Your Trusted Partner In Wealth Creation And Financial Growth

1. Acceptance of Terms
By accessing and using Aurelian Wealth's website and services, you agree to be bound by these Terms & Conditions and all applicable laws and regulations.

2. Services Description
Aurelian Wealth provides financial advisory, loan origination, insurance brokerage, and investment management services. All services are subject to individual client agreements and eligibility criteria.

3. User Obligations
You agree to provide accurate, current, and complete information when using our services. You are responsible for maintaining the confidentiality of your account credentials.

4. Fees and Payments
Fees for financial planning, investment management, and other services are disclosed prior to engagement. Loan and insurance products may have associated costs disclosed in separate agreements.

5. Intellectual Property
All content, trademarks, logos, and materials on this website are owned by Aurelian Wealth and protected by US and international copyright laws.

6. Limitation of Liability
To the fullest extent permitted by law, Aurelian Wealth shall not be liable for any indirect, incidental, or consequential damages arising from the use of our services.

7. Governing Law
These Terms shall be governed by and construed in accordance with the laws of the State of USA, without regard to conflict of law principles.

8. Dispute Resolution
Any disputes arising from these Terms shall first be attempted to be resolved through binding arbitration in USA.

9. Modifications
Aurelian Wealth reserves the right to modify these Terms at any time. Continued use of services constitutes acceptance of updated Terms.

10. Contact Information
For questions about these Terms, contact us at legal@aurelianwealth.com or +1 903-623-3557.

Last updated: January 1, 2026

1. Information We Collect
We collect personal information such as your name, email address, phone number, Social Security number, financial information, and transactional data when you use our services or fill out forms.

2. How We Use Your Information
Your data is used to provide financial services, process applications, improve our offerings, comply with legal obligations, and communicate with you about relevant products.

3. Cookies & Tracking Technologies
We use cookies, pixels, and similar technologies to enhance user experience, analyze trends, and serve personalized content. You may control cookie settings via your browser.

4. Data Sharing & Third Parties
We do not sell your personal data. We may share information with trusted partners (credit bureaus, payment processors, regulatory bodies) strictly for service delivery and compliance.

5. Data Security
We implement industry-standard encryption, firewalls, and access controls to protect your data. However, no method of transmission over the internet is 100% secure.

6. Your Privacy Rights
Depending on your state of residence (e.g., California, Virginia, Colorado), you may have rights to access, correct, delete, or opt-out of the sale of your data. To exercise these rights, contact privacy@aurelianwealth.com.

7. Retention of Data
We retain personal information for as long as necessary to fulfill the purposes outlined in this policy, or as required by law (typically 7 years for financial records).

8. Children's Privacy
Our services are not directed to individuals under 18. We do not knowingly collect data from minors.

9. International Data Transfers
Your information may be transferred to and processed in the United States, where our data centers are located.

10. Changes to This Policy
We may update this Privacy Policy periodically. Material changes will be notified via email or website notice.

11. Contact Us
For privacy-related inquiries, write to: Aurelian Wealth, Attn: Privacy Officer, 2734 Thrash Trail Windom, TX 75492, or email privacy@aurelianwealth.com.

Effective date: January 1, 2026