Last updated: September 28, 2026
01Your local planning tools
Your Wealth Compass selections and information entered into the planning brief remain in the current page. They are not submitted to a server, stored in a database or browser storage, or sent by email. Downloading or printing creates a copy under your control. Closing or refreshing the page clears your answers. Wealth Compass asks only for general themes. Do not enter account numbers, passwords, identification numbers, or sensitive financial details into the planning brief.
02Language preference
When you select English or Spanish, the website stores an essential language preference cookie named uswm-language for up to one year. It contains only the selected language. You can remove it using your browser settings. On a first visit, the website may use your browser’s language preference to choose a language.
03Local assets and technical requests
Fonts, images, and application files are served by this website. This version does not use advertising trackers, third-party analytics, remote fonts, or embedded social widgets. The hosting software may process ordinary request information needed to deliver pages. External links are visited only when you choose to open them.
04Changes to this notice
This notice applies to the website as implemented. If contact delivery, analytics, client accounts, or other data collection is introduced, the notice and related controls must be updated before those features are enabled.