Get Started

    California Residents Right to Opt-Out

    Opt-Out of the Sale or Sharing of Data

     

    Information We Share With Third Parties

    If you visit our public websites, we share your IP address, the URL you came from, and your interaction with our websites with our analytics providers, third-party advertising networks, and social media platforms for their use in cross-context behavioral advertising across multiple websites. We share this information only after you affirmatively authorized us to do so. Except for this limited sharing, we do not sell or share any of your personal information with third parties.

    Your Right to Opt-Out

    California residents have the right to opt-out of the selling or sharing of personal information. You can withdraw your consent:

    • Specifically, for ewealthmanager.com, at any time via Manage Preferences, selecting “Cookies Settings” and toggling off performance cookies and marketing cookies;
    • Specifically, for assetmark.com, at any time via Manage Preferences and toggling off performance cookies and marketing cookies;
    • By sending us an opt-out preference signal through the privacy controls available on your web browser

    Effective date: January 1, 2023