Privacy Policy

Souza Wealth Management ("we," "us") respects your privacy. This policy describes how we collect, use, and safeguard the personal information you share with us through this site and through our advisory engagements.

Information we collect

We collect information you voluntarily provide when contacting us, scheduling a meeting, or engaging our services. This may include name, email, phone, and financial information necessary to provide advice.

How we use information

We use information solely to deliver and improve our advisory services, communicate with you, and meet regulatory obligations. We do not sell client information.

Security

We maintain administrative, technical, and physical safeguards designed to protect personal information.

Contact

Questions about this policy can be directed to asouza@intellivisorfo.com.