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Privacy Policy

Palladium Wealth (“we,” “our,” or “us”) is committed to protecting the privacy and security of our clients and website visitors. This Privacy Policy explains how we collect, use, disclose, and safeguard your personal information when you visit our website or interact with us through our services.

By using our website or submitting your information to us, you consent to the practices described in this policy.

1. Information We Collect

We collect both personal and non-personal information to provide and improve our services. This includes:

a) Personal Information (Voluntarily Provided)

When you fill out a contact form, request a consultation, or communicate with us, you may provide:

  • Full name

  • Phone number

  • Email address

  • Mailing address

  • Employment and financial status (if voluntarily shared)

  • Any other personal or financial details you choose to provide

b) Automated Data (Collected Automatically)

When you visit our website, we may automatically collect:

  • IP address

  • Browser type and version

  • Device type and operating system

  • Pages visited and duration of visit

  • Referring website (if applicable)

  • Geolocation data (based on IP)

This data is collected using cookies, log files, and tracking technologies to analyze usage patterns and enhance user experience.

2. How We Use Your Information

We may use your information for the following purposes:

  • To respond to your inquiries or consultation requests

  • To assess your eligibility for our services

  • To schedule and manage meetings with Private Client Advisors

  • To provide ongoing client support

  • To send administrative messages, appointment confirmations, or service updates

  • To personalize your user experience on our website

  • To improve the functionality, security, and performance of our website

  • To comply with legal, regulatory, and compliance requirements

We do not use your personal information for unsolicited marketing or third-party advertising.

3. Text Message & Voice Communication Consent

By providing your mobile number, you consent to be contacted regarding your inquiry or services with Palladium Wealth. This may include:

  • Text messages

  • Automated or prerecorded voice messages

  • Calls using auto-dialing systems

Message and data rates may apply. You may opt out at any time by replying STOP, or get help by replying HELP.

We do not send sales or telemarketing messages unless you have explicitly opted in.

4. How We Share Your Information

We value your privacy and do not sell or rent your personal information. However, we may share your information under the following circumstances:

  • With trusted service providers who perform services on our behalf (e.g., web hosting, CRM systems), subject to strict confidentiality obligations

  • As required by law, regulation, subpoena, or legal process

  • To protect our rights, property, or safety, or that of our clients and others

  • In connection with a business transfer, such as a merger, acquisition, or sale of assets

All third-party providers we work with are required to maintain the confidentiality and security of your information.

5. Cookies and Tracking Technologies

We use cookies, web beacons, and similar technologies to:

  • Remember your preferences

  • Track user engagement

  • Analyze website traffic

  • Improve overall site performance

You can adjust your browser settings to refuse cookies or alert you when cookies are being sent. However, disabling cookies may affect certain site functionalities.

6. Data Security

We implement industry-standard security measures to protect your information, including:

  • Secure socket layer (SSL) encryption

  • Firewalls and intrusion detection systems

  • Restricted access to personal data

  • Regular audits and security updates

Despite our efforts, no method of transmission over the internet is 100% secure. We encourage you to exercise caution when submitting sensitive information.

7. Data Retention

We retain your personal information only as long as necessary to:

  • Fulfill the purposes for which it was collected

  • Comply with legal and regulatory obligations

  • Resolve disputes and enforce our agreements

When no longer needed, we securely delete or anonymize the data.

8. Your Privacy Rights

Depending on your location, you may have specific rights regarding your personal data, including:

  • The right to access or correct your personal information

  • The right to request deletion of your data

  • The right to restrict or object to certain processing

  • The right to data portability

  • The right to withdraw consent (where applicable)

To exercise any of these rights, please contact us using the details provided below.

9. Third-Party Websites

Our website may include links to external websites that are not operated by Palladium Wealth. We are not responsible for the content, privacy practices, or security of those websites. Please review their policies before providing any personal information.

10. Children’s Privacy

Our services are intended for individuals age 18 and over. We do not knowingly collect personal information from children under 18. If we become aware of such collection, we will delete the data promptly.

11. Changes to This Policy

We reserve the right to update this Privacy Policy at any time. Any changes will be posted on this page with an updated effective date. We encourage you to review this page periodically to stay informed.

12. Contact Us

If you have any questions, concerns, or requests regarding this Privacy Policy or your personal information, please contact us:

Palladium Wealth
Phone: 786-432-9015
Hours: Monday–Friday 8:00 AM – 6:00 PM, Saturday 8:00 AM – 3:00 PM
Closed on Sundays

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