Privacy Policy

We take your privacy seriously.

Information Collection
Information collected online is often defined as being either anonymous or personally identifiable:

“Anonymous Information” refers to information that cannot be tied back to a specific individual. For instance, we may know that 10,000 people visit this Privacy Policy today, but we do not necessarily know their names, where they live, or their date of birth.

“Personally Identifiable Information” or “PII” refers to information that tells us specifically who you are, such as your name, phone number, or postal address.

What Personally Identifiable Information of yours is collected
We collect Personally Identifiable Information from this site in our various “Contact Us” forms. You choose to disclose to us your name, address, telephone number, and email address in order to send a resume. In addition, we will collect any information that may be contained within a document that you upload to us.

What Anonymous Information is collected
When you surf the Internet, your Internet browser (such as Microsoft Internet Explorer or Mozilla Firefox) automatically transmits some information to us every time you access content on our site. Examples of such information include the URL of the Web page you were just on (known as the “Refer”), the IP (or Internet Protocol) address of the computer you are using, or the browser version you are using to access our site. All of this information may be collected by us and used to help improve our site and our offerings to you.

With whom the information may be shared
Davis Wealth Management does not disclose your personally identifiable information to any third party without first providing you with an opportunity to opt-out. In the event that all or substantially all of Davis Wealth Management’s stock and/or assets are transferred or sold to another entity, Davis Wealth Management may transfer personally identifiable information to the acquiring entity. If, as a result of such a business transition, your personally identifiable information will be used in a materially different manner, you will be given a choice consistent with our policy regarding notification of changes.

Davis Wealth Management may disclose your personally identifiable information if we believe in good faith that we are required to do so in order to comply with applicable law, a subpoena, or other legal processes.

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