Privacy Policy
Effective Date: August 20th, 2025
At Davis Capital Wealth, your privacy is important to us. This Privacy Policy explains how we collect, use, and protect your personal information when you use our website and services.
1. Information We Collect
We may collect the following types of information when you interact with our website or services:
Personal Information: Name, email address, phone number, mailing address, and other details you provide when filling out forms or contacting us.
Financial Information: Limited financial details when necessary to provide services, such as for retirement planning, mortgage protection, or insurance solutions.
Website Usage Data: Information about how you use our site, such as IP address, browser type, pages visited, and time spent on the site.
2. How We Use Your Information
We use the information we collect to:
Provide and personalize financial services.
Respond to inquiries and requests.
Send relevant updates, resources, or service information (you may opt out anytime).
Improve our website and services.
Comply with legal and regulatory requirements.
3. How We Protect Your Information
We implement security measures to protect your personal information from unauthorized access, alteration, or disclosure. While we take precautions to safeguard your data, no system is 100% secure.
4. Sharing of Information
We do not sell, rent, or trade your personal information. We may share information only in the following cases:
With trusted financial partners or carriers necessary to deliver requested services.
With service providers who help us operate our website or business.
When required by law, regulation, or legal process.
5. Cookies and Tracking
Our website may use cookies or similar tracking technologies to enhance your browsing experience and analyze website traffic. You can adjust your browser settings to refuse cookies, but some features may not function properly.
6. Your Rights
You have the right to:
Access, update, or request deletion of your personal information.
Opt out of marketing communications.
Request details on how your information is used and shared.
To exercise these rights, contact us using the information below.
7. Third-Party Links
Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those sites.
8. Changes to This Policy
We may update this Privacy Policy from time to time. Any updates will be posted on this page with the revised effective date.
9. Contact Us
If you have questions or concerns about this Privacy Policy, please contact us:
Davis Capital Wealth
📍 Ventura County, CA (The Valley)
📧 Email: ruben@tfainsuranceadvisors.com
📞 Phone: +1 (818) 381-6770
