What this site collects
The site is a set of static pages. It does not use advertising trackers or sell data. The after-tax proceeds calculator runs entirely in your browser; the numbers you enter are not sent anywhere. If analytics are added before launch, this page will name the provider and describe what is collected, and the analytics will be configured to anonymize IP addresses and honor browser "do not track" signals where the provider supports it.
Fonts are loaded from Google Fonts, which means Google receives the request for the font file from your browser. No other third-party resources are loaded.
Information you send us
If you use the contact form or email us, we receive what you send: your name, email address, specialty, where you are in a sale, and any message. We use it to respond to you and, if you become a client, to provide advisory services. We do not sell it, and we do not share it with practice buyers, private equity sponsors, bankers, brokers, or anyone else who is not necessary to serve you. If you become a client, information is shared with custodians, your attorney and CPA at your direction, and service providers who are bound to protect it, as described in the firm's Regulation S-P privacy notice, which clients receive when an account is opened and annually thereafter.
Please do not send account numbers, Social Security numbers, or complete deal documents through the contact form. We provide a secure link for documents after a first conversation.
Downloads
The checklist PDF on this site is available without providing an email address. Downloading it creates no record beyond ordinary web server logs.
California residents
Under the California Consumer Privacy Act you have the right to know what personal information we hold about you, to request its deletion (subject to record-keeping rules that apply to registered investment advisors), and to be free from discrimination for exercising those rights. Email nirav@quberawealth.com to make a request. We do not sell personal information.
Record retention
Qubera Wealth Management is required by SEC and state rules to retain certain records, including communications with prospective and current clients and every version of its marketing materials, including this website. Information you send us may therefore be retained for the period those rules require even after an engagement ends.
Changes
This policy was last updated on the date shown in the footer. Changes will be posted here. Questions about privacy can be sent to nirav@quberawealth.com or to Qubera Wealth Management, Los Angeles, California.