Privacy Policy
Last Updated: August 24, 2026
At FORTUNA FINANCIAL Advisory ("we," "our," or "us"), we are committed to protecting the privacy and security of the personal and financial information of our clients, partners, and website visitors. This Privacy Policy outlines how we collect, use, disclose, and safeguard your information.
1. Information We Collect
We may collect information about you in various ways, including:
- Personal Identification Information: Name, email address, phone number, and physical address when you use our contact forms or communicate with us directly.
- Financial Information: Details required for wealth management, consulting, and private equity services, collected securely and only when establishing a client relationship.
- Automatically Collected Information: IP addresses, browser types, and interaction metrics on our website, primarily gathered through cookies to improve user experience.
2. How We Use Your Information
The information we collect is used to:
- Provide, operate, and maintain our advisory and wealth management services.
- Respond to your inquiries, schedule consultations, and provide customer support.
- Analyze website usage to optimize our digital presence and services.
- Send administrative information, such as updates to our terms, services, or policies.
3. Disclosure of Your Information
We hold your privacy in the highest regard. We do not sell your personal information. We may share information with:
- Trusted Third-Party Service Providers: Such as IT and secure data hosting services, under strict confidentiality agreements, to help us operate our business.
- Legal Obligations: If required to do so by law, in response to a subpoena, or to comply with regulatory authorities.
4. Data Security
We use administrative, technical, and physical security measures to help protect your personal information. While we have taken reasonable steps to secure the personal information you provide to us, please be aware that despite our efforts, no security measures are perfect or impenetrable.
5. Your Rights
Depending on your jurisdiction, you may have the right to request access to the personal data we hold about you, to request that we correct any inaccuracies, or to request the deletion of your personal data.
6. Contact Us
If you have questions or comments about this Privacy Policy, please contact us at:
FORTUNA FINANCIAL Advisory
Tel: (813) 810-6895
Hours: Monday to Friday 8am to 6pm
Email: Fortunafinancialstrategies@gmail.com