Privacy Policy

Bridgewell Advisory (“Bridgewell,” “we,” “our,” or “us”) is a service of Bridgewell LLC. We value your privacy and are committed to protecting the personal information you share with us. This Privacy Policy outlines how we collect, use, disclose, and safeguard your information when you visit our website https://bridgewell-advisory.com, its subdomains, content, and services, or interact with us otherwise (the “Site”).

1. Personal Information We Collect

Personal information means any identifying information, usually your name in combination with another identifier, such as an email address, phone number, or company name. Personal information does not include anonymous or aggregated data that can no longer be used to identify a specific person. The specific definition of personal information varies from one jurisdiction to another.

Personal information is collected directly from you and automatically.

a. Personal Information You Provide Directly

• Identifiers or contact information, such as your name, company name, and email address, submitted through our contact form or newsletter sign-up
• Any other personal information you choose to include in a message, inquiry, or newsletter sign-up submitted through the Site

b. Personal Information Collected Automatically

• IP address and browser type
• Device identifiers
• Pages viewed and referring/exit pages
• Cookies and similar technologies

c. Third-Party Data

We may receive personal information about you from third-party sources such as marketing partners, social media platforms, or CRM tools if you have granted them permission to share data with us.

2. How We Use Your Information

We use the collected data to:

• Respond to inquiries you submit through the Site
• Communicate with you about your inquiry or our advisory services
• Send newsletters or other content you have opted into
• Improve the Site and user experience
• Comply with legal obligations and enforce our policies

3. Disclosing Personal Information

We may disclose your data with others in compliance with this Privacy Policy, as indicated below:

• Service Providers: To support business operations (e.g., website hosting, form processing and email delivery, analytics)
• Legal Authorities: If required by law in connection with government or law enforcement requests or in response to investigations, subpoenas, court orders, or other legal processes, to protect our rights and property, establish or exercise our legal rights or defend against legal claims, or as otherwise required by law
• Business Transfers: In connection with mergers, acquisitions, or asset sales, or in the event of an insolvency, bankruptcy, or receivership

4. Cookies and Tracking Technologies

We use cookies and similar technologies to enhance your experience. Cookies are small data files that help us keep track of your usage of the Site. Persistent cookies remember your preferences from one visit to the next, and session cookies support your current visit — both help us enhance the user experience and analyze how the Site is used.

We use the following categories of cookies on the Site:

• Strictly Necessary Cookies are necessary for the Site to function. If you refuse them, the Site may not function properly.
• Functionality Cookies help us enhance the performance of our Site and remember your choices or preferences from one visit to the next. These are not necessary for your use, but certain features may become unavailable if you refuse them.
• Analytical/Performance Cookies collect information about your use of our Site, including which pages you visit, so we can improve the Site and your experience using it. These cookies do not collect personally identifiable information.

You can control cookies through your browser settings, or opt out of certain third-party tracking via tools such as the Network Advertising Initiative.

5. Do Not Track Signals and Global Privacy Control

The Site does not respond to browsers’ Do Not Track signals. When we detect a global privacy control setting, we will make reasonable efforts to respect your choice as required by applicable law.

6. Marketing Communications

You have the right to opt out of marketing communications we send you. If you no longer want to receive newsletter or other marketing content from us, you can reply to any email from us and ask to be removed, or contact us directly at patrick@bridgewell-advisory.com. Please be aware that you may continue to receive certain communications from us that are necessary in connection with an inquiry you have submitted.

7. Your Privacy Rights

a. State Privacy Rights

Depending on your location, you may have the right to submit certain requests relating to your personal information based on applicable state laws. Please email us at patrick@bridgewell-advisory.com to submit data requests.

• Right to access and data portability. You can request and receive a copy of the personal information we have collected, used, or otherwise processed, and confirm what personal information has been collected.
• Right to correct inaccuracies. You can request that we correct any inaccurate personal information we may have.
• Right to delete. You can request deletion of your personal information.
• Right to opt out. You can opt out of targeted advertising, the sale of your personal information, or limited sharing of your personal information.
• Right to appeal. If your privacy rights request has previously been denied by us and you believe it was denied in error, you may appeal by emailing patrick@bridgewell-advisory.com.

Under Nevada privacy law, please know we do not currently sell data triggering that statute’s opt-out requirements.

We may need to authenticate your identity before your request can be processed, which may require you to provide certain personal information that we will match against our records. You may designate an authorized agent to make a request on your behalf; however, you will still need to verify your identity directly with us before your request can be processed.

b. Non-Discrimination

We will not discriminate against you in a manner prohibited by applicable state laws because you exercise your privacy rights. While you may request to delete your personal information, such deletion may affect our ability to respond to your inquiry.

c. California Residents Notice

Civil Code § 1798.83 permits California residents to request from us a notice disclosing: (1) the categories of personal information we have shared with third parties, if any, for the third parties’ direct marketing purposes, during the preceding calendar year, and (2) the names and addresses of those third parties. To make such a request, please contact us at patrick@bridgewell-advisory.com.

8. Third-Party Websites and Links

Our Site may contain links to other websites, such as LinkedIn. These websites may have privacy policies different from our Privacy Policy. Any interaction on third-party websites is governed not by this Privacy Policy but by the terms of use and privacy policy of that platform.

9. Data Security

We use reasonable administrative, technical, and physical safeguards designed to protect your information, including HTTPS encryption and access controls. However, no method of transmission or storage is 100% secure.

10. Data Retention

We retain your data only for as long as necessary to fulfill the purposes outlined in this policy or as otherwise legally permitted or required, such as operating the Site, complying with our legal obligations, resolving disputes, and for safety, security, and fraud prevention. At the end of the retention period, personal data will be deleted, destroyed, or de-identified.

11. Children’s Privacy

Our Site is not directed or targeted to children under the age of 16. We do not knowingly collect personal information from children. If you believe we have done so inadvertently, please contact us for removal.

12. International Data Transfers

Our Site and services are targeted to businesses in the United States. If you are visiting from outside the United States, be aware that your data may be transferred to and processed in the U.S. and other jurisdictions where our servers or service providers are located, which may have data protection laws different from those of your country or region. By using our Site, you agree and consent to such transfer of personal information to the United States.

13. Updates to This Policy

We may update this Privacy Policy from time to time. The updated version will be indicated by an updated “Effective Date.” Continued use of the Site constitutes your acceptance of the revised policy.

14. Contact Us

If you have questions or concerns about this Privacy Policy, please contact:

Bridgewell Advisory
patrick@bridgewell-advisory.com

If you need to access this Privacy Policy in an alternative format due to a disability, please contact patrick@bridgewell-advisory.com.