Privacy Policy

Last updated: June 24, 2026

This Privacy Policy describes how Covian Wealth Management, LLC ("Covian," "we," "us," or "our") collects, uses, and protects information when you use our website and platform (collectively, the "Service").

1. Information We Collect

We collect information you provide directly to us and information generated automatically when you use the Service:

• Account & contact information — such as your name and email address when you subscribe, contact us, or sign up for our newsletter.
• Payment information — processed securely by our third-party payment processor (Stripe). We do not store your full card details on our servers.
• Usage data — such as pages visited, features used, device and browser type, and approximate location derived from your IP address.
• Cookies and similar technologies — used to keep you signed in and to understand how the Service is used.

2. How We Use Your Information

We use the information we collect to:

• Provide, maintain, and improve the Service;
• Process subscriptions and payments and grant access to paid features;
• Send transactional messages such as sign-in links, receipts, and service updates;
• Respond to your inquiries and provide customer support;
• Send newsletters or marketing communications, where you have opted in (you may opt out at any time);
• Detect, prevent, and address fraud, abuse, and security issues; and
• Comply with legal obligations.

3. How We Share Information

We do not sell your personal information. We share information only as needed with:

• Service providers who perform functions on our behalf (e.g., payment processing, email delivery, hosting, and analytics);
• Legal and safety recipients when required by law or to protect our rights, users, or the public; and
• Business transfers, such as in connection with a merger, acquisition, or sale of assets.

4. Data Security

We use reasonable administrative, technical, and physical safeguards designed to protect your information. However, no method of transmission or storage is completely secure, and we cannot guarantee absolute security.

5. Data Retention

We retain personal information for as long as necessary to provide the Service and for legitimate business or legal purposes. When information is no longer needed, we take reasonable steps to delete or anonymize it.

6. Your Rights and Choices

Depending on your location, you may have the right to access, correct, delete, or restrict the use of your personal information, and to opt out of marketing communications. To exercise these rights, contact us using the details below.

7. Third-Party Links

The Service may contain links to third-party websites. We are not responsible for the privacy practices of those sites and encourage you to review their policies.

8. Children's Privacy

The Service is not directed to individuals under the age of 18, and we do not knowingly collect personal information from children.

9. Changes to This Policy

We may update this Privacy Policy from time to time. When we do, we will revise the "Last updated" date above. Your continued use of the Service after changes become effective constitutes acceptance of the revised policy.

10. Contact Us

If you have questions about this Privacy Policy, contact us at [email protected].