Privacy and cookies
The calculators work without an account. This notice explains what stays in your browser, what is sent when you ask for help, and when analytics tracking is used.
Last updated September 23, 2026
WealthPlannerPro is operated by Morrowgate Private Wealth. Help requests go directly to Greg Garone for review. We do not sell your contact information to other advisors or distribute your request to an advisor marketplace. Our hosting, email, and CRM providers process information to deliver these services.
If you request an emailed result, we send the result and assumptions you chose to share. This does not request a call or subscribe you to marketing. If you ask for personal help, we email an acknowledgment and use your selected contact method to respond. Marketing requires a separate choice.
Calculator inputs and planning-checkup answers stay in your browser unless you choose to include them in a help request or ask for an emailed result. We do not connect to your financial accounts.
If you submit a request, we receive your name, email, phone number if you request a call, the description you selected, the tool you used, and any context or calculator result you choose to include.
We use it to review your request, reply in the way you selected, understand which planning topics are useful, protect the site, and maintain a record of the request. Sending a form does not create an advisory relationship.
If you allow analytics, the site loads Google Analytics and HubSpot tracking. Google Analytics uses first-party identifiers such as _ga to measure page visits and anonymous activity events. HubSpot may place first-party identifiers, including hubspotutk, and process page, browser, device, referral, network, and form-submission information for analytics and contact attribution. We also measure whether visitors view a calculator result, open help, or send a request. Those activity records exclude calculator values, contact details, and question text. If you continue without analytics, neither analytics tracking script is loaded; a help request can still be submitted.
We use service providers to host the site, store requests, protect the service, and manage contact records. They process information for those services under their own security and data-processing terms. We do not ask you to upload statements, tax returns, legal documents, passwords, Social Security numbers, or account numbers.
Use Cookie settings in the footer to allow or decline analytics. You may also ask to access, correct, or delete information connected with a help request by submitting a new request labeled “Privacy request.” We may need to verify your identity before acting on it.
We keep information only as long as reasonably needed for the purposes described here, legal obligations, security, and recordkeeping. This notice may change as the site, service providers, or legal requirements change. The date below identifies the current version.