Privacy Policy

Effective Date: February 18, 2026
Last Updated: February 18, 2026

Sovereign Wealth Office (“Company,” “we,” “us,” or “our”) respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website (the “Site”). By accessing or using our Site, you agree to the terms outlined below.

We may collect personal information that you voluntarily provide to us when you complete contact forms, request information, or otherwise communicate with us. This information may include your name, email address, phone number, mailing address, and any details related to financial or investment inquiries. In addition, we may automatically collect certain information when you access our Site, including your IP address, browser type, device information, pages visited, time spent on the Site, and referring website addresses.

Our website may use cookies and similar tracking technologies to enhance user experience, analyze website traffic, improve functionality, and support internal analytics and marketing efforts. You may choose to disable cookies through your browser settings; however, doing so may affect certain features of the Site.

We use the information we collect to respond to inquiries, provide requested services, improve our website and service offerings, communicate with you (if you opt in), maintain the security of our systems, prevent fraud, and comply with applicable legal and regulatory obligations. Sovereign Wealth Office does not sell personal information.

We may share your information with trusted third-party service providers who assist in operating our website, conducting our business, or servicing you, including hosting providers, analytics services, and professional advisors such as legal or accounting firms. These third parties are obligated to protect your information and use it only for authorized purposes. We may also disclose information if required by law or in response to valid legal processes.

We retain personal information only for as long as necessary to fulfill the purposes described in this Privacy Policy, comply with legal obligations, resolve disputes, and enforce our agreements.

We implement appropriate technical and organizational safeguards designed to protect your personal information, including secure hosting environments, access controls, and reasonable security monitoring practices. While we strive to protect your data, no method of electronic transmission or storage is completely secure.

Depending on your jurisdiction, you may have certain rights regarding your personal information, including the right to access, correct, delete, or restrict processing of your data, as well as the right to withdraw consent where applicable. To exercise any of these rights, please contact us using the information below.

Our Site may contain links to third-party websites. Sovereign Wealth Office is not responsible for the privacy practices or content of those external sites. Additionally, our services are not directed to individuals under the age of 18, and we do not knowingly collect personal information from minors.

If you access our Site from outside of the United States, please be aware that your information may be transferred to and processed in jurisdictions with different data protection laws than those in your country of residence.

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

If you have any questions regarding this Privacy Policy or our data practices, please contact:

Sovereign Wealth Office, LLC
Email: dalton@sovereignwealthoffice.com