Privacy Policy
This Privacy Policy explains how Angelus, Inc., its affiliates and subsidiaries (collectively, "Angelus," "we," "us," or "our") collect, use, and protect information in connection with this website and the services we provide. Investment advisory services are provided through our affiliate Angelus Wealth, LLC, a registered investment adviser, and tax and accounting services through our affiliated CPA practice. By using this website, you agree to the practices described here.
Information we collect
Information you provide. When you submit a form, request a consultation, book a call, complete the stewardship scorecard, download a resource, or otherwise contact us, we collect the information you provide — typically your name, email address, phone number, and any details you choose to share about your situation.
Information collected automatically. Like most websites, we automatically collect certain technical information through cookies and similar technologies — such as your IP address, device and browser type, pages viewed, referring source, and how you interact with the site.
Information related to advisory and tax services. If you become a client, we collect the nonpublic personal and financial information needed to provide our services, such as identifying information, financial circumstances, account information, and tax data, as described in our engagement agreements.
Cookies & analytics
We use cookies and similar technologies, including third-party analytics and advertising tools, to operate the site, understand how it is used, and measure our marketing. Booking is provided through an embedded third-party scheduler. You can control cookies through your browser settings; disabling them may affect site functionality.
How we use information
We use information to respond to your inquiries, schedule and conduct meetings, deliver and administer the services you request, communicate with you, operate and improve this website and our marketing, and meet our legal, regulatory, and recordkeeping obligations.
How we share information
We do not sell your personal information. We share information only with service providers who help us operate (for example, website hosting, scheduling, email, CRM, and practice-management providers), when required by law or regulation, to protect our rights, or with your consent.
Financial privacy (clients)
For our advisory and tax clients, we are committed to maintaining the confidentiality and security of your nonpublic personal information. We collect such information only as needed to provide services, restrict access to those who need it to serve you, maintain physical, electronic, and procedural safeguards, and do not disclose it to nonaffiliated third parties except as permitted by law or as described in our client privacy notice. Clients receive our privacy notice at the start of the relationship and as otherwise required.
Data security
We maintain reasonable administrative, technical, and physical safeguards designed to protect the information we hold. No method of transmission or storage is completely secure, however, and we cannot guarantee absolute security.
Your choices
You may opt out of marketing emails at any time using the unsubscribe link or by contacting us. You may also request to access, correct, or delete personal information we hold about you, subject to our legal and regulatory recordkeeping obligations.
Children's privacy
This website is intended for adults and is not directed to children. We do not knowingly collect personal information from children.
Third-party links
Our website may link to third-party sites we do not control. This policy does not apply to those sites, and we are not responsible for their privacy practices.
Changes to this policy
We may update this policy from time to time. Material changes will be reflected by updating the effective date above.
Contact us
Questions about this policy may be directed to compliance@angelushq.com, (346) 409-7974, or Angelus, 77 Sugar Creek Center Blvd, Suite 600, Sugar Land, TX 77478.