Effective August 7, 2026
Privacy policy
This policy explains how Helm Valuations, a trade name used by Maia Wealth, LLC, handles information collected through this website.
Information you provide
When you begin or submit a valuation questionnaire, we collect the contact and firm information you choose to provide, including your name, email address, phone number, firm details, and questionnaire responses. We use this information to save your draft, prepare and discuss your requested valuation, operate the service, and meet applicable legal and regulatory obligations.
Analytics and performance data
We use Vercel Web Analytics to understand aggregate site usage and Vercel Speed Insights to measure real-world performance. These services collect anonymous, aggregated page-view and performance information. Vercel Web Analytics does not use cookies and does not create a persistent identifier that follows visitors across sites. We do not use these tools to identify you or to build advertising audiences.
Cookies and similar technologies
The site uses essential cookies and similar technologies needed to keep a saved questionnaire session secure and to support authenticated administrative access. These are not used for advertising or cross-site behavioral tracking. Vercel Web Analytics itself is cookie-free.
Service providers and disclosures
We use service providers to host the website, operate the questionnaire, store submitted information, and provide analytics and performance monitoring. We disclose information to those providers only as needed to operate the service, protect our rights and users, comply with law, or as part of a business transaction. We do not sell personal information or share it for cross-context behavioral advertising.
Data retention and security
We retain submitted information for as long as reasonably necessary for the purposes described here, including maintaining business and regulatory records. We use reasonable administrative, technical, and organizational safeguards, but no internet transmission or storage system is completely secure.
Your choices
You may ask questions about this policy or request access to, correction of, or deletion of personal information by contacting your Helm Valuations representative. We will respond in accordance with applicable law and any records-retention obligations.
Important notice
This policy is provisional and is not a substitute for legal advice. It must be reviewed and approved by counsel before production compliance reliance.