Your information, handled with care.

Information we collect

When you use our contact form, we may collect your name, business or organization, email address, phone number, and the information you choose to include in your message. We also receive information you provide when you contact us directly by email or phone.

When you browse the site, we and our service providers may collect limited technical information such as your IP address, browser and device type, pages viewed, referring page, and approximate usage times. This information helps us operate and understand the site.

How we use information

We use information to respond to inquiries, understand your financing or advisory needs, evaluate and communicate about potential engagements, provide requested services, maintain and improve the site, protect against misuse, and comply with legal or regulatory obligations.

Information submitted through the contact form is used to follow up on your inquiry. Sending an inquiry does not by itself create a client relationship or obligate Saltwater to provide services.

When information is shared

We may share information with service providers that help us host, secure, operate, and analyze the website, subject to appropriate use of that information. We may also disclose information when reasonably necessary to comply with law, legal process, or a valid governmental request, or to protect the rights, safety, and integrity of Saltwater, our clients, or others.

Saltwater is a financial advisory and brokerage firm, not a lender. When you ask us to explore financing, we may share the information reasonably necessary to evaluate or place a financing request with third-party funders or lenders. We aim to limit those disclosures to relevant information and use it only for the financing process. We do not sell your personal information.

Cookies and analytics

The site may use cookies or similar technologies to support basic functionality, remember preferences, and understand aggregate site usage. We may use analytics services, including PostHog when enabled, to measure page visits and interactions. These services may receive technical information about your visit under their own privacy practices.

You can use your browser settings to block or delete cookies. Some site functions may not work as intended if cookies are disabled.

Security and retention

We use reasonable administrative, technical, and organizational safeguards designed to protect information from unauthorized access, loss, misuse, or alteration. No method of transmission or storage is completely secure.

We retain information for as long as reasonably needed for the purposes described here, including to respond to inquiries, maintain business and legal records, resolve disputes, and enforce agreements. Retention periods vary based on the nature and sensitivity of the information.

Your choices and rights

Depending on where you live, you may have rights to request access to, correction of, deletion of, or information about the personal information we hold about you. You may also have the right to object to or limit certain processing. To make a request, contact us at info@saltwateradvisorygroup.com. We may need to verify your identity before completing a request. You may also have the right to contact your local data protection authority.

Children and third-party sites

This site is intended for business users and is not directed to children. We do not knowingly collect personal information from children. The site may link to third-party websites; their privacy practices are governed by their own policies.

Changes and contact

We may update this policy from time to time. The revised policy will be posted on this page with an updated effective date. Questions or privacy requests may be sent to info@saltwateradvisorygroup.com or +1 (929) 504-2734.

Saltwater Advisory Group LLC operates from Dallas–Fort Worth, Texas and Branchburg, NJ. We have been serving clients since 2025.