Privacy policy

Who we are

1031ExchangePlan.com is an educational website published by Qubera Wealth Management, Inc., a registered investment adviser based in Pasadena, California. References to we, us, and our mean Qubera Wealth Management, Inc.

Information we collect

• Information you give us. When you submit the contact form, we collect your name, email address, phone number, and whatever details you choose to share about your property and your situation.
• Information collected automatically. Like most websites, our host records standard technical data such as IP address, browser type, pages visited, and referring site. If analytics are enabled, aggregate usage data is collected for the purpose of improving the site.
• Information we do not collect. The tax calculator on this site runs entirely in your browser. The figures you enter are never transmitted to us or to anyone else, and are not stored.

How we use it

We use the information you provide to respond to your inquiry, schedule and prepare for a conversation, and, if you become a client, to deliver advisory services. We use technical and analytics data to understand which content is useful and to maintain the site.

What we do not do

We do not sell your information. We do not rent, trade, or share it with third parties for their marketing purposes. We do not add you to a mailing list because you filled out a contact form.

When we may share information

We may share information with service providers who help us operate, such as email, scheduling, and customer relationship management platforms, and only to the extent needed to perform those services. If you become a client and engage in a transaction, we may share information with parties involved at your direction, such as a qualified intermediary, your CPA, your attorney, or a custodian. We may also disclose information where required by law or regulation.

Cookies

This site uses only the cookies necessary for basic function and, if enabled, analytics. Most browsers let you refuse or delete cookies. Doing so will not prevent you from using this site.

Security

We use reasonable administrative, technical, and physical safeguards to protect the information we hold. No method of transmission over the internet is completely secure, and we cannot guarantee absolute security. Please do not send account numbers, Social Security numbers, or other sensitive identifiers through the contact form.

Your choices

You may ask us what information we hold about you, ask us to correct it, or ask us to delete it, subject to any records we are required to retain under securities regulations. California residents may have additional rights under the California Consumer Privacy Act. To make a request, contact us through the contact page.

Children

This site is not directed to anyone under 18 and we do not knowingly collect information from children.

Changes

We may update this policy from time to time. The date at the top of this page reflects the most recent revision.

Regulatory disclosures

Qubera Wealth Management, Inc. is a registered investment adviser. Registration does not imply a certain level of skill or training. Our Form ADV brochure, which describes our services, fees, and conflicts of interest, is linked in the footer of every page and is also available on the SEC's Investment Adviser Public Disclosure website.

Nothing on this site is tax advice, legal advice, or an offer to sell or a solicitation of an offer to buy any security. Delaware Statutory Trust interests are illiquid securities offered only to accredited investors through a private placement memorandum and involve substantial risk, including possible loss of principal.