Privacy Policy

1. Scope

This policy applies to information collected through rootwiseadvisory.com/, including information submitted through the website inquiry form. It does not replace any privacy, confidentiality, or data-handling terms contained in a signed client agreement.

2. Information we collect

We may collect information you choose to provide, including your name, work email, company, role, website, industry, current finance structure, timing, business needs, and the decision, pressure, or uncertainty you describe.

We may also receive technical information produced when you use the website, such as IP address, browser and device information, pages viewed, referring page, and approximate location derived from an IP address. The information available depends on the hosting, security, cookie, and analytics tools enabled at the time of your visit.

Please do not submit bank account numbers, tax identification numbers, passwords, health information, or other sensitive personal or financial information through the website form.

3. How we use information

We use information to review and respond to inquiries, assess whether Rootwise may be a useful fit, communicate about requested services, operate and protect the website, understand website performance, maintain business records, and comply with legal obligations.

Submitting an inquiry does not create a client, fiduciary, accountant-client, or other professional relationship.

4. How we share information

We may share information with service providers that support website hosting, forms, customer relationship management, communications, analytics, security, and professional operations. The website inquiry form is processed through HubSpot.

We may also disclose information when required by law; to protect Rootwise, visitors, clients, or others; or in connection with a merger, reorganization, financing, or transfer of business assets. Rootwise does not sell personal information for money.

5. Cookies and analytics

The website and its service providers may use essential cookies or similar technologies to operate forms, protect the website, remember preferences, and measure usage. If nonessential analytics or advertising technologies are enabled, any required consent controls should be presented through the website. You can also limit cookies through your browser settings, although some features may not function as intended.

6. Retention and security

We retain information for as long as reasonably necessary for the purposes described in this policy, including responding to inquiries, maintaining records, resolving disputes, protecting the website, and meeting legal obligations.

We use reasonable administrative, technical, and organizational safeguards. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.

7. Your choices

You may ask to access, correct, or delete information you submitted, subject to legal and operational exceptions. You may opt out of nonessential marketing communications using the instructions in the message. Transactional or inquiry-related communications may still be sent when needed to respond to you.

Privacy rights can vary by location. We will evaluate verified requests under the law applicable to the request and our business.

8. Children

This business-to-business website is not directed to children under 13, and Rootwise does not knowingly collect personal information from children through it.

9. Changes to this policy

We may update this policy as the website, services, or legal requirements change. The “Last updated” date identifies the current version.

10. Contact

For privacy questions or requests, use the Rootwise inquiry page and identify the request as a privacy matter.