Privacy Policy

Effective Date: 02/09/2026 JDNPS

 

Caswell Advisory Group (“Caswell,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information you share with us through our website, https://caswelladvisorygroup.com (the “Site”).

 

This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our Site.

 

Information We Collect

We may collect personal information that you voluntarily provide to us, including but not limited to:

• Name
• Email address
• Phone number
• Company name
• Any information submitted through contact forms or inquiries

 

We may also collect limited non-personal information automatically when you visit our Site, such as:

• IP address
• Browser type
• Device information
• Pages visited and time spent on the Site

 

This information is used solely to help us understand how visitors use our Site and to improve functionality and performance.

 

How We Use Your Information

We use the information we collect to:

• Respond to inquiries and requests
• Communicate with you about our services
• Provide client support and follow-up
• Improve our website and user experience
• Maintain internal records
• We do not sell, rent, or trade your personal information.

 

Cookies and Tracking Technologies

Our Site may use cookies or similar technologies to enhance your browsing experience and collect aggregate website usage data. You can choose to disable cookies through your browser settings, though some parts of the Site may not function properly as a result.

 

Sharing of Information

We may share your information only in the following limited circumstances:

• With trusted service providers who assist in operating our website or business (such as website hosting, analytics, or email services), under confidentiality obligations
• When required by law or to comply with legal processes
• To protect the rights, property, or safety of Caswell Advisory Group or others
• We do not share personal information for marketing or advertising purposes.

 

Email Communications and Marketing

Caswell Advisory Group uses Mailchimp as a third-party email marketing and communications platform to manage email subscriptions and distribute occasional updates, insights, or announcements.

 

When you subscribe to our mailing list or submit your contact information through our website, your information (such as your name and email address) may be transferred to Mailchimp for processing and storage in accordance with their privacy practices.

 

We use this information to:

• Send periodic emails related to our services, insights, or firm updates
• Communicate with individuals who have requested information from us

 

You may unsubscribe from our emails at any time by clicking the “unsubscribe” link included in each email or by contacting us directly.

 

Mailchimp’s privacy practices can be reviewed here: https://mailchimp.com/legal/privacy.

 

Data Security

We implement reasonable administrative, technical, and physical safeguards designed to protect your personal information. However, no method of transmission over the Internet or electronic storage is completely secure, and we cannot guarantee absolute security.

 

Third-Party Links

Our Site may contain links to third-party websites. We are not responsible for the privacy practices or content of those sites. We encourage you to review the privacy policies of any third-party sites you visit.

 

Your Choices

You may choose not to provide personal information; however, doing so may limit your ability to contact us or receive information about our services.

 

You may request to update, correct, or delete your personal information by contacting us at the email address below.

 

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date.

 

Contact Us

If you have questions about this Privacy Policy or how your information is handled, please contact:

 

Caswell Advisory Group

Email: gcaswell@caswelladvisorygroup.com

Website: https://caswelladvisorygroup.com