Privacy Policy

Last updated November 8, 2026.

Information you provide

When you contact us, we collect the name, email, message, division and interests you provide, along with optional phone and company information. We use this information to respond to your inquiry and connect you with the appropriate team.

Inquiry delivery and safeguards

General inquiries are delivered to Apex Wealth Group. Inquiries submitted through Sam Dorsey's dedicated form are routed to Sam at Ascira AI. Our website stores inquiries and uses request identifiers, submission timing, and a hashed network identifier to help prevent spam, duplicate messages, and abuse.

Website measurement

We record anonymous action events, such as booking, application, quote and inquiry selections. These records may include the page, referring website and campaign information. We do not include your form contents, name, email or phone number in those conversion records.

Contact preferences

Submitting an inquiry allows us to respond using the contact details you supply. Providing a phone number is optional. You may ask us to stop contacting you or request access to, correction of, or deletion of your inquiry information by emailing pedro@apxwealthbuilders.com.

Other services

Booking, application and quote buttons may open third-party services, including Calendly, Tevah and Ethos. Information you provide on those services is subject to their privacy policies and terms.