Website privacy

A clear first conversation starts with clear boundaries.

Aegis Wealth Group, LLC operates this website and receives its inquiries. This notice describes the information collected through the website; an engagement with a provider is governed by that provider’s separate agreements and applicable privacy notices.

Effective October 15, 2026

What the inquiry form collects

Your name, preferred email address or phone number, professional role, area of interest, requested provider, contact instructions, and message. Firm name is optional. The submission also records a reference number, submission time, consent, and handling status.

Please do not include client identities, Social Security numbers, account numbers, holdings, passwords, or confidential client or book-of-business records. The form does not accept uploads.

How your inquiry is used

Roy Jones at Aegis Wealth Group, LLC initially reviews your inquiry to understand your needs, identify an appropriate provider, and respond using your stated contact preferences. Your inquiry is not automatically distributed to every affiliate or your current firm. Any additional sharing for an engagement is addressed with you and the relevant provider.

Storage and access

Inquiries are stored in the website’s database. The inquiry inbox requires sign-in and is restricted to the authorized reviewer. The site uses ChatGPT Sites and its infrastructure providers for hosting, storage, security, and reviewer sign-in. These services may process technical information needed to deliver and protect the website.

A receipt confirms that the inquiry was saved; it is not an email-delivery confirmation or an appointment. Your preferred method, timing, and voicemail instructions accompany the record.

Cookies and external services

Hosting, security, and sign-in services may use necessary cookies and technical logs. No advertising, session-replay, or third-party analytics service has been added to this website. Fonts load from Google Fonts, and links to other companies and regulatory resources lead to sites with their own privacy practices.

Retention and requests

Inquiry records are retained to handle your request, document communications, and meet applicable business and recordkeeping obligations. Records are not automatically deleted when an inquiry is marked closed. You may request access, correction, deletion, or a change in contact preferences through the contact form, addressed to Roy Jones. Applicable legal obligations may require continued retention.