Privacy Policy
Consilio Wealth Advisors, LLC ("CWA") is committed to safeguarding the use of personal information of our Clients (also referred to as “you” and “your”) that we obtain as your Investment Advisor, as described in our Privacy Policy.
CWA does not collect personal non-public information through this website; however, the Advisor may collect information from you on application forms, agreements, profile or investment policy statements, and other documents received or processed in relation to services we provide. We also may collect information from other sources.
We do not respond to "do not track" requests because we do not track you over time or across third party websites to provide targeted advertising. We may track you across our website to help us improve our content.
We may use "cookies" and similar online technologies to keep, and sometimes track, information about you regarding your usage of our website. Cookies are small data files that are sent to your browser or related software from a Web server and stored on your device. Cookies help us to collect information about your usage of our website, including date and time of visits, pages viewed, amount of time spent on our sites, or general information about the device used to access the site, such as the browser used. You can refuse to store or delete cookies by configuring your web browser settings. Most browsers and mobile devices have their own settings to manage cookies. If you refuse a cookie when on our website, or if you delete cookies, you may experience some inconvenience in your use of our website, such as having to re-configure preferences.
When you are on this website you may have the opportunity to click-through to other websites, including websites operated by unaffiliated third parties. These sites may collect nonpublic personal Information about you. We do not control sites operated by these entities and are not responsible for the information practices of these sites. This Privacy Policy does not address the information practices of other websites. The privacy policies of websites operated third parties are located on those sites.
For a copy of the CWA Privacy Policy, please click here.
Email Disclosures
Consilio Wealth Advisors, LLC often communicates with its clients and prospective clients through electronic mail (“email”) and other electronic means. Your privacy and security are very important to us. CWA makes every effort to ensure that email communications do not contain sensitive information. We remind our clients and others not to send CWA private information over email. If you have sensitive data to deliver, we can provide secure means for such delivery.
Please note: CWA does not accept trading or money movement instructions via email.
As a registered investment advisor, CWA emails may be subject to inspection by the Chief Compliance Officer (“CCO”) of CWA or the securities regulators.
If you have received an email from CWA in error, we ask that you contact the sender and destroy the email and its contents.
If you have any questions regarding our email policies, please Contact Us.
Social Websites
Consilio Wealth Advisors, LLC may utilize third-party websites, including social media websites, blogs and other interactive content. CWA considers all interactions with clients, prospective clients and the general public on these sites to be advertisements under the securities regulations. As such, CWA generally retains copies of information that CWA or third-parties may contribute to such sites. This information is subject to review and inspection by the CCO of CWA or the securities regulators.
Information provided on these sites is for informational and/or educational purposes only and is not, in any way, to be considered investment advice nor a recommendation of any investment product. Advice may only be provided by CWA’s advisory persons after entering into an advisory agreement and provided CWA with all requested background and account information.
If you have any questions regarding our policies, please Contact Us.