Privacy Policy

Effective Date: 6/15/2026

Confluence Advisory respects your privacy. This Privacy Policy explains what information we collect through this website, how we use it, and how you may contact us with questions.

Information We Collect

This website does not use analytics tools, advertising pixels, or cookies for tracking purposes.

The only personal information collected through this website is information you voluntarily submit through the contact form, which may include:

• Your name

• Your organization

• Your email address

• The nature of your inquiry

• Any message or information you choose to provide

How We Use Information

Information submitted through the contact form is used only to:

• Respond to your inquiry

• Evaluate whether Confluence Advisory may be able to assist you

• Schedule or continue a professional conversation

• Maintain basic business records related to inquiries or potential engagements

We do not sell personal information.

Sharing of Information

Confluence Advisory does not sell, rent, or trade personal information.

Information may be shared only when necessary with service providers that support basic website, email, form, hosting, or business operations, or when required by law.

Confidential Information

Please do not submit confidential, proprietary, privileged, or sensitive information through the contact form. Submitting information through the website does not create a client, advisory, fiduciary, or confidential relationship.

A professional relationship is created only through a mutually executed written agreement.

Data Security

Confluence Advisory takes reasonable steps to protect information submitted through the website. However, no website, email system, or internet transmission can be guaranteed to be fully secure.

Data Retention

Information submitted through the contact form may be retained for as long as reasonably necessary to respond to inquiries, maintain business records, or comply with legal or administrative obligations.

Your Choices

You may contact Confluence Advisory to request that your contact form information be updated or deleted, subject to any legal, business, or recordkeeping obligations.

Contact

For privacy-related questions, contact:

Confluence Advisory
sphelps@confluenceavisory.org
confluenceadvisory.org