Privacy Policy

Last updated: October 2023

At Evergreen Capital, we take the privacy of your financial and personal data seriously. This Privacy Policy outlines how we collect, use, and protect the information of our clients and website visitors.

Information Collection

We collect information you provide directly to us via contact forms, holistic portfolio audits, and ongoing advisory consultations. This may include personal identifiers, financial history, and family estate details.

Data Usage

Your data is used exclusively to provide wealth management services, process Morningstar Direct audits, and communicate important updates regarding your portfolio. We do not sell your personal data to third parties.

Security

We implement robust, industry-standard security measures to protect your data from unauthorized access.

For questions regarding this policy, please contact us at info@emailsendercart.com.