Palatino Wealth Advisors - Privacy Policy

​Your privacy matters to us. This Privacy Policy describes how Palatino Wealth Advisors LLC (“Palatino,” “we,” “us,” or “our”) collects, uses, and protects information when you visit www.palatinowealth.com or interact with our materials.

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1. Information We Collect​

We may collect the following types of information:

• Personal Information: name, email address, phone number, and other contact details you voluntarily provide (e.g., newsletter sign-up or contact form).

• Automatically Collected Data: browser type, IP address, device information, and pages visited (via analytics tools like Google Analytics).

• Cookies: small files placed on your device to enhance your browsing experience.

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We do not collect sensitive financial data (e.g., account numbers, Social Security numbers) through this Site.

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2. How We Use Your Information

We use collected data to:

• Respond to inquiries and provide requested information.

• Send newsletters or educational updates (only with your consent).

• Improve our website and user experience.

• Comply with applicable laws and regulations.

We do not sell, rent, or trade your personal information to third parties.​

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3. How We Share Your Information​​

We do not sell your data. However, we may share information with:

• Service Providers: These are for payment processing, identity verification, and compliance checks.

• Regulatory Authorities: To comply with financial regulations and legal requirements.

• Investment Partners: When you engage with asset managers and financial advisors.

• Technology Providers: To enhance security, fraud prevention, and AI analytics.

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4. Data Sharing and Service Providers​

We may share limited data with trusted service providers (e.g., email marketing or web hosting partners) who help us operate the Site. These providers are contractually bound to protect your information and may not use it for any other purpose.

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5. Data Retention​

We retain personal information only for as long as necessary to fulfill the purposes outlined in this policy or as required by law. You can request deletion of your information at any time by contacting us.

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6. Your Rights (California Residents)​

Under the California Consumer Privacy Act (CCPA) and California Privacy Rights Act (CPRA), you have the right to:

• Request access to the personal information we hold about you.

• Request deletion of your personal information.

• Opt out of data sharing for marketing purposes.

• Receive equal service regardless of exercising privacy rights.

To exercise these rights, contact us at privacy@palatinowealth.com.​

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7. Security​

We implement reasonable technical and organizational safeguards to protect your information from unauthorized access or disclosure. However, no system is completely secure, and we cannot guarantee absolute security.

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8. Children’s Privacy​

Our Site is not directed to children under the age of 18, and we do not knowingly collect personal information from them.

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9. Changes to This policy​

We may update this Privacy Policy periodically. The effective date at the top reflects the latest version. Continued use of the Site signifies your acceptance of any changes.

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10. Contact Us

For privacy-related questions, please contact:
📧 privacy@palatinowealth.com
📍 Palatino Wealth Advisors LLC, San Francisco, CA 94104

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