Privacy Policy
MaximForte Private Wealth LLC · Last updated: October 2026 · Applies to privatewealth.maximforte.com
Who we are
This website is operated by MaximForte Private Wealth LLC ("we," "us"), an investment adviser registered with the State of New York (CRD #342663). A separate privacy policy applies to our affiliate's website at maximforte.com. This website policy describes website data practices; clients of the firm also receive the privacy notices required of registered investment advisers.
Information we collect
- Information you provide. When you submit a form on this site (for example, a contact request, newsletter subscription, or introduction request), we collect what you enter — typically your name, email address, company information, and the responses you choose to share.
- Information collected automatically. We use HubSpot, a customer relationship management and analytics platform, which places cookies and similar technologies in your browser and collects information such as your IP address, device and browser type, pages visited, time on page, and referring source. If you later submit a form, HubSpot may associate your past browsing activity on this site with your contact record.
How we use information
- To respond to your inquiries and schedule requested conversations;
- To send publications you subscribe to, and occasional communications about our services (you may opt out at any time);
- To understand how visitors use the site and improve its content;
- To maintain records consistent with our legal and regulatory obligations.
Sharing
We do not sell your personal information. We share it only with: (i) service providers who process it on our behalf (including HubSpot for CRM and analytics, Formspree for form processing, Netlify for website hosting, and scheduling tools such as Calendly); (ii) our affiliate, MaximForte LLC, where relevant to your inquiry; and (iii) regulators, auditors, or others where required by law. Each provider processes data under its own privacy terms.
Cookies and your choices
You can block or delete cookies through your browser settings; the site will continue to function. You can opt out of marketing emails via the link in any message or by writing to us. To request access to or deletion of personal information we hold about you, contact info@maximforte.com — we will respond consistent with applicable law, including, where applicable, the Texas Data Privacy and Security Act and other state privacy laws.
Data retention and security
We retain information for as long as needed for the purposes above and for the retention periods our regulatory obligations require, and we use commercially reasonable safeguards to protect it. No internet transmission is perfectly secure; please do not submit sensitive financial details through website forms.
Not investment advice; confidentiality
Submitting information through this site does not create an advisory relationship; an advisory relationship is formed only by a written agreement. Conversations with our team are held in confidence consistent with our professional obligations.
Changes and contact
We may update this policy from time to time; the date above reflects the latest revision. Questions: info@maximforte.com · (201) 241-4826 · MaximForte LLC, Brookfield Place, 200 Vesey St, 24th Floor, New York, NY 10281.