Effective September 26, 2025
Evergreen Wealth Cookie Policy
Introduction
Evergreen Wealth Corporation and its wholly owned subsidiary, Evergreen Wealth Advisors Corporation (“Evergreen,” “we,” “us,” or “our”) use cookies and similar technologies to enhance your experience, analyze website usage, and support personalized marketing efforts. This Cookie Policy explains how and why we use cookies on our websites and your options for managing them.
This Cookie Policy should be read together with our General Privacy Policy and Privacy Notices, which include additional disclosures regarding the collection, processing, storage, use, and sharing of Personal Information. By continuing to use our websites, you consent to the use of cookies in accordance with this Cookie Policy and our General Privacy Policy. Where the law requires consent for certain cookies, we will obtain it; otherwise we operate on an opt-out model consistent with applicable United States state privacy laws.
What Are Cookies?
Cookies are small text files that websites store on your device to collect information about your visit and usage patterns. They help websites function properly, improve usability, and enable analytics and personalization features. We also use related technologies such as pixels, web beacons, SDKs, local storage, and similar tools (collectively herein, “cookies”).
How We Use Cookies
We use cookies for the following purposes:
1. Necessary Cookies
These cookies are essential for the operation of our website and enable core functionality such as security, authentication, and user preferences.
Consent Required: No (always active)
Duration: duration varies by cookie (session or up to 12 months)
Party: generally first party
Please refer to your personal cookie settings for details.
2. Analytics Cookies
These cookies help us understand how visitors use our website so we can improve performance and user experience.
- Consent Required: Only where required by law, otherwise consent is implied by continued use without an active opt-out election
- Default Status: Enabled (subject to your preferences and applicable law)
Note: In some states, certain analytics may be treated as “sharing” or “targeted advertising.” You may opt out at any time by modifying your cookie settings or by using a supported universal opt-out mechanism, if any (see “Your Choices and Global Privacy Control” below).
3. Marketing Cookies
These cookies support personalized marketing, including identifying visitors and delivering relevant ads or content.
- Consent Required: Only where required by law, otherwise consent is implied by continued use without an active opt-out election
- Default Status: Enabled (subject to your preference and applicable law)
Note: In some states, use of marketing cookies may be considered a “sale,” “share,” or “targeted advertising”. You may opt out at any time by modifying your cookie settings or by using a supported universal opt-out mechanism, if any (see “Your Choices and Global Privacy Control” below).
We may use LeadPost or similar services to infer or identify visitors based on on-site behavior and other signals, even before you submit any information. See “Visitor Identification & Data Enhancement” and the General Privacy Policy for details. You can opt out of this by disabling Marketing Cookies.
In addition, we and our third party service providers may use other tracking technologies such as pixels, web beacons, software development kits (SDKs), and local storage in connection with the above purposes. These tools may allow third parties to set, read, or modify their own identifiers in your browser.
How to Manage Your Cookie Preferences
We operate on an opt-out model, which means cookies are enabled by default when you use our website. However, you have control over non-essential cookies and can change your preferences at any time.
You can manage your cookie settings at any time by:
- Enable Global Privacy Control (GPC) or other state-recognized universal opt-out signals in your browser or extension
- Clear cookies using your browser settings
- Adjust permissions in your browser or device privacy settings
Your preferences will be stored for 12 months unless you choose to update them. If you clear your cookies or use a different browser/device, you will need to set your preferences again.
Your Choices and Global Privacy Control & Universal Opt-Out Signals (e.g., GPC)
Where required by law (such as in California and Colorado), we honor browser or device-level opt-out preference signals such as Global Privacy Control as a way to opt out of “sale,” “sharing,” and/or “targeted advertising.” When we receive a valid signal, we will disable Marketing Cookies and certain Analytics Cookies associated with these activities for that browser/device.
Additional opt-out mechanisms may be available under state law. See our General Privacy Policy for how to exercise your rights.
You may also use tools offered by the Network Advertising Initiative and Digital Advertising Alliance to manage interest-based advertising; however, these tools are browser-specific and may not affect all cookies.
Visitor Identification & Data Enhancement
Some of our marketing and personalization services involve identifying website visitors and enriching submitted data with services. These practices are described in detail in our General Privacy Policy under:
- Visitor Identification
- Data Enhancement Services
We may use other third-party technologies to analyze browsing behavior, IP address, device characteristics, and other signals to infer or identify visitors. This may be considered a “sale,” “share,” or “targeted advertising” activity under some state laws. You can opt out by using a valid universal opt-out signal (e.g., GPC).
Information About Specific Cookies
The specific cookies used on our Website, including the party setting the cookie (first or third party), purpose, and duration, may change over time. Third-Party Service Providers used in connection with cookies may include, for example, Google (Analytics/Ads), Amplitude, Meta (Facebook), LeadPost, and RudderStack. Their collection and use of data are governed by their own policies.
Cookie Consent Model
- Model Used: Opt-Out Model for US Visitors (consent where required by law)
- Consent Duration: 12 months
- Opt-Out Access: Persistent footer link on all pages
While our websites use an implied consent model, your rights under certain state laws may provide additional opt-out mechanisms. For more details, please review our General Privacy Policy and relevant Privacy Notices.
Changes to This Policy
We may update this Cookie Policy from time to time in response to legal, technical, or operational changes. Any changes will be posted here and accompanied by an updated effective date. Where required by law, we will obtain consent to material changes.
Contact Us
If you have any questions about our use of cookies or your privacy rights, please contact us at: clientservice@evergreenwealth.com