Privacy Policy for Website Visitors

Sojourn Wealth Advisory uses information you may provide in order to improve your experience, the experience of others, marketing purposes towards you, and those like you.  This information may include but not be limited to contact information, device, location, cookies, social media, demographics, interests, and interactions.  Sojourn Wealth Advisory does not sell your personal information.

Privacy Policy for Clients 

Client confidentiality and privacy are extremely important to us.  Financial companies choose how they share your personal information.  Federal law gives consumers the right to limit some but not all sharing.  Federal law also requires us to tell you how we collect, share, and protect your personal information.  Please read this notice carefully to understand what we do. 

Click here to view the complete Privacy Policy for Clients.

Policy Changes

We reserve the right to amend this privacy policy at any time with or without notice. However, please be assured that if the privacy policy changes in the future, we will not use the personal information you have submitted to us under this privacy policy in a manner that is materially inconsistent with this privacy policy, without your prior consent.

We are committed to conducting our business in accordance with these principles in order to ensure that the confidentiality of personal information is protected and maintained.