Privacy Policy

Last Updated: 11/28/2025
Harborstone Point Advisors

Harborstone Point Advisors (“Harborstone,” “we,” “our,” or “us”) is committed to protecting your privacy.
This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, use our services, or interact with our team.

By accessing our website or submitting information to us, you agree to the practices described in this Privacy Policy.

1. Information We Collect

A. Information You Provide to Us

We may collect personal information when you voluntarily submit it through our website, contact forms, event registrations, or direct communication. This may include:

Name
Email address
Phone number
Business name
Mailing or billing address
Tax or financial details voluntarily shared during consultations
Any information submitted through forms, surveys, or questionnaires

B. Automatically Collected Information

When you visit our website, we may automatically collect:

IP address
Browser type and version
Device information
Pages visited
Date and time of visits
Referring website links
Cookies and tracking technology (see Section 7)

C. Information from Third Parties

We may receive information about you from:

Advertising platforms (e.g., Meta, Google)
Analytics providers
Event registration tools
Referral partners

All information from third parties is handled in accordance with this Privacy Policy.

2. How We Use Your Information

We use the information we collect to:

Provide tax planning, bookkeeping, accounting, and advisory services
Respond to your inquiries and communicate with you
Register you for workshops, consultations, or appointments
Improve our website, marketing, and service offerings
Send educational content, event reminders, or relevant updates
Comply with legal, regulatory, and security requirements
Analyze trends and site usage for business purposes

We do not sell your personal information.

3. How We Share Your Information

We may share your information in the following circumstances:

A. Service Providers

With trusted vendors who assist with:

Email delivery
Marketing platforms
CRM and appointment scheduling
Website hosting
Data storage
Payment processing (if applicable)

These providers are contractually required to protect your information.

B. Legal Requirements

We may disclose information:

To comply with applicable laws
In response to subpoenas or legal processes
To protect against fraud or security threats
To enforce our policies or defend our legal rights

C. Business Transfers

If Harborstone merges with or is acquired by another company, your information may be transferred as part of the transaction.

We never sell personal data to third parties.

4. How We Protect Your Information

We implement physical, administrative, and technical safeguards designed to protect your data, including:

Secure servers and encrypted storage
Access restrictions
Vendor vetting
Regular monitoring and updates

However, no data transmission or storage system can be guaranteed 100% secure.

5. Your Choices and Rights

Depending on your location, you may have the right to:

Access your personal information
Request corrections or updates
Request deletion of your data
Opt out of marketing communications
Withdraw consent where applicable

To make a request, contact us at:
support@harborstonept.com (or whichever email you prefer)

6. Communications & Marketing

By providing your contact information, you may receive:

Email updates
Text message reminders
Workshop invitations
Educational resources
Client service communications

You may opt out at any time by clicking “unsubscribe” in emails or replying STOP to text messages.

7. Cookies & Tracking Technologies

We use cookies and similar technologies to:

Improve website functionality
Analyze traffic and user behavior
Support advertising and remarketing

You can control cookie settings in your browser. Disabling cookies may affect website performance.

8. Third-Party Links

Our website may contain links to external sites we do not control.
We are not responsible for their privacy practices or content.
We encourage you to review their policies before providing information.

9. Children’s Privacy

Our website and services are not intended for individuals under the age of 18.
We do not knowingly collect information from children.

10. Changes to This Policy

We may update this Privacy Policy from time to time.
Any changes will be posted on this page with a revised “Last Updated” date.

Continued use of our website after changes indicates acceptance of the updated policy.

11. Contact Us

If you have questions about this Privacy Policy or how we handle your information, please contact us:

Harborstone Point Advisors
Email: support@harborstonept.com
Phone: 800.305.3221
Website: https://www.harborstonept.com