Privacy Policy
1. Data Controller
Ashford & Pierce Advisors LLC, 100 Federal St, Suite 1900, Boston, MA 02110, is the data controller for information collected through this website. Privacy inquiries: [email protected].
2. Categories of Data Collected
We may collect identifiers (name, email, phone); professional information you voluntarily provide; device and browser data (IP address, user agent); geolocation derived from IP; and cookie identifiers as described in our Cookie Policy.
3. Purposes and Legal Bases
We process data to respond to inquiries (contract/legitimate interest), operate and secure the site (legitimate interest), comply with law (legal obligation), and, with consent, for optional analytics or functional cookies.
4. Third-Party Sharing
We use hosting and infrastructure providers in the United States. Optional analytics tools, if enabled after consent, may receive pseudonymous usage data. We do not sell personal information for money. We do not share personal information for cross-context behavioral advertising without consent.
5. International Transfers
Data is processed in the United States. Where required, we implement appropriate safeguards for transfers.
6. Retention
Inquiry emails: up to 36 months unless a longer period is required for an active engagement. Server logs: up to 90 days. Cookie data: per durations in the Cookie Policy.
7. CCPA / CPRA (US)
If you are a California resident, the California Consumer Privacy Act (CCPA), as amended by the California Privacy Rights Act (CPRA), provides specific rights regarding personal information we collect. We do not sell personal information for monetary consideration.
Right to Know/Access
You may request disclosure of categories and specific pieces of personal information we have collected about you, along with sources, purposes, and categories of recipients. We respond within legally required timeframes after verifying your request.
Right to Delete
You may request deletion of personal information we collected from you, subject to exceptions permitted by law. We confirm deletion or explain any applicable exception after verification.
Right to Correct
You may request correction of inaccurate personal information we maintain about you.
Right to Opt-Out of Sale/Sharing
We do not sell personal information or share it for cross-context behavioral advertising. If our practices change, we will update this policy and provide an opt-out before any such sharing.
Non-Discrimination
We will not discriminate against you for exercising CCPA/CPRA rights, including by denying services or charging different prices, except as permitted by law.
Submitting a request
Email [email protected] with the subject line “California Privacy Request” and information sufficient to verify your identity.
8. Children's Data
This site is not directed to children under 13. We do not knowingly collect data from children under 13 (COPPA).
9. Security Measures
We maintain administrative, technical, and organizational safeguards including TLS encryption in transit, role-based access controls, and secure workspaces for client materials. No method of transmission or storage is completely secure; we review controls periodically.
10. Changes to Policy
We post updates here with a revised Last Updated date.
11. Contact
[email protected] · Ashford & Pierce Advisors LLC, 100 Federal St, Suite 1900, Boston, MA 02110. See Terms and Cookies.