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.

Our hosting and form providers may process standard technical information needed to deliver and secure their services, such as IP address, browser type, device information, requested pages, and timestamps.

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

Inquiry forms on this website may be provided by Tally. Information submitted through an active Tally form is processed by Tally and may be transferred to Bigin by Zoho if the approved customer-relationship-management connection is activated. Each provider handles information under its own privacy terms.

We may use service providers for website hosting, security, communications, and analytics. These providers may process information only as needed to perform services for us and subject to their applicable terms.

4. Cookies

Our website and service providers may use cookies or similar technologies that are necessary for security, form functionality, and basic site operation. If analytics are activated, those tools may also use cookies to help us understand aggregate website usage.

You can instruct your browser to refuse cookies or indicate when a cookie is being sent, although some website or form features may not function properly as a result. We do not use cookies 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 brenden@svrnprivatewealth.com.

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