Privacy Policy

Last Updated: October 12, 2023

At Aurelius Wealth Counsel, the confidentiality and protection of our clients' information is our paramount concern. This Privacy Policy details how we collect, utilize, and safeguard your personal and financial data.

1. Information Collection

We collect nonpublic personal information about you from the forms you submit to us, your transactions with us, and from consumer reporting agencies where strictly necessary for wealth architecture purposes.

2. Information Security

We maintain physical, electronic, and procedural safeguards that comply with federal standards to guard your nonpublic personal information. Access to this information is restricted strictly to employees who require it to provide services to you.

3. Disclosure Policy

We do not disclose any nonpublic personal information about our customers or former customers to anyone, except as permitted or required by law, or as explicitly authorized by you to facilitate the implementation of your estate and tax strategies.