Disclosures
Privacy Policy
Perissos Private Wealth Management (“Perissos,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy describes how we collect, use, and safeguard the personal information you provide when you visit our website or engage our services.
Information We Collect
We collect information you provide directly — such as your name, email address, phone number, and any details you include when scheduling a consultation or completing a form. We may also collect non-identifying technical data through standard server logs and analytics tools.
How We Use Information
Personal information is used to respond to inquiries, deliver requested services, comply with regulatory obligations, and improve our website. We do not sell your personal information.
Information Sharing
We share information only with service providers who support our operations (such as custodians, email providers, and compliance vendors), and only as required to deliver services or comply with applicable law.
Security
Sensitive client information is encrypted at rest and in transit. We maintain administrative, technical, and physical safeguards designed to protect your information.
Contact
Questions about this policy may be directed to info@perissosprivatewealth.com.
