Privacy Policy.
How the firm intends to approach the privacy of the information you share — described here in a working outline.
A Non-Final Outline Only.
The headings below illustrate the general topics an approved Privacy Notice may address. They are a neutral working structure, not legal language, and they are not the firm's final privacy terms.
Plain-language summaries are shown to convey intent only. The approved Privacy Notice will be drafted, reviewed and supplied before publication, and it will govern in place of anything on this preview page.
Topics This Notice May Cover.
Information We May Collect
A future notice may describe categories of information shared through inquiries, conversations and any future client onboarding — for example contact details, state of residence and information provided voluntarily. Specific categories are not yet defined.
How Information May Be Used
It may explain general purposes such as responding to inquiries, providing requested educational resources, and, where a relationship is established, supporting fiduciary wealth planning and investment management. Final purposes are pending.
Your Choices
It may outline choices regarding communications — including how inquiry, marketing-email and SMS preferences are kept separate — and how to update or withdraw consent. The specific mechanisms are not yet finalized.
Contact
It may provide a way to reach the firm with privacy questions. Approved contact details will be supplied with the final notice.
Please Read Before Relying on This Page.
This is an unfinished preview placeholder, not a privacy policy. Nothing here is legal language or a binding statement of the firm's privacy practices. The approved Privacy Notice will be supplied and reviewed before publication and will govern. Ducat Private Wealth is a fee-based fiduciary firm registered with the Florida Office of Financial Regulation; advisory services are offered only where the firm is properly registered or otherwise permitted under applicable law. This page is educational only and is not individualized investment, legal or tax advice. The firm is not affiliated with or endorsed by any university, athletic department, league, team or entertainment company unless expressly stated through an approved written arrangement.