Privacy Policy

Aksala Wealth Advisors

Effective Date: March 9, 2026
Last Updated: March 9, 2026

Aksala Wealth Advisors (“Company,” “we,” “us,” or “our”) respects your privacy and is committed to
protecting the personal information you share with us. This Privacy Policy describes how we collect,
use, and safeguard your information when you visit our website, communicate with us, or use our
services.

1. Information We Collect
We may collect personal information that you voluntarily provide when you fill out contact forms,
schedule consultations, subscribe to communications, or communicate with us.

This may include:
• Full name
• Email address
• Phone number
• Business or employer name
• Appointment details
• Inquiry information

2. Automatically Collected Information
When visiting our website we may collect:
• IP address
• Browser type
• Device type
• Pages visited
• Approximate geographic location

3. Cookies
We may use cookies and similar technologies to improve website functionality, analyze traffic, and
enhance user experience.

4. How We Use Information
We may use your information to:
• Respond to inquiries
• Schedule consultations
• Provide educational resources
• Improve website performance
• Maintain security and prevent fraud
We do not sell personal information.

5. Email Communications
We may send transactional communications or marketing emails where permitted by law. Marketing
emails always include an unsubscribe option.

6. SMS / Text Messaging
If you provide your phone number and consent, Aksala Wealth Advisors may send SMS messages
regarding appointments, service updates, or informational communications.
Message frequency may vary. Message and data rates may apply.
Reply STOP to opt out or HELP for assistance.
Consent to receive SMS messages is not a condition of purchase.

7. Mobile Information Privacy
Mobile phone numbers, SMS consent, and related information will never be shared with third parties for
marketing purposes.

8. Data Security
We implement reasonable safeguards to protect personal information.

9. Children's Privacy
Our services are not intended for children under 13.

10. Website Disclaimer
Information on this website is for informational purposes only and does not constitute financial advice. A
client relationship is established only through a written advisory agreement.

Contact Information
Aksala Wealth Advisors
Email: info@aksalawealth.com
Phone: 941-500-5122
Website: https://aksalawealth.com