Privacy Policy

This policy covers markwkarstromwealthmanagement.com and the consultation form on it.

It does not cover the privacy practices of Realta Investment Advisors, Inc. or Realta Equities, Inc., through which investment advisory and securities services are offered, or the practices of any third-party website linked from this one, including the firm's separate 1031 and Delaware Statutory Trust practice. Those firms and sites maintain their own privacy notices.

This site sets no cookies, runs no analytics, embeds no third-party trackers, and has no advertising pixels. Nothing is stored on your device beyond what your own browser caches to display the pages.

It also makes no requests to anyone else. The typefaces are served from this site rather than from a font service, and no image, script, or style is loaded from a third party — so simply reading these pages does not disclose your visit, or your IP address, to any other company. The only external addresses on this site are ordinary links you would have to click, such as FINRA BrokerCheck.

This is true of reading. Submitting the consultation form is different, and the next section describes exactly what it sends.

The site is served as static pages. Its host keeps standard server logs, which typically include IP address, browser and device type, and the pages requested. We do not access those logs to identify individual visitors.

The form on the contact page is the only place this site collects anything. When you submit it, the name, email address, telephone number, approximate asset range, and message you entered are sent to this website and forwarded to Mark as an email.

The email is the record. Nothing you submit is written to a database or kept on this website — once the message has been handed to our email provider, this site retains no copy of it. Your own email address is set as the reply-to on that message, so a reply goes straight back to you.

Delivery is handled by Resend, Inc., our email provider, which processes the message for the sole purpose of sending it. The form also carries one hidden field that people never see; anything entered in it marks the submission as automated, and it is discarded rather than sent.

Please do not send account numbers, Social Security numbers, or other sensitive financial details through this form or by unencrypted email. Call us instead and we will arrange a secure method.

We do not use it to make automated decisions about you, and contacting us does not create an advisory relationship or an offer to sell a security.

We do not sell your personal information, we do not rent or trade contact lists, and we do not provide your information to third parties for their own marketing purposes.

We maintain administrative, technical, and physical safeguards intended to protect the information you give us, and we limit access to those who need it to serve you or to meet a supervisory or legal requirement.

No method of transmitting information over the internet is completely secure.

We keep what you send us for as long as needed to respond to you and to serve you as a client, and then for the periods required of us as an investment advisory representative and registered representative.

Correspondence with a prospective or actual client is a business record. Books-and-records rules applicable to investment advisers and broker-dealers — Rule 204-2 under the Investment Advisers Act and Rule 17a-4 under the Securities Exchange Act — require that certain communications be retained for a minimum period, even after you ask us to stop contacting you. The retention schedules of Realta Investment Advisors, Inc. and Realta Equities, Inc. govern how long that is.

We do not require you to prove residency in a particular state to make any of these requests. To make one, contact us using the details at the end of this policy.

The privacy of a client's nonpublic personal information is governed by the privacy notice delivered at account opening under the Gramm-Leach-Bliley Act and Regulation S-P, together with the privacy practices of the firms through which advisory and securities services are offered. That notice — not this website policy — governs client account information, and it explains the limited circumstances in which that information may be shared and how you may limit sharing.

This website is intended for adults and is not directed to children.

This site links to resources maintained by others, including FINRA's BrokerCheck, the SEC's Investment Adviser Public Disclosure site, and the firm's separate 1031 and Delaware Statutory Trust practice. Once you follow a link away from this site, this policy no longer applies. Review the privacy policy of any site you visit.

We may update this policy as our practices, our vendors, or the applicable rules change. The current version is always posted here with its effective date. Material changes will be identified in the posted version rather than made silently.