Privacy policy

Draft placeholder: final text to be prepared and approved by counsel before launch.

Information we collect

When you contact us, request a valuation or upload documents, we collect the information you provide, such as your name, email, phone number and details about your business.

How we use it

• To respond to your inquiry and prepare a proposal
• To perform the valuation engagement you request
• To meet legal and professional record-keeping obligations

How we protect it

Documents are exchanged through encrypted channels and access is limited to the people working on your engagement. We do not sell your information.

Your choices

You may ask us to access, correct or delete your personal information, subject to our legal obligations. [Add state-specific rights as required.]

Contact

Dumur Wealth, Inc. · [Street address], [City, State ZIP] · [Email]