Privacy Policy

1. Introduction

At Capitalis Wealth Management ("we", "our", or "us"), we are committed to protecting your privacy and ensuring the security of your personal information. This Privacy Policy outlines how we collect, use, disclose, and safeguard your data when you visit our website, use our services, or interact with us.

2. Information We Collect

We may collect personal information that you voluntarily provide to us when you:

• Register on our website or for our services.
• Subscribe to our newsletters or publications.
• Contact us via email, phone, or our contact forms.
• Participate in surveys or promotions.

The types of information we may collect include your name, email address, phone number, mailing address, financial information (for advisory purposes), and other relevant details.

3. How We Use Your Information

We use your personal information for the following purposes:

• To provide and manage our wealth management and advisory services.
• To communicate with you regarding your account, updates, and inquiries.
• To send you relevant insights, market updates, and newsletters.
• To improve our website, services, and client experience.
• To comply with legal and regulatory obligations.

4. Data Security

We implement robust security measures to protect your personal information from unauthorized access, alteration, disclosure, or destruction. However, please note that no method of transmission over the internet or electronic storage is 100% secure.

5. Third-Party Disclosure

We do not sell, trade, or otherwise transfer your personal information to outside parties without your consent, except as described in this policy (e.g., to trusted service providers who assist us in operating our business and who agree to keep this information confidential) or as required by law.

6. Your Rights

You have the right to access, correct, update, or request deletion of your personal information. If you wish to exercise these rights, please contact us at advisory@capitaliswealth.com.

7. Updates to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated revision date.