Privacy Policy

Effective Date: 05-16-2025

Patrons Capital Inc. (“Company,” “we,” “our,” or “us”) is committed to protecting your privacy and handling personal information responsibly.

Information We Collect

We may collect information voluntarily provided by you, including:

• Name
• Email address
• Phone number
• Intake or screening information
• Business-related information
• Payment information (processed securely by third-party processors)

We do not store or directly process payment card or banking information.

How We Use Information

Information collected may be used to:

• Conduct wealth strategy screenings
• Provide consulting and referral services
• Communicate service updates and confirmations
• Respond to inquiries and support requests
• Improve our services and website functionality

Information Sharing

We do not sell or rent personal information.
Information may be shared only with trusted service providers necessary to deliver services (e.g., payment processors, scheduling platforms, communication tools).

Data Security

We maintain reasonable administrative and technical safeguards to protect personal information.

Contact

For privacy-related questions, contact:
info@patronscapitalinc.com