We may collect personal information, including but not limited to, your name, address, contact information, financial information, and other relevant data necessary for providing wealth management services. We may also collect information about your use of our website through cookies and similar technologies.
We use the information we collect to provide and improve our services, to communicate with you, to comply with legal obligations, and for other legitimate business purposes. We may use your information to customize our services and offerings, provide you with personalized content, and send you marketing communications that we believe may be of interest to you.
We may share your information with third-party service providers and business partners who assist us in providing our services. We may also share your information when required by law, to protect our rights, or in connection with a corporate transaction. We do not sell your personal information to third parties.
We implement appropriate security measures to protect your information from unauthorized access, disclosure, alteration, or destruction. However, please be aware that no method of transmission over the internet or electronic storage is completely secure.
You may also have the right to access, correct, or delete your personal information. Please contact us using the information provided below to exercise these rights.