Privacy Policy
A legal disclaimer
Privacy Policy
Last Updated: 2026
Heritage & Co. Private Wealth Partners (“Heritage & Co.,” “we,” “our,” or “us”) respects your privacy and is committed to protecting the personal information you share with us through this website.
This Privacy Policy explains how we collect, use, protect, and disclose information when you visit our website or interact with us online.
Information We Collect
We may collect personal information you voluntarily provide, including but not limited to:
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Name
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Email address
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Phone number
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Information submitted through contact forms or scheduling tools
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Any other information you choose to provide when communicating with us
We may also collect limited non-personal information automatically, such as:
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Browser type
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Device information
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Pages visited and time spent on the site
This information is used solely to improve website performance and user experience.
How We Use Your Information
We use your information to:
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Respond to inquiries and requests
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Schedule and confirm meetings
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Communicate relevant information you request
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Improve our website and services
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Maintain internal records
We do not sell, rent, or trade your personal information.
Calendly & Third-Party Tools
Our website may include links or integrations with third-party services, such as Calendly, to schedule meetings.
When you use these services, your information is governed by their respective privacy policies. Heritage & Co. is not responsible for the privacy practices of third-party platforms.
Information Sharing
We do not share your personal information except:
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When required by law
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To comply with legal or regulatory obligations
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To protect our rights, property, or safety
Data Security
We implement reasonable administrative, technical, and physical safeguards to protect your information. While no system is completely secure, we take appropriate steps to help prevent unauthorized access, misuse, or disclosure.
Cookies
Our website may use basic cookies or similar technologies to enhance functionality and understand website traffic. You may disable cookies through your browser settings if you prefer.
Your Choices
You may:
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Request access to your personal information
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Request corrections or updates
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Request removal from future communications
To make a request, contact us using the information below.
Children’s Privacy
This website is not intended for individuals under the age of 18. We do not knowingly collect personal information from children.
Changes to This Policy
We may update this Privacy Policy from time to time. Any changes will be reflected on this page with an updated effective date.
Contact Information
If you have questions about this Privacy Policy or how your information is handled, please contact:
Heritage & Co. Private Wealth Partners