our rights, or in connection with a sale or transfer of our business.

Third-party links
The Site may contain links to third-party websites, such as our LinkedIn page. We are not responsible for the privacy practices of those sites, and we encourage you to review their privacy policies.

Data retention
We retain personal information for as long as needed to fulfill the purposes described in this policy, to comply with our legal and regulatory obligations, resolve disputes, and enforce our agreements.

Security
We take reasonable measures to protect the information we collect. However, no method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security.

Children’s privacy
The Site is not directed to children under 13, and we do not knowingly collect personal information from children under 13. If you believe a child has provided us with personal information, please contact us so we can delete it.

Your privacy rights
Depending on where you live, privacy laws may give you rights over your personal information, such as the right to access, correct, or delete it.

To make a request, contact us using the information below and we will respond as required by applicable law.

Do Not Track
Some browsers offer a “Do Not Track” signal. Because there is no common industry standard for how to respond to these signals, the Site does not currently respond to them.

Changes to this policy
We may update this Privacy Policy from time to time. When we do, we will revise the “Last updated” date above. We encourage you to review this policy periodically.

If you have questions about this Privacy Policy or our privacy practices, please contact us:
Simplify Wealth, LLC
18258 Minnetonka Blvd, Wayzata, MN 55391
Phone: (612) 799-1160
Email: info@simplify-wealth.com