Privacy Policy

Effective Date: July 23, 2025

At Levanti Wealth, we are committed to safeguarding your personal information and your right to privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or engage with us online.

By accessing our website or submitting your information, you agree to the terms of this Privacy Policy. If you do not agree with our practices, please do not use our services.

1. Information We Collect

We may collect the following categories of information:

Personal Information:

• Full name, phone number, email address, physical address
• Demographic details (e.g., age, gender, zip code)
• Employment or financial information (when submitted voluntarily)

Usage Data:

• IP address, browser type, operating system
• Pages viewed, time spent on pages, and links clicked
• Device information, including geolocation (if enabled)

Sensitive Information:

• In some cases, financial or health-related data may be provided voluntarily. If so, you consent to our use as described here.

2. How We Collect Information

We collect information in the following ways:

• Directly from you: When you fill out a form, sign up for communications, schedule a consultation, or interact with us.
• Automatically: Through cookies, analytics tools, and similar technologies.
• From third parties: Our service providers or business partners may provide us with information to help improve our services or prevent fraud.

3. Use of Your Information

We use your information to:

• Provide and personalize our financial planning and advisory services
• Communicate with you regarding your inquiries or our offerings
• Conduct data analysis and improve website functionality
• Protect against fraud or security threats
• Comply with legal or regulatory obligations

We may also use aggregated or anonymized data for analytics or research purposes.

4. Sharing Your Information

We do not sell your personal information. We may share your information in the following ways:

• With service providers: For tasks such as data hosting, analytics, marketing, or IT support—under strict confidentiality agreements.
• With your consent: If you authorize us to share your information for specific purposes.
• Legal requirements: When necessary to comply with legal obligations or enforce our terms.
• Business transfers: If Levanti Wealth undergoes a merger, acquisition, or sale.

5. Cookies & Tracking Technologies

Our website uses cookies and similar technologies to enhance user experience and collect usage data. You may control cookie preferences through your browser settings. Blocking cookies may impact your access to some features.

Learn more at www.allaboutcookies.org.

6. Data Security & Retention

We use industry-standard safeguards, including SSL encryption, access controls, and routine security reviews, to protect your information.

Your data is retained only as long as needed to fulfill the purposes described, comply with legal obligations, resolve disputes, or enforce our agreements.

7. Your Rights

Depending on your location, you may have rights to:

• Access the personal information we hold about you
• Correct or update your information
• Request deletion of your data
• Withdraw consent or object to processing
• Lodge a complaint with a data protection authority
• To exercise these rights, please contact us at hello@levantiwealth.com

8. Children’s Privacy

Levanti Wealth’s services and website are not directed to children under 13. We do not knowingly collect data from children. If we become aware of such data collection, we will delete it promptly.

9. Third-Party Links

Our website may link to third-party websites. We are not responsible for their privacy practices and encourage you to review their privacy policies before providing information.

10. Policy Updates

This Privacy Policy may be updated periodically. The latest version will always be available on our website, and material changes will be communicated in advance when required.

11. Contact Us

For any questions about this Privacy Policy or your personal information, please contact:

Levanti Wealth

197 S Federal Hwy, Suite 200

Boca Raton, FL 33432
954-271-7888
hello@levantiwealth.com