Privacy Policy

1. Information We Collect

We collect information you voluntarily provide when you fill out forms on our website, including your name, email address, phone number, and any details you share about your financial situation or goals.

We also collect standard technical data when you visit our site — including IP address, browser type, pages visited, and time spent — through cookies and analytics tools. This data is aggregated and not used to identify you individually.

2. How We Use Your Information

Information you submit through our consultation request form is used solely to evaluate whether our services may be appropriate for your situation, to contact you in response to your inquiry, and to schedule initial conversations with our team.

We do not use your personal information to send unsolicited marketing communications. We do not sell, rent, or trade your information to third parties.

3. Third-Party Services

Our consultation form is powered by HubSpot, a third-party CRM platform. Information you submit through the form is transmitted to and stored by HubSpot in accordance with their privacy policy. We encourage you to review HubSpot's privacy practices at hubspot.com.

Our website may use analytics tools (such as Google Analytics or similar) to understand how visitors interact with the site. These tools collect anonymized usage data via cookies. You may opt out of analytics tracking through your browser settings or a browser extension.

4. Cookies

Our site uses cookies to ensure basic functionality and to gather anonymized analytics data. A cookie is a small file placed on your device that helps us understand site usage. You can instruct your browser to refuse all cookies or to indicate when a cookie is being sent. However, some features of the site may not function properly without cookies.

We do not use cookies to track you across third-party websites or to serve targeted advertising.

5. Data Security

We take reasonable technical and organizational measures to protect the information you share with us. Our site is served over HTTPS, and access to any collected data is limited to authorized personnel only.

No method of transmission over the Internet is completely secure. While we strive to protect your personal information, we cannot guarantee its absolute security.

6. Data Retention

We retain inquiry and contact information for as long as necessary to respond to your request and maintain a record of our communications. If you would like your information removed from our records, please contact us at the address below and we will accommodate your request.

7. Your Rights

Depending on your jurisdiction, you may have rights regarding your personal data — including the right to access, correct, or delete information we hold about you. To exercise any of these rights, please contact us directly.

If you are located in the European Economic Area, you have rights under the General Data Protection Regulation (GDPR). If you are a California resident, you may have rights under the California Consumer Privacy Act (CCPA). We will respond to all verified requests within the timeframes required by applicable law.

8. Children's Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from minors. If you believe a minor has submitted information through our site, please contact us and we will remove it promptly.

9. Links to Other Websites

Our website may contain links to third-party websites. We are not responsible for the privacy practices of those sites and encourage you to review their privacy policies independently.

10. Changes to This Policy

We may update this Privacy Policy from time to time. When we do, we will revise the effective date at the top of this page. We encourage you to review this policy periodically to stay informed about how we protect your information.

11. Contact

If you have questions about this Privacy Policy or how your information is handled, please contact us at consult@sovereignpw.com.

Sovereign Private Wealth is not a registered investment advisor. Nothing on this website constitutes financial, legal, or tax advice. All content is provided for informational purposes only.