Privacy Policy and SMS Terms 

This Privacy Policy describes how Viceroy Wealth Advisors (“Viceroy”) collects, uses, and protects personal information, including information related to electronic communications such as text messaging. This page is intended to provide transparency to clients and website visitors and is separate from Viceroy’s regulatory privacy notices delivered pursuant to applicable securities laws.

General Privacy Practices
Viceroy collects and maintains personal information that is reasonably necessary to provide investment advisory and related client services. This information may include contact information, account details, and other information provided by clients in the course of an advisory relationship. Personal information is used solely for client service, administrative, and operational purposes, and is protected through reasonable safeguards designed to prevent unauthorized access, use, or disclosure. Viceroy does not sell client information and does not share personal information with unaffiliated third parties for marketing purposes, except as permitted or required by law.

Website Cookies
Our website utilizes standard cookies, tracking plugins, and scripts to ensure site security, verify form submissions, remember your layout preferences, and analyze website traffic patterns to optimize performance.

A cookie is a small amount of identifier data sent to your browser from a web server and stored on your computer’s hard drive. Most browsers permit you to change settings to refuse cookies or alert you when they are being sent. While blocking cookies will not prevent the use of our site, certain technical features may not function properly without them.

Google Analytics: We use Google Analytics to monitor traffic metrics, estimate our audience size, and improve site navigation. Google Analytics uses performance cookies to collect information regarding site interactions. This data is typically retained for 38 months. Google anonymizes IP addresses and will not associate your data with other Google records. You can opt out of this tracking by adjusting your browser settings or by installing the Google Analytics Opt-out Browser Add-on.

Text Messaging Privacy (SMS)
If you provide your mobile phone number, Viceroy may use it to communicate with you regarding client service, scheduling, meeting logistics, and other administrative or informational matters related to your advisory relationship. Mobile phone numbers and SMS opt‑in information are not sold, rented, or shared with third parties or affiliates for marketing or promotional purposes. You may opt out of text communications at any time by notifying Viceroy.

SMS Terms & Conditions
By providing your mobile phone number, you agree that Viceroy may contact you by text message for client service and informational purposes.

• Message frequency varies
• Message and data rates may apply
• Text messaging is not used for marketing or promotional communications
• You may opt out of SMS communications at any time by notifying Viceroy

Communications
Communications between you and Viceroy may occur electronically, including by email or text message, for client service and administrative purposes. Text messaging is not intended for the delivery of investment advice, trade instructions, or time‑sensitive account directives unless otherwise agreed in writing.

Questions
If you have questions about this Privacy Policy or Viceroy’s use of text messaging, please contact us using the contact information provided on our website.