Privacy Policy

Aegis Wealth Partners, LLC ("AWP," "we," "us," or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or engage with our services.

Information We Collect

We may collect information you provide directly to us, including:

• Name, email address, phone number, and business information submitted through our contact forms or intake questionnaire
• Financial information you share during the course of an advisory engagement
• Communications you send to us

We may also collect certain information automatically when you visit our website, including IP address, browser type, pages visited, and time spent on pages, through standard web analytics tools.

How We Use Your Information

We use the information we collect to:

• Respond to inquiries and provide the services you request
• Conduct the ALIGN™ Diagnostic and related advisory engagements
• Communicate with you about your engagement and relevant updates
• Comply with legal and regulatory obligations as a Registered Investment Advisor
• Improve our website and services

Information Sharing

We do not sell, trade, or rent your personal information to third parties. We may share your information with:

• Service providers who assist in operating our business (such as technology platforms used in advisory delivery), subject to confidentiality obligations
• Regulatory authorities as required by law or our obligations as a Registered Investment Advisor
• Professional advisors (CPAs, attorneys) as part of a coordinated advisory engagement, with your knowledge and consent

Data Security

We implement reasonable administrative, technical, and physical safeguards to protect your information. However, no method of transmission over the internet or electronic storage is completely secure.

Your Choices

You may contact us at any time to request access to, correction of, or deletion of personal information we hold about you, subject to our legal and regulatory retention obligations.

Contact Us

If you have questions about this Privacy Policy or our privacy practices, please contact us at:

Aegis Wealth Partners, LLC
3420 E Shea Blvd, Suite 200
Phoenix, AZ 85028
dschiller@aegiswealth.net
(480) 605-1965