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Privacy Policy

Last updated: May 2026

Olympus Wealth Management LLC ("Olympus," "we," "us," or "our") is committed to protecting the privacy and security of your personal information. This Privacy Policy describes how we collect, use, share, and protect information about visitors to our website and prospective and current clients.

Information We Collect

We collect information you provide directly to us, including:

  • Contact information (name, email address, phone number, mailing address)
  • Financial information you share with us in connection with our services
  • Information submitted through forms on our website
  • Communications between you and Olympus

We also automatically collect certain information when you visit our website, including IP address, browser type, pages visited, and time spent on the site.

How We Use Your Information

We use the information we collect to:

  • Respond to your inquiries and provide our services
  • Communicate with you about our services, events, and insights
  • Comply with applicable legal and regulatory requirements
  • Improve our website and services
  • Prevent fraud and protect our clients

Sharing of Information

We do not sell your personal information. We may share your information with:

  • Service providers who assist us in operating our business (subject to confidentiality obligations)
  • Regulatory and legal authorities as required by law
  • Custodians, attorneys, accountants, and other professionals in connection with your financial plan

Data Security

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. However, no method of transmission over the internet or electronic storage is 100% secure.

Your Rights

Depending on your location, you may have certain rights regarding your personal information, including the right to access, correct, or delete your information. To exercise these rights, please contact us at Joshlontoc@gmail.com.

Cookies

Our website uses cookies to enhance your experience. You may disable cookies in your browser settings, though this may affect certain functionality.

Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of material changes by posting the updated policy on our website with a new effective date.

Contact

For questions about this Privacy Policy, please contact us at Joshlontoc@gmail.com or call (216) 346-6996.

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© 2026 Olympus Wealth Management. All rights reserved. Founded by Joshua Lontoc.

Olympus Wealth Management is a registered investment adviser. Registration does not imply a certain level of skill or training.