Privacy Policy
& Data Protection

We collect information that you provide directly to us, including:

• Contact information (name, email address, phone number, mailing address)
• Financial information necessary for investment advisory services
• Investment objectives, risk tolerance, and financial goals
• Employment and income information
• Information provided through forms, surveys, or communications

We may also collect information automatically through your use of our website, including:

• IP address and browser information
• Pages visited and time spent on our website
• Referral sources and website usage patterns

We use the information we collect to:

• Provide investment advisory services and financial planning
• Communicate with you about our services and your account
• Analyze and improve our services and website
• Comply with legal and regulatory requirements
• Send periodic newsletters and market updates (with your consent)
• Respond to your inquiries and provide customer support

We do not sell, trade, or rent your personal information to third parties. We may share your information only in the following circumstances:

• Service Providers: With trusted third-party service providers who assist us in delivering our services
• Legal Requirements: When required by law, regulation, or legal process
• Business Transfers: In connection with a merger, acquisition, or sale of assets
• Your Consent: When you have explicitly authorized us to share your information

All service providers are contractually obligated to maintain the confidentiality of your information.

We implement appropriate technical and organizational security measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction:

• Encryption of sensitive data both in transit and at rest
• Regular security assessments and updates
• Access controls and employee training on data protection
• Secure storage of physical and electronic records
• Regular backup and disaster recovery procedures

While we strive to protect your personal information, no method of transmission over the internet or electronic storage is 100% secure.

You have the following rights regarding your personal information:

• Access: Request access to the personal information we hold about you
• Correction: Request correction of inaccurate or incomplete information
• Deletion: Request deletion of your personal information (subject to legal requirements)
• Opt-out: Unsubscribe from marketing communications at any time
• Portability: Request a copy of your personal information in a portable format

To exercise these rights, please contact us using the information provided below. We will respond to your request within 30 days.

Our website uses cookies and similar technologies to enhance your browsing experience:

• Essential Cookies: Required for basic website functionality
• Analytics Cookies: Help us understand how visitors use our website
• Preference Cookies: Remember your settings and preferences

You can control cookies through your browser settings. Disabling cookies may affect some website functionality.

Our website may contain links to third-party websites. We are not responsible for the privacy practices of these external sites. We encourage you to review the privacy policies of any third-party sites you visit.

We may update this privacy policy from time to time to reflect changes in our practices or legal requirements. We will notify you of material changes by posting the updated policy on our website and updating the "Last Updated" date.

We encourage you to review this privacy policy periodically to stay informed about how we protect your information.

If you have questions about this privacy policy or our privacy practices, please contact us: