Privacy Policy
Your privacy and data security are fundamental to how we operate.
Last Updated: February 2026
Our Commitment to Your Privacy
At Trevoxa Wealth, we understand that your financial information is among your most sensitive personal data. This Privacy Policy explains how we collect, use, protect, and share your information when you use our services.
We never sell your personal information.
Your data is shared only with your explicit consent or as required to deliver our services.
Information We Collect
Information You Provide
- Contact Information: Name, email address, phone number, mailing address
- Financial Information: Income, assets, liabilities, insurance coverage, investment details
- Professional Information: Employment status, business ownership details
- Preferences: Communication preferences and financial goals
Information We Collect Automatically
- Usage Data: Pages visited and navigation patterns
- Device Information: Browser type, operating system, IP address
- Cookies: Session cookies and analytics cookies
How We Use Your Information
- Service Delivery: Match you with appropriate fiduciary advisors
- Communication: Send updates and service notifications
- Platform Improvement: Enhance user experience
- Compliance: Meet legal and regulatory requirements
- Security: Detect and prevent fraud or unauthorized access
Data Security
We implement industry-standard security measures including encryption, access controls, regular audits, and staff confidentiality training.
Your Rights
- Access: Request a copy of your information
- Correction: Update inaccurate data
- Deletion: Request deletion subject to legal requirements
- Portability: Receive data in machine-readable format
- Opt-Out: Unsubscribe from marketing communications
Contact Us
Privacy Officer
Trevoxa Wealth
Email: [email protected]
Phone: 1-888-TREVOXA
We respond within 30 days.
Questions About Your Privacy?
We are committed to transparency and protecting your information.
Contact Us